Frequently Asked
Questions

Rev-Box is a system architecture firm specializing in P&C insurance agencies. We build complete automation systems that streamline your operations, eliminate manual tasks, and help you double your sales without increasing your advertising spend. Our programs are completely tailored to fit your agency's best needs no matter what stage you are in!

Rev-Box is built specifically for independent P&C insurance agency owners. Whether you're a brand new agency or an established operation with $1M+ in premium, we have solutions tailored to your stage of growth.

We are not a tool; we architect your entire system. We integrate your existing CRM, AMS, and other tools into a cohesive workflow, eliminate data silos, and build custom automations tailored to your insurance agency.

Each workflow is $1,200 and represents one unit of automation work: a one-way integration between two systems, cleaning up to 50,000 rows of data, or building one complete pipeline with automation. Most agencies need between 5-20 workflows depending on their size and complexity.

A workflow is one of three things: a one-way integration between two systems, cleaning up to 50,000 rows of data (deduplication and standardization), or building one complete pipeline with automation. Each workflow is priced at $1,200.

Rev-Box works with various CRM and AMS systems including Applied Epic, AMS360, HubSpot, Salesforce, Agency Zoom, and more. We integrate with your existing tools rather than replacing them.

The maintenance plan is $200/month and covers task cleanup, data cleanups (up to 50,000 rows), and ongoing automation support to keep your workflows running smoothly.

We don't believe in locking you in. We believe in earning your business. Here's how our programs work: M1A: A short 3-month program. 2 weeks of building and then 7 weeks of training your team. M2A (12-Month Agreement): A 12-month commitment with a built-in checkpoint. You can cancel at month 6 if it's not the right fit. Custom Workflows: If you don't need a full program, we also offer individual custom workflow builds on a per-project basis.

Most agencies see measurable results within 90 days. The average agency saves 70% of the time previously spent on data entry and manual tasks, which translates directly to more selling time and revenue. BUT it is not guaranted as some part of the results is due to your own actions.

We don't replace your existing tools; we architect the system around them. We integrate your existing CRM, AMS, and marketing platforms to work together seamlessly, filling gaps and eliminating redundancy.

We integrate with all major P&C insurance platforms, CRMs, and marketing tools, including Hawksoft, EZLynx, Agency Zoom, AMS360, HubSpot, Salesforce, and many more.

Not all data is owned by the agent at all times when working with us! This also includes all the custom systems we build, which are also owned by the agency.

Absolutely. We follow industry best practices for data security and work within your existing platform security frameworks! We also do not own any of the data when we are working with you and all systems we build are owned by you!

Absolutely. We make sure everything we build custom for your agency is owned by you. The only thing that may not be owned by you is any automation that we did not charge you to build. We also do not own any of the data when we are working with you.

Book a free strategy session through our website. We'll discuss your current setup, pain points, and goals, then recommend the right program for your agency.

Yes! We include custom training based on your specific implementation, covering everything from initial setup to advanced automation of your workflows.

We deploy task-specific AI agents trained on insurance workflows. These handle things like ACORD form data entry, lead scoring, follow-up sequencing, document classification, and renewal monitoring. They're not generic chatbots. They're purpose-built agents configured for your AMS and your processes.

No. Our AI agents handle the repetitive, time-consuming tasks that slow your team down like data entry, initial lead qualification, and document routing. This frees your producers and CSRs to focus on what actually drives revenue: selling and servicing clients. Our goal is to help your team generate more revenue per staff member so they can live a good life doing meaningful work, not drowning in busywork.

Most single-agent deployments take 2-4 weeks. This includes workflow auditing, agent configuration, a parallel validation period where the AI runs alongside your team, and a 30-day optimization window after go-live.

Absolutely. All AI agents run within your existing infrastructure and security boundaries. When needed, we also set up our own dedicated environments configured to meet your data security standards. We don't train public models on your data. Your client information stays where it belongs: in your systems, under your control.