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Our Portfolio

Where Vision Meets Execution

Where Vision Meets Execution

Every project tells a story. From enterprise SaaS platforms and AI-powered automation to mobile applications, workflow optimization, and large-scale business systems, our portfolio represents years of solving complex business challenges through technology.

Our Products

AMS & Lead Generation in One Platform

InsurCoreAMS is an intelligent, end-to-end lead generation and management platform and AMS designed to help service-based businesses streamline their marketing funnel, qualify prospects faster, and drive consistent growth.

Built from the ground up with scalability, automation, and data-driven performance in mind, SmarterLead.io is more than just a lead capture tool — it’s your business’s lead intelligence engine.

Who It’s For

InsurCoreAMS is ideal for businesses looking to eliminate manual lead handling, improve client targeting, and close more deals with less overhead. Whether you’re in insurance, real estate, finance, or professional services — if qualified leads are your lifeblood, we’re your engine.

Custom Web Application & iPad FSM Quoting

MrQuote.net is a next-generation quoting and proposal automation platform designed specifically for field service professionals. Built to handle everything from rapid quote creation to full client presentation — even in the field with no internet — MrQuote.net gives your team the tools to sell smarter, faster, and more professionally.

It’s not just about quoting — it’s about closing.

Who It’s For

MrQuote.net is purpose-built for field service teams who need a fast, professional, and reliable quoting platform — even in disconnected environments. Ideal for roofing, gutters, solar, HVAC, landscaping, and any mobile service business that sells in the field.

Insurance AMS Data Conversion

InsurCore manages the complete technical conversion of your insurance agency data into Applied Epic. They coordinate and secure the source-system backup, restore the database, extract and transform the data, prepare Applied Epic BOB-ready import files, run the import process, reconcile the results, and support first-run verification. Your team stays focused on the acquisition and the integration while we handle the data conversion.

From quoting to commissions, HR to marketing, and CRM to compliance — ZoInsure redefines what your insurance tech stack should look like.

Who It’s For

InsurCore is built for independent insurance agencies, broker networks, MGAs, and niche insurance businesses looking for flexibility, automation, and centralized control. Whether you’re replacing outdated AMS software or migrating to Applied Epic, InsurCore provides the infrastructure to operate smarter from day one.


Production Company  Software

Entertainment IT develops specialized software for the live event, audiovisual production, and broadcasting industries. Their platforms help organizations streamline project management, inventory and warehouse operations, CRM, proposals, scheduling, communications, and other day-to-day business processes. They also develop innovative tools designed specifically for production professionals, helping businesses operate more efficiently in demanding, fast-paced environments.

Our team has had the opportunity to contribute to the design, development, enhancement, and integration of several of Entertainment IT's software platforms. From enterprise SaaS applications to workflow automation and custom business tools, we've helped build solutions that simplify complex operations and improve efficiency for organizations operating in the live events industry.

This collaboration highlights our experience delivering scalable custom software, integrating business systems, automating operational workflows, and developing practical solutions tailored to the unique needs of specialized industries.


Client Projects

Contact Us

Anytime by using the chat feature or by sending us an email. 

Address

The Villages, FL 32163

Email

info@holisticbusinessconsultants.com

Phone

+1 352-740-9821