Diagnostic, then one build, then a fee per acquisition.
Each step is small enough for one executive to approve, and each one ends in something you can open and check.
The three steps
Paid diagnostic
$4,500 to $7,500, two weeksOn one recent acquisition or a de-identified sample, with no access to your live systems. You get a data map against your standard format, an error report, a working conversion prototype and a fixed quote for the build. The fee is credited toward the build if you sign within 60 days.
One bounded build
$15,000 to $30,000One acquired agency’s AMS export, commission statements and producer data converted into your format, with conversion errors flagged and a cross-agency dashboard. Paid by milestone. An independent security review before launch is its own line on the quote.
Each later acquisition
A fixed fee per agency, set in the quoteEvery new agency runs through the same engine: its exports converted, checked and handed to your team in your import format. The engine is kept as a template, so each run is mostly checking, not building.
Terms, in plain words
Your accounts
Hosting, database and domain are opened in your company’s name, with me as an administrator.
Ownership
You own the work built for you once it is paid in full. The reusable engine underneath is licensed to you.
Payment
The diagnostic and the build are paid by ACH or wire. The build is paid by milestone, and work on the next milestone starts when the last one is paid.
No results promises
A quote describes what gets built. I do not promise savings or other business results.
For owner-led companies
Customer and vendor portals for distributors, trucking and logistics firms and oilfield services companies start with a two-week audit, $5,000 to $7,500, credited toward the build. The first portal or workflow is quoted after the audit.
Book a 20-minute call
Bring your most recent acquisition. We will go through how its book, commission statements and producer data reach your reporting today, and whether a diagnostic is worth it.
Consent is not required to book.
Prefer email? Write to abe@tryloadbearing.com.