From manual friction to operating systems
What we build
Simple systems for messy operations.
We turn scattered insurance workflows into measurable operating infrastructure: data enters cleanly, decisions move faster, and teams see what is happening before it becomes a problem.
Map your process
01 / Core infrastructure
Build the pipeline
Data Systems
Scraping bots, ETL pipelines, GHL workflows, forecasting, and dashboards.
02 / Workflow surfaces
Design the tool
Web Apps
Performance trackers, portals, reservations, ecommerce, and internal tools.
03 / Market entry
Launch faster
Landing Pages
Clean coded pages for teams that need a fast, credible web presence.
Live systems
What we actually build.
Simplified previews of production systems running today for US insurance agencies.
Agent Tracker
ACTIVE 4/6
BREAK 1
OFFLINE 1
AVG APPTS 7.2
Juan Martínez
Appts: 9 Calls: 24
Luisa Peña
Appts: 11 Calls: 31
Sofia Arango
Appts: 7 Calls: 18
Carlos Ruiz
Appts: 5 Calls: 11
Diego Mora
Appts: 6 Calls: 16
Valentina Torres
Appts: 0 Calls: 0
LAST UPDATED · 11:24:07 AM · AUTO-REFRESH 60s
Proof of work
Live systems.
Real results.
Production systems running today for real clients.
3mo → 1wk
Manual Sherpa extraction took 5–10 agents months of work. Our bot does the same in 7 days — and runs it daily.
Sherpa Scraping Bot
Replaced months of manual portal work by a 5–10 person team. Bot runs daily cycles that were previously impossible.
GHL CRM Pipeline
Daily pipeline pulls, transforms, and assigns leads by round-robin to 13 agents. Zero manual routing — every day.
Health Provider Reports
Portal bots generate 3 member reports twice weekly. XLSX + JSON pushed live to a business dashboard.
Chargeback Forecasting Model
Maps cashflow exposure and chargeback risk per policy. Foundation for future ML risk scoring.
SALES OPS · ATTRIBUTION
Source → close · full visibility
Lead-to-Sale Tracker
Maps every lead from source through pipeline to close. Agent attribution, source performance, conversion rates.
LEADS
100%
CONTACTED
68%
QUALIFIED
34%
CLOSED
18%
OTHER WORK — Nuba Tours · ArtHaus · Ojo Sideral · Sluggers
Process
Find the friction. Build the system.
Map
Manual work, data sources, ownership, and risk.
Build
Focused automation with a fixed outcome.
Operate
Deploy, document, train, and improve.
Ready
Let's see what your
data could be doing.
45-minute discovery call. We walk through your current processes, identify where automation creates leverage, and give you a written diagnosis — free, no commitment.
Three-person team based in Medellín. Working inside Medicare, Medicaid, and private insurance workflows since 2023.
Book a discovery callOr reach us at hola@crescendolabs.co