Dear insurance intermediaries — everything starts with you.

Every day in an insurance agency demands a fine balance—listening closely, staying organized, and responding quickly. A water damage claim, an update to a disability policy, a new company guideline, a follow-up quote, a call to a lead…

Everything matters to the business. Everything feels urgent to your clients. And above all, everything depends on you.

That’s the true strength of this profession — staying close to clients, knowing their lives, following their story.

You know who’s launching a business, expecting a child, or facing a life change.
But with disconnected tools, scattered data, and increasing pace, it’s hard to keep everything structured, visible, and under control.

Your daily reality? Multiple tools, scattered information.

Most of the time, your work depends on a patchwork of tools and habits:

• a CRM that may or may not be up to date
• shared spreadsheets
• Outlook email threads
• notes on paper
• quotes annotated by hand
• and shared memory within the team

This system relies on your ability to connect the dots, to find the right information at the right time, to bridge today’s conversation with what was said three months ago.

But that agility comes at a cost: time lost, uneven follow-up, partial advice, increased risks.
And yet, your real value lies in your ability to build long-term relationships, to identify true needs, and to give well-informed advice.

That’s why we created DutyAdvisor. To help you focus on what matters most — your relationship with your clients and prospects.