⌘K
Demo
Viewing as Super admin · Owner · Chris
Process 2 of 10

Technology process

The systems the agency runs on and how they talk to each other. Figures are illustrative demo values.

All processes

Today's agency

Disconnected tools
1

Log into AMS

AMS

2

Re-enter in rater

Comparative rater

Double entry
3

Open 4 carrier portals

Carrier portals

4 passwords
4

Copy into CRM and email

CRM + Outlook

Data drift

With Greyline

One connected flow
1

Single sign-on to Command

2

Integration Center syncs AMS

3

Carrier Access Mesh quotes all

4

Event Bus updates every screen

The result on your dashboard

Before vs after, and where each gain shows up
94%better on “Logins per day” (18 → 1)
Today's agencyWith GreylineIntegration failures noticed: Days later → Instantly92% better · Systems a producer touches94% better · Logins per day

Where you see it

adminIntegrations12 systems → 1Open screen →adminAccess path healthHealth checked live, retried automatically.Open screen →intelligenceLive event flow1 event → 5 screensOpen screen →

Systems a producer touches

121

Logins per day

181

Integration failures noticed

Days laterInstantly

Who is involved

Admin

Manages connections and access

Integration agent

Retries and flags failures

From spaghetti to one hub

AMSRaterCRMOutlookPhoneDocuSignPortal APortal BPortal CExcelLead vendorPayroll
Greyline Command
Business processCustomer process