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FourthRise

CUSTOM WORKFLOW SOFTWARE FOR INDEPENDENT P&C AGENCIES

Custom software for the work that falls between your AMS, carriers, and spreadsheets.

FourthRise builds focused internal tools for independent P&C agencies that need a clearer way to manage renewals, remarketing, carrier statements, commission reconciliation, documents, and operational exceptions.

Designed to complement your existing agency management system—not replace it.

Request an agency workflow reviewSee working examples

Start with one workflow. Build a practical paid pilot before committing to a larger system.

When agency work crosses systems, important follow-up can become invisible.

  • Keep renewal and remarketing follow-up from being scattered across inboxes, spreadsheets, and agency-management-system notes

  • Make carrier statement and commission exceptions easier to identify and review

  • Turn policy, client, and carrier information into consistent internal or client-ready documents

  • Create a clearer handoff when a request needs human review, missing information, or a documented next step

One agency workflow, end to end

What comes in

  • Renewal list
  • Carrier statement
  • Policy and client details
  • Service request

Focused internal tool

Sits alongside your AMS, owned by your team

What comes out

  • Follow-up queue
  • Exceptions to review
  • Consistent documents
  • A documented next step

Renewal list, Carrier statement, Policy and client details, Service request feed into a focused internal tool, which produces Follow-up queue, Exceptions to review, Consistent documents, A documented next step.

Focused tools for agency operations

Working examples, built and shipped by FourthRise

Each example demonstrates a focused workflow solved end to end.

Who you'll work with

FourthRise is led by Sachin Solkhan, a software and AI practitioner with more than 25 years of experience building enterprise systems and presenting at technology conferences. Projects are scoped and delivered directly, without layers of sales handoffs or outsourced delivery.

Begin with one workflow worth fixing.

  1. 1

    Map the friction

    We review the current process, the tools involved, and the handoffs creating rework or uncertainty.

  2. 2

    Define a focused pilot

    We agree on one useful workflow, the inputs and outputs, and a fixed initial scope.

  3. 3

    Build, test, and hand over

    We deliver a practical tool your team can test with real operational feedback before expanding it.

How we handle your information

FourthRise can scope a project using sample or anonymized workflows. Please do not submit confidential contracts, customer data, policy records, or billing files through this website. Detailed data handling, access, ownership, and confidentiality terms are agreed in writing before implementation.

Tell us where agency work gets stuck.

Describe the workflow, the information your team handles today, and what you wish happened instead. Please do not submit confidential contracts, customer data, policy records, or billing files through this form.

Or email [email protected].

Do not include confidential contracts, customer data, policy records, or billing files.