The 12 questions Frenchy must answer, with a proposed answer, evidence and the screen that proves it.
Questions Frenchy must answer
12
Share of questions with an approved answer. Click any card to approve it or request evidence.
Reuse lead intake, document extraction, the event stream and the approval engine on day one.
Lead scrub time
8s 1.2s
Proposed: one AMS as the system of record for policies and money; Greyline Command as the working layer on top.
Places a producer types data
2 systems keyed 1 write-back
Use several access paths at once — direct carrier APIs, two raters, wholesalers and aggregator networks — behind one quote hub.
Access paths per quote
1 rater 5+ paths
Every quote is converted to a common coverage sheet, then the optimizer tests every carrier mix — bundled and split — for the best total.
Structures compared
1 bundle quoted All mixes tested
Collect data once, then push it through APIs, rater bridges or guided form-fill so producers never retype it.
Re-keys per policy
4 retypes 0
One customer record in Greyline; each field has a named source of truth, and conflicts go to a review queue.
Conflict handling
Spreadsheet fixes Review queue
Under 2 seconds — the lead is scored while the first text is already going out.
Decision time
11 min < 2 s
Bad leads are matched to vendor refund rules, claims filed with evidence, and credits reconciled against invoices.
Credits recovered
12% 71%
Agents suggest; people approve anything that binds, changes coverage or moves money. Every step is logged and scored.
Actions audited
No log 100% logged
Quote time, re-keys, renewal re-shop, commission reconciliation and lead response — see the comparison below.
Multi-line quote
45 min 9 min
Custom work is limited to the optimizer, the unified record and agent governance — everything else is bought or integrated.
Custom modules
— 3 builds
Georgia solo launch, then the Southeast, then multi-state with hires, then national — each step gated by results.
Footprint
1 state 50 states
| Workflow | EZLynx | Momentum | HawkSoft | Applied | Point tools | Greyline |
|---|---|---|---|---|---|---|
| Multi-line quote (minutes) | 35 | 40 | 45 | 30 | 25 | 9 |
| Re-keys per policy | 3 | 4 | 4 | 2 | 3 | 0 |
| Renewal re-shop coverage | 20% | 10% | 10% | 35% | 40% | 100% |
| Commission reconciliation (days) | 12 | 14 | 10 | 7 | — | 1 |
| Lead response time | — | — | — | — | 3 min | < 30 s |
Policies & billing
Quoting
Customer record
Leads
AI
Phase 1 · Months 0–6
Georgia · 1 person
Gate: Zero-rekey proven, profitable per policy
Phase 2 · Months 6–12
Southeast · 3 states
Gate: Licensing done, 2 producers hired
Phase 3 · Year 2
Multi-state · 12 states
Gate: Retention ≥ 90%, carrier paths in each state
Phase 4 · Year 3+
National
Gate: Same system, no new tools added
| Layer | Examples to benchmark | Frenchy recommendation |
|---|---|---|
| AMS/CRM | ||
| Personal rating | ||
| Commercial placement | ||
| Existing-policy intake | To be proposed by Frenchy | |
| Life | ||
| Health/ACA | ||
| Medicare | ||
| Benefits | ||
| Lead validation | ||
| Commercial data | ||
| Inbound AI | ||
| Outbound communications | ||
| SEO/AEO | ||
| Automation | ||
| Analytics | ||
| Accounting | ||
| Supplemental access |
41. Frenchy Proposal Context
Frenchy's prior proposal used a staged, acceptance-gated production model and emphasized client-owned accounts, repositories, credentials and project work. Greyline wants to preserve those principles while applying them to this insurance operating model. The new proposal should show precisely how the expanded insurance-specific scope changes cost, staffing, schedule and acceptance evidence.
Cost
How the insurance-specific scope changes the budget, by stage.
Awaiting FrenchyStaffing
Who is added, for which modules, and for how long.
Awaiting FrenchySchedule
How each stage's dates move with the expanded scope.
Awaiting FrenchyAcceptance evidence
What proof closes each stage before the next starts.
Awaiting FrenchyProposed answers, vendor picks and numbers are drafted demo content for Frenchy to confirm or replace.