Built for Independent P&C Agencies
Automate your agents' repetitive work so they can focus on closing business.
We build custom automation workflows that adapt to the way you already work. No new software to learn. No process overhaul. Just the repetitive stuff, handled.
Workflow Active
3.4s
๐Ÿ“„
Input
Carrier Application PDF
๐Ÿ”
Step 1
Extract Coverage Data
โœจ
Step 2
Apply QA Rules
โœ…
Output
Branded Coverage Summary
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Every
Carrier Supported
Seconds
From Upload to Result
Zero
New Software to Learn
Custom
Built for Your Agency
The Reality
Your agents spend hours on data entry, reviewing documents, and chasing down missing information. That's time they're not spending with clients. We automate the repetitive work so your team gets that time back.
Custom Workflow Examples

Two of the workflows we've built.

Every workflow we design is custom to your agency's process. These are examples of what's possible, not a full menu. If you can describe a task, we can probably automate it.

Example 01

Application to Coverage Checklist

Agents upload a carrier application PDF. Within seconds, they get a branded coverage summary they can review, edit, and hand to the client. Every field is checked against QA rules that took 30 years to learn. All carriers supported.

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๐Ÿ“„
Application PDF
Carrier Form
โ†’
โœจ
Extraction
QA rules applied
โ†’
โœ…
Branded Summary
Ready for client
Example 02

Coverage Comparisons

Agents upload the client's current dec page and the new proposed carrier quote. The system automatically produces a clean comparison PDF, writes a summary email in the agent's own voice, and drops both into an Outlook draft ready for the agent to review and send.

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O
Outlook Draft
Ready to Send
Subject
Your Home Insurance Renewal - Coverage Comparison
Hi Sarah,

I ran a comparison between your current State Farm policy and the new Progressive quote we discussed...
๐Ÿ“Ž Coverage_Comparison.pdf
Pricing

Custom solutions, not off-the-shelf software.

Every engagement starts by understanding your process. Then we build automation workflows tailored to how your team already works.

Implementation
Custom Build
One-time investment to design, build, and deploy your workflows.
Discovery, process mapping, and scoping
Custom automation design and build
Deployment into your agency
Team training and handoff
Priced based on project scope
Ongoing Partnership
Monthly Retainer
We stay on as your technical partner. Not a licensed tool with a support ticket.
Continuous maintenance and monitoring
Workflow refinements as you learn
New automations as you scale
Direct line for questions and requests
Priced based on active workflows
Free Business Audit

Not sure where to start?

Book a free one-hour audit. We'll walk through your day-to-day, identify exactly where automation makes sense for your agency, and give you a clear picture of what's possible. No obligation.

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About
From the founder

I grew up in an independent insurance agency.

My parents co-owned one for over three decades. I went the tech route, spent years building complex operational systems, and eventually brought the two worlds together.

I built Shirer Automation because I watched how much of an agent's day gets eaten by manual data entry, document handling, and administrative work. Hours that should be spent with clients and closing business, gone to paperwork.

Every workflow we build is designed to give that time back. Not to replace what your agents do best, but to handle the repetitive tasks that shouldn't require a human in the first place.

JS
Justin Shirer
Founder ยท Shirer Automation
Let's talk about your agency.
Every agency is different. We'll walk through your process, find where the bottlenecks are, and show you exactly what automation looks like for your team.
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