# Deal Sourcing & Screening for Insurance Agency Managers

> AI pre-screens deals against the fund's thesis in AMS360, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage.

- **Role:** [Insurance Agency Manager](https://calish.com/workflows/for/insurance-agency-manager/)
- **Category:** [Reporting & Analytics](https://calish.com/workflows/category/reporting-and-analytics/)
- **Specialty:** [Independent P&C Agency](https://calish.com/workflows/specialty/independent-pandc-agency/)
- **Action:** Deal Sourcing & Screening
- **Canonical URL:** https://calish.com/workflows/deal-sourcing-and-screening-for-insurance-agency-manager/

## The Problem

Independent P&C Agency associates screen 200 deals to fund 2 — the screening work is where deals get missed and where junior time gets burned.

## What We Build

AI pre-screens deals against the fund's thesis in AMS360, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage.

## Tools & Integrations

- AMS360
- Applied Epic
- HawkSoft
- EZLynx
- Zapier

## How It Works

1. **Discovery call.** We map your current deal sourcing & screening process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [AMS360](https://calish.com/workflows/with/deal-sourcing-and-screening-for-insurance-agency-manager-with-ams360/) — Deal Sourcing & Screening built natively in AMS360
- [Applied Epic](https://calish.com/workflows/with/deal-sourcing-and-screening-for-insurance-agency-manager-with-applied-epic/) — Deal Sourcing & Screening built natively in Applied Epic
- [HawkSoft](https://calish.com/workflows/with/deal-sourcing-and-screening-for-insurance-agency-manager-with-hawksoft/) — Deal Sourcing & Screening built natively in HawkSoft
- [EZLynx](https://calish.com/workflows/with/deal-sourcing-and-screening-for-insurance-agency-manager-with-ezlynx/) — Deal Sourcing & Screening built natively in EZLynx

## Related Workflows

- [Conditional Approval Response for Insurance Agency Managers](https://calish.com/workflows/conditional-approval-response-for-insurance-agency-manager/)
- [Policy Renewal Outreach for Insurance Agency Managers](https://calish.com/workflows/policy-renewal-outreach-for-insurance-agency-manager/)
- [Commercial Quote Preparation for Insurance Agency Managers](https://calish.com/workflows/commercial-quote-preparation-for-insurance-agency-manager/)
- [Closing & Title Package Prep for Insurance Agency Managers](https://calish.com/workflows/closing-and-title-package-prep-for-insurance-agency-manager/)
- [KYC/AML Review for Insurance Agency Managers](https://calish.com/workflows/kyc-aml-review-for-insurance-agency-manager/)
- [LP & Investor Reporting for Insurance Agency Managers](https://calish.com/workflows/lp-and-investor-reporting-for-insurance-agency-manager/)

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