Agency workspace
A clear view of clients, pipeline, work, and performance.
Operating venture
HarborIQ
An AI-native operating platform for independent insurance agencies.
HarborIQ on LinkedIn
HarborIQ / Agency command center
01 / The opportunity
Independent agencies run on relationships.
Their software rarely does.
Independent insurance agencies sit at the center of a complicated web of clients, carriers, renewals, service work, and growth opportunities.
HarborIQ is being built as a connected operating layer: one place to understand the agency, surface what matters, and help the team act.
02 / What we’re building
From scattered activity
to agency intelligence.
The goal is not another system people have to feed. It is a system that makes the tools and information they already use more useful.
Relationship intelligence
Signals that help teams see risk and opportunity earlier.
Workflow orchestration
Connected actions across the systems agencies already depend on.
Decision support
Practical AI that helps people decide and move—not just generate text.
03 / WRKSTREAM’s role
Owner / operator / product team
Not a case study
from the sidelines.
01Category thesis + customer insight
02Product definition + positioning
03Interface and experience direction
04Working software + integrations
05Go-to-market + ongoing operation
04 / Why it matters
“Building your own company changes the advice you give everyone else.”
HarborIQ keeps WRKSTREAM close to the constraints every founder and operating team knows: limited time, real tradeoffs, imperfect information, and the need to ship.
That experience comes back into every client engagement.