MANAGEDYour name stays front and center.
Your logo, agency name and agreed disclosures shape the client-facing experience, including communications and the portal where included in your program.
A managed partnership for independent agencies
Your agency grows. We run the work behind it.
Add an insurance line or keep up with more leads without building another operations team. Prudens runs the agreed insurance workflow under your agency’s brand, from first inquiry through ongoing service.
Start with 1 product line or a focused lead flow.
One agency. More operating capacity.The model
What your clients seeYour name on the experience.
Your brand, communications and client relationship.
managed behind the scenes
What Prudens runsWe run the agreed workflow.
Intake & follow-upCarrier & quote workProposals & documentsService & renewals
Your brand in front. The work handled behind it.
Built for independent agenciesSolo agentsSmall teamsAgencies testing a new line
The managed partnershipUnder your brand Managed by Prudens
Stay the agency your clients know. Get an operation that can do more.
Prudens takes on the insurance operation under your brand. Together, we choose the line or lead flow, shape the client experience and set up the work Prudens will run for you.
We move the work forward.
Prudens handles the agreed workflow, so you can spend more time on relationships and growth.
The work behind the brand
From first inquiry to the next renewal.
Choose the line or lead flow. We map the work from intake to renewal and put the operation behind it.
01 Intake
Prudens manages
Respond to leads, gather missing details and keep inquiries moving.
What you gain
Leads get worked under your brand without your team chasing every detail.
02 Quote & proposal
Prudens manages
Check carrier appetite, prepare submissions, organize options and prepare client materials.
What you gain
Organized options and client materials without managing every submission yourself.
03 Service & renewal
Prudens manages
Coordinate agreed documents, routine requests and renewal follow-up.
What you gain
Client requests and renewals keep moving while you focus on relationships.
We agree on the scope and commercial terms before work begins.
Talk through your workflow ↗A practical first step
Start with the opportunity in front of you.
Bring leads you already have or explore a separate new lead source. Start with 1 line or a focused batch. There is no need to move your whole agency at once.
1
Choose a line or lead flow
Tell us what you want to grow and how your agency handles it today.
2
Agree on the operating plan
Set the lead source, branding, workflow and working terms.
3
Run a focused pilot
Work through real cases at a manageable volume and review the process together.
Clear roles from day 1
Your agency on the front. Prudens managing the work behind it.
Your agencyYour brand, relationships and growth goals.
PrudensThe agreed workflow, client follow-up and ongoing service.
TogetherThe program scope, quality checks and when to expand.
Explore the fit
What could your agency take on with the right operation behind it?
Tell us the line or lead flow you want to pursue. We will discuss what Prudens could run for you, how the partnership works and a practical way to start.
Book a partnership call