Replaced
Agency Revolution
A cookie cutter platform the agency had outgrown. We architected the whole operation first, then moved it onto one system they own.
Veteran owned
Des Moines, Iowa
Veteran owned
Des Moines, Iowa
01 / For independent insurance agency owners
We architect, build, and run one system your agency owns. Insurance specific. Delivered in 90 days. In writing.
The 8 minute brief for agency owners
Status / Film in production
Jerrod is recording the full brief this week. The short version: your stack grew one tool at a time, nobody architected it, and we fix that in 90 days with the outcomes in writing. The 30 minute diagnostic covers the rest.
13
Years running risk at Wells Fargo
0
Failed audits
200+
Companies served
100%
US based, no outsourcing
02 / The wiring diagram nobody drew
The AMS came with the book. The rater came with the carrier. The quoting tool came with a conference. The email tool came with a free trial. Every new need got answered with another product, and every product works, more or less, on its own.
Here's the part nobody says out loud: you are the integration. A renewal gets pulled from the AMS, retyped into the rater, pasted into an email, and logged in a spreadsheet. Same client, four screens. And somebody on your team, everybody knows who, quietly holds it all together. That job isn't on any org chart.
And it isn't just slow. It's exposure. When the notes on one client live in three places, that's an E&O problem waiting for a bad week. If it isn't documented in one place, it didn't happen.
03 / Sound familiar
We've sat across the desk from every one of them.
Whichever line is yours, that's what the diagnostic is for. Thirty minutes on how your agency actually runs. You keep the findings.
04 / The method
One system for the whole operation. Architected first, then built, then run. Delivered through a 90 day engagement we call The Systems Realignment Sprint. Four steps, in order. The numbers beside them are why owners hand us the keys.
Start with the diagnosticMap the whole operation
People and pipelines, tool by tool. You get an itemized plan: keep, consolidate, replace, integrate. In writing, before a dollar of build. Even if we're never the right partner, you leave with a clearer picture of your agency than you've ever had.
Architect, then build
Built around how insurance actually works. Policies live as real records, not a hundred extra contact fields. Your tools get woven into one operating surface, with a portal your clients can actually use.
Power wash the data
Clean, dedupe, validate. Then a controlled go live: your old system stays live in parallel. No downtime. No lost leads. We flip the switch only when you sign off.
Your team owns it
Runbooks, training, and an early finish on purpose. The front end belongs to your people, not to us. You coast into your busy season rested, instead of scrambling through it.
Running risk at Wells Fargo
Failed audits. Ever.
To delivery, outcomes in writing
Companies served since 2022
US based. No outsourcing.
The diagnostic. You keep the findings.
The guardrail / Ownership
One system your agency owns. Your data, your workflows, your client relationships, your phone numbers, all in your agency's name. Export anything, anytime. If you ever wanted to run it yourselves with one or two people, you could.
05 / Who's saying this
Jerrod Appenzeller / Founder
+ 13 years risk management, Wells Fargo
+ Zero failed audits
+ US Army Infantry, combat veteran
+ Des Moines, Iowa. 200+ insurance companies in town
Jerrod Appenzeller spent 13 years inside Wells Fargo running model risk and analytics, stress testing a three trillion dollar book as the youngest executive director in the room. Zero failed audits. Before banking, frontline infantry with the 101st Airborne.
He walked away from the executive salary to bring that discipline to the businesses that actually need it. Ultimum is Latin for "at last."
"Agency owners get pitched by people who've never sat inside a regulated business. I have, for 13 years. If we're not the right partner, I'll tell you on the call, and you keep the findings either way."
Jerrod Appenzeller / Founder, Ultimum
06 / Track record
Not because the tools are evil. Because nobody had architected the whole, and one more subscription wasn't going to fix that.
The office / Des Moines
Replaced
A cookie cutter platform the agency had outgrown. We architected the whole operation first, then moved it onto one system they own.
Replaced
Another subscription doing one job from the outside. That work now lives inside the system, not beside it.
Replaced
A legacy AMS at the end of its cycle. Policies now live as real records, in a system built around the book.
Stopped
One agency was about to buy an AMS it didn't need. We told them to keep their money. That's what architect first means.
07 / Is this for you
This is for you if
This is not for you if
A note on timing / The calendar is the deadline
The Sprint runs 90 days. Start now and a Medicare shop is live before AEP opens October 15. A P&C shop is live before January 1 renewals. Start in October and you've lost the year. That's not a countdown timer. It's just the calendar. And if you're already mid AEP when you read this, the honest answer is wait until December. We'll tell you that on the call too.
08 / The guarantee, in writing
In the first step of the Sprint, we write down the outcomes we're committing to. Itemized. Specific. On paper. That document becomes the spec for the build.
Deliver those outcomes in 90 days, or the sprint fee comes back.
The guarantee covers the sprint fee. Software subscriptions, usage, and third party costs are excluded. Data migration and AMS replacement work is scoped and priced separately, outside the guarantee. The 90 day clock starts when access is granted. Final terms are provided in your agreement.
09 / Straight answers
No, because there is no hard cutover. We back everything up, verify it, and run your old system live in parallel until the new one is proven. You flip the switch when you sign off, not before. Nothing gets turned off until you say so.
That's our job, not yours. We architect, build, and run the system, which includes training your team and writing the runbooks. Adoption is a deliverable of the Sprint, not homework we leave behind.
GoHighLevel is the chassis, not the product. We build the insurance system on top of it, policy records, workflows, portal, and we run it in production. You will never file a ticket with a platform. We're your support. The platform maintains SOC 2 compliance on its side.
No. The system is in your agency's name: the data, the workflows, the phone numbers, the client relationships. Export anything, anytime. If you ever wanted to run it yourselves with one or two people, you could.
So have most of the owners we work with. This is not leads and it's not a retainer. It's a 90 day build with a defined finish line and the outcomes written down before we start. If we miss them, the sprint fee comes back.
It's the only timing. Ninety days from now lands before AEP and before January renewals, which is exactly why the window is summer. If you're already inside AEP, we'll tell you to wait until December. Out loud, on the call.
A diagnostic, not a demo. Jerrod prepares before you talk. You walk through how your agency runs today, where the rekeying and exposure live, and what one system would look like. You keep the findings whether or not we ever work together.
Next step / The diagnostic
Thirty minutes with Jerrod. He prepares before the call. You leave with findings you keep, whatever you decide.
10 / The diagnostic
1
Book the call
Pick a time below. Jerrod prepares before you talk.
2
Get the findings
You leave with a clearer map of your agency's systems, whatever you decide.
3
You decide
If it's a fit, we scope the Sprint. If not, you keep the findings. No obligation.
Step 2 / Pick your time
The booking calendar connects here this week. Your details are saved, and we'll reach out to schedule your 30 minutes.
