Building your personalized workspace

Growth works better when clarity comes first.

Built Around Your Agency—

Not Templates

Every workspace is built specifically around your active carrier appointments. Carrier appetites, underwriting guidelines, submission rules, and workflows are mapped to what your agency can actually write today—not generic “best practices.”

Nothing is pre-filled. Nothing is assumed.

If it doesn’t reflect your real markets, your real underwriting rules, and your real operation, it doesn’t belong in your system.

Why We Built This

(Because We Lived the Problem)

We come from the Agency, and we know the pain points.

After getting smacked in the face—over and over again—by the same reality most growing agencies face:

The pressure to grow is constant, but the resources to support that growth rarely keep up.

Carrier knowledge lived in people’s heads. Underwriting rules were buried in emails, PDFs, and portals. Workflows depended on tracking down the right team member instead of having a shared blueprint.

We knew the information existed—but there was no centralized place for it to live in a way the entire team could actually use.

So, we built what we wish we had and we want to do the same for you.

One Blueprint. One Source of Truth.

Aurix creates a single, centralized workspace where underwriting guidelines, carrier appetites, and workflows are easy to find, easy to update, and easy for every team member to follow.

No more:

  • Scrolling through endless PDFs

  • Searching inboxes for old emails

  • Interrupting teammates for answers

  • Guessing which rules apply

All team members operate from the same blueprint—clearly documented, consistently maintained, and accessible when it’s actually needed.