Where we work
Packaged for each industry, not one-size-fits-all
Document-heavy operations look different in every industry — but the pattern is the same: paper in, keystrokes, errors at month-end. We’ve packaged agents for the operations where that pain runs deepest.
Insurance Brokers, MGAs & TPAs
Independent agencies, wholesale brokers, MGAs, and claims administrators run high-revenue-per-head businesses — buried in carrier paperwork. That's exactly the work agents take over.
Logistics, 3PL & Customs Brokers
Freight brokerages, asset-light 3PLs, and customs brokers run thin margins on high transaction volume — and every transaction drags a stack of documents behind it.
CPA & Outsourced Accounting Firms
The accountant shortage is structural, not cyclical. Client-accounting practices know their numbers — and the numbers say the document work has to stop being manual.
Industrial Distribution
Electrical, industrial, plumbing/HVAC, safety, and MRO distributors still receive orders as emailed PDFs and faxes. Someone rekeys every one. That someone can be an agent.
Commercial Construction Subcontractors
Electrical, mechanical, HVAC, and plumbing subs on commercial projects drown in a paperwork stack that scales faster than the crews: pay applications, lien waivers, submittals, RFIs, COIs.
Staffing & Recruiting
Commercial, light-industrial, IT, and professional staffing firms run thin margins with a huge document flow per placement — onboarding packets, I-9/E-Verify, timesheets, client invoicing.
Energy Services
For oilfield support companies, field-ticket paperwork is the whole back office — and revenue leaks in the days between the field and the invoice.
+ your operation
If it’s repetitive and document-heavy, it’s a candidate — whatever the industry. Tell us where it hurts and we’ll build the case.
Get your tailored case →Don’t see your industry? The pattern still holds.
Four lines about the process that hurts — we’ll tell you honestly whether an agent clears the 2–3× bar.