Scoped access, per leg
The specialist sent to read a contract exhibit does not hold the billing credentials. Access is granted for the trip in front of it, not for the agency as a whole.
Integrations
The systems your answer
The systems your answer
is scattered across.
This is not a list of things we plug into. It is the list of places somebody in your agency has to go, one at a time, before a single question can be answered. Doux walks all of them and hands you the assembled picture. Nothing moves, nothing migrates, and nothing is replaced.
Your credentials, your environment read and write no middleware account
You · 9:32am
Doux, reconcile last month's direct-bill statement against the book and tell me what is short.
Billing agent, for Doux · 9:41am
142 items reconciled. Six paid below the scheduled rate, $2,140 short. Four are mid-term endorsements paid at the new-business rate — I have the policy numbers and the expected rate for each
Management system
Carrier portal
Email
Where the answer lives
Eight places one question
Eight places one question
can send you.
Each card names what is held there, and therefore why somebody had to open it. We deliberately do not publish a count of integrations or a grid of other companies' trademarks — what matters is whether it walks your systems, and each card says plainly where that stands today.
Holds the truth about the account
Management systems
Who the insured is, what is in force, which endorsements were actually endorsed, who holds a certificate, what is open. Almost no question can be answered without opening it — and it stays the book of record. Doux reads it, writes into it, and reads the change back.
Live · walked end to end today
Holds the question itself
Email & shared mailboxes
The requirement, the contract exhibit, the carrier notice, the deadline. The question arrives here and then sits, because answering it means going somewhere else first. Read, matched to the insured on the book, answered from the file — never sent unattended.
Live · walked end to end today
Holds what only the carrier knows
Carrier portals
Loss runs, billing history, the issued documents, the binder as the carrier sees it. Each one is a separate login and a separate trip. Where a portal offers no API, the agent operates the portal the way a person would.
Live · multiple carriers walked today
Holds the appetite and the form
Wholesale & MGA portals
Whether they write this class, and the supplemental they want it on. This is the most expensive walk in the agency — five to ten minutes per market, per risk, per supplemental. Built once, sent everywhere it fits, chased on a clock that does not forget.
Live · multiple MGAs walked today
Holds what is in motion
CRM & opportunities
What is quoted, what is waiting, who was last spoken to, what has gone quiet. It answers "where does this stand" — and it is also where an answer becomes an action, when you ask the book a question and want a campaign back rather than a list.
Live · walked today
Holds whether it is paid
Payments & premium finance
Whether the installment cleared, what the finance company did about it, and whether the commission arrived at the rate it should have. It is the difference between a cancellation you saw coming and one that arrives as a notice.
In build · reconciliation live, payment actions not yet
Holds what was agreed
Documents & e-signature
The proposal, the signature, the executed copy. The walk is finding out whether a thing was signed, and then filing it back to the right account without anyone re-uploading it.
In build
Holds what nobody wrote down
Phone & messaging
The voicemail with a claim in it, the text with a deadline in it. It is the one place an answer can live and leave no trace at all, which is why it is the easiest to lose.
In build
Not one assistant
Each leg of the walk gets
Each leg of the walk gets
its own set of keys.
Not one bot juggling every login. A specialist is opened for the system it needs to go into, given only the access that leg requires, and closed when it comes back — which is also why one compromised task cannot reach the whole agency.
No middleware account
There is no third-party automation service sitting between you and your carriers holding a copy of your logins. The connection is yours.
An API is nice, not required
Half of what an agency runs on has no usable API. Where there is one we use it; where there is not, the agent drives the interface.
How that is containedTell us where your
answers actually live.
Say what is in your stack and we will tell you honestly which of those we walk today and which we would have to build for you.
✓ No card required
✓ Runs in your environment
✓ Your credentials stay yours