Prest0n for insurance agencies and carriers
$653 a month for a full-time employee. unlimited human seats.*
a full-time hire costs $11,011 a month, all overhead in.
$124,297 saved a year on each one
* each, three on the annual plan, billed monthly.
renewals, certificates and submissions move forward while your licensed staff advise, quote and bind.
what Prest0n runs end to end
whole projects, from what arrives to what a person approves, starting with what saves the most time and money.
- the principal's briefings and research: Prest0n briefs the principal before carrier and key-client meetings, researches unusual risks, watches department and carrier notices and builds the monthly results pack. the principal decides.
- claims files: Prest0n builds bodily-injury medical chronologies and claim-file summaries and drafts subrogation demands and reservation-of-rights letters for the adjuster to decide and sign.
- benefits renewals and enrollment: Prest0n cleans the census, compares renewals and quotes by plan and tier and drafts the open-enrollment comparison and FAQ, with no health information. the account manager advises.
- underwriting support: Prest0n drafts file and referral memos, renewal worksheets and cover notes to brokers, and looks up state notice and surplus-lines rules. the underwriter decides.
- service inboxes: Prest0n triages the benefits, personal lines and claims inboxes with replies drafted for approval.
- agency accounting: Prest0n reconciles direct-bill commission statements and prepares agency-bill and broker-fee invoices. the accountant resolves the differences.
- commercial renewals, expiring to proposal: Prest0n reads expiring policies and loss runs, builds the remarketing package and drafts the quote comparison and renewal proposal. licensed staff advise, quote and bind.
- policy checking: Prest0n checks every issued policy against the binder, quote and proposal and lists each discrepancy for the account manager.
the desks Prest0n covers
- commercial account manager
- personal lines CSR
- benefits account manager
- agency accounting
- producer support
- underwriting assistant
- claims support
what Prest0n does here
- Prest0n reads expiring policies and loss runs and builds the renewal submission.
- Prest0n checks certificate requests against the contract and lists the gaps for a licensed account manager.
- Prest0n compares issued policies with binders and lists every discrepancy.
- where your agency chooses, Prest0n fills carrier applications in a browser under your own sign-in and stops before submit.
what Prest0n does not do here
- no coverage advice, quoting or binding: licensed staff do those.
- no shared logins to your agency system, raters or carrier portals.
- no health information: benefits work uses plan documents and census demographics only.
the open ROI report
it models a small agency, a mid-size brokerage and a carrier’s operations team.
the modeled return
pricing
$653 per Prest0n employee per month for 3–8 employees on a 12-month term, billed monthly. a free internship is 1 month of Prest0n: 225 pr0 of work, credited up front, with unlimited human seats. it comes with a new organization, for its primary owner, once per person. an invitation code or a referral link gives an extended internship in its place.
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