For independent P&C brokerages
Patterns turns the work your team does in your BMS and carrier portals into step-by-step procedures. Updated automatically every week.
Install once and forget. No writing or recording SOPs
Names, emails and policy numbers are stripped from every procedure.
You see which team did a task, never which person.
They can pause capture anytime and block sites. Non-work activity is ignored by default.
Every carrier portal works differently. Every line of business has its own steps. And the person who knows how to handle that tricky commercial renewal is the one everybody interrupts. It snowballs:
Patterns runs quietly in the background across your BMS, carrier portals, email and browser.
Any task your team does at least twice becomes a step-by-step procedure: renewals, endorsements, new business quotes, certificates, remarketing.
When a carrier changes its portal or your team handles a new kind of request, the procedure updates. Approve changes or set them to auto-approve, edit anything, and roll back anytime.
Patterns follows each task from start to finish, across every app your team touches, with nothing to integrate. So every procedure keeps up, even when a carrier changes its portal.
New CSRs, busy-season help and offshore staff follow your team’s best way of doing each task from day one.
Everyone works from the same current procedure, so fewer small misses reach clients or turn into E&O headaches.
Fewer interruptions, more time for clients and growing the book.
A brokerage whose know-how is written down doesn’t depend on any one person.
Current procedures show where your team’s hours go: re-entering client details, routine endorsements, renewal prep. Patterns ranks those tasks by hours per month, and our team can build automations for the ones worth it, quoted up front.
It works in any desktop or browser app your team uses, so there’s nothing to integrate.
Names, emails and policy numbers are redacted from every procedure.
Patterns documents tasks, not people. You see which team did a task, never which person. Staff can pause it anytime, and non-work activity is ignored.
What it does and what it doesn’t: it writes procedures from work tasks, it’s anonymous, and they can pause it. If you’re in Ontario with 25 or more employees, add Patterns to your written electronic monitoring policy and share it with staff.
Yes. They learn from procedures built on your team’s real work. Share them as PDFs today.
Within 7 days. A task needs to be done at least twice, so daily work shows up first and less frequent tasks, like an annual commercial renewal, as they happen.
Regular price: $50 $25 USD per seat per month on early access. Start free with up to 3 seats.