Whether you're a 3-person independent agency or a national MGA managing thousands of policies across 50 states, Blueplanit scales precisely to your operational needs — with the same AI precision and human expertise at every level.
Independent agencies run on relationships. But when your licensed professionals are spending 3–4 hours a day on COIs, endorsements, and policy checks, those relationships suffer. Blueplanit handles every back-office task so your agents can focus on the one thing that actually grows your agency: selling.
"Within two weeks they were handling our most complex commercial clients without any issues. It genuinely feels like an extension of our own team."
— Agency Owner, Independent Commercial Lines AgencyEvery COI request and policy check takes a producer away from clients. We put them back where they belong.
All-hands weekends, missed deadlines, stressed staff. We manage renewal operations so your team doesn't have to.
Our backup team steps in instantly. Your agency never skips a beat regardless of what happens internally.
COIs, quoting, checking, loss runs, endorsements, renewals, audits, and more — all handled.
We handle both lines with equal depth — no service gaps, no coverage blind spots.
Applied Epic, EZlynx, HawkSoft, AMS360, and 10+ others — no migration required.
No ramp-up. No training. Full output from the very first day of engagement.
The back-office partner that feels like an extension of your team — not a vendor you have to manage. We learn your accounts, your standards, and your clients. Then we handle everything, invisibly and accurately.
Wholesale brokers operate in a different universe from retail agencies — E&S markets, binding authority requirements, surplus lines compliance, and submission volumes that can overwhelm even the most experienced back-office team. Blueplanit understands wholesale workflows from the ground up.
Surplus lines markets require speed and accuracy simultaneously. Our AI handles volume; our specialists handle precision.
Stamping requirements, diligent search documentation, and state-specific surplus lines rules — we know the compliance requirements.
COI requests coming from dozens of retail partners simultaneously. Our system manages every request without a single miss.
Quote applications, submissions, and follow-up across specialty and surplus lines markets.
Policy issuance, endorsements, and documentation for MGA binding authority programs.
COI requests from all your retail agency partners managed in a single coordinated workflow.
Wholesale operations demand a back-office partner who understands the difference between admitted and non-admitted markets, knows surplus lines compliance, and can handle the pace of a busy wholesale shop.
MGAs face a unique operational challenge: program business grows faster than the ability to hire, train, and retain back-office staff. Blueplanit solves this by providing instant, scalable capacity that grows with your book — without the HR burden of building an internal operations team.
Every new program or binding authority demands more back-office support. We scale instantly as your book grows.
Program business comes with reporting requirements. Our team handles audit support, loss run compilation, and carrier documentation.
Multiple programs, multiple carriers, multiple workflows. We centralize and standardize back-office operations across all your programs.
End-to-end back-office support for all program lines — policy issuance through audit.
Add back-office capacity in hours as your book grows — no recruiting, no training.
Reporting, audit support, and carrier-specific documentation handled with precision.
MGAs trust Blueplanit to handle the operational complexity of program business — so leadership can focus on program development, carrier relationships, and distribution growth.
Insurance carriers face the dual challenge of maintaining rigorous compliance standards while managing the operational cost of policy administration and agent-facing support. Blueplanit provides a trusted, fully insured operations partner with enterprise-grade security and the documentation standards carriers require.
Policy issuance, endorsement processing, and audit management at carrier scale demands a reliable, cost-effective operations model.
Agents expect fast, accurate back-office support. Meeting those expectations at scale without expanding internal headcount is the challenge.
Carriers operate under strict regulatory requirements. Our security infrastructure — AES-256, office-only, dedicated hardware — meets enterprise standards.
Complete policy lifecycle management — issuance, endorsements, audits, and cancellations.
AES-256 encryption, dedicated hardware, office-only operations, cyber liability insurance, and full NDA compliance.
Complete documentation of every task, every decision, and every exception — carrier-ready audit trails at all times.
Carriers demand a back-office partner with enterprise-grade security, comprehensive documentation standards, and the proven operational track record to handle sensitive policyholder data at scale.
Start with a 1-week free trial. No credit card. No commitment. Full production output from Day 1.