El Dorado Hills, CA
Built for what’s next
One company. Three countries. 5,500+ global team members. Founded in 2005 to take certificate processing off agency desks. Now the operations partner for insurance organizations, combining an agentic AI platform, expert teams, and E&O-backed accountability.
Built to take work
off agency desks.
into the future.
Two decades inside insurance operations gave us something hard to replicate: the proprietary knowledge built by managing 800+ insurance workflows and executing hundreds of millions of transactions for clients of all types.
The last five years have brought a step-change. FTV Capital invested as growth partner in 2022. Pratap Sarker joined as CEO in 2025 to shape the future. Significant sustained investment in AI coupled with our proprietary knowledge built an agentic automation platform that serves as an operational backbone for the insurance distribution channel.
What hasn’t shifted: Expert validation and E&O coverage built into the work we do. The thesis is the same one we opened the doors on: to deliver the outcomes that matter to our clients more efficiently and with less risk.
From a certificate processing team to an outcomes-based operating partner
El Dorado Hills, CA. Certificate processing for retail agencies.
Global operations anchored in Vizag & Hyderabad.
Third operational region. 24-hour coverage.
Growth investment. Platform reinvestment cycle begins.
Policy Checking AI, Quote Compare AI, Policy Data Extract AI.
Outcomes-based operating partner led by CEO Pratap Sarker.
The operation, in plain numbers.
Ready to shape the future of insurance distribution
Competitive advantage doesn’t only come from running the same operations more efficiently. Increasingly, it comes from freeing your best people to build what competitors can’t copy and trusting an operations partner to handle the rest. The future will be shaped by the partners who can deliver both the agentic AI platform that scales the impact and the people who own the outcome.
Our platform is built so each does what it does best. Agentic AI runs the work. Expert review is applied where judgment, exceptions, or regulatory compliance require it.
Every transaction the agentic AI platform processes deepens our insurance domain expertise, and every workflow we add makes the platform smarter. All to help our clients expand the possibilities for their business.
E&O coverage and shared risk models aren’t just features. They are our commitment made contractual.