ProFiles™ carried your agents for twenty years.
The next twenty start here.
FlowOS proposes an AI-powered modernization of Record Guardian's agency management platform — find any document in seconds, generate carrier-ready reports in one click, and let an always-on assistant handle the busywork — delivered with zero downtime for the 2,000+ agents who rely on it every day.
FlowOS builds data operating systems for teams at
+30% productivity · −30% operating cost, on average+30% productivity · −30% operating cost, on average01 · What we found
The platform works.
The foundation has aged out.
ProFiles™ has served 2,000+ agents across 700+ offices since 2006 — proof the product is right. Our technical audit of the live system shows the stack beneath it is now the single biggest risk to the business.
PHP 5.3.3
CriticalApplication runtime
Reached end of life in August 2014. The platform has run for over a decade without security patches, on the public internet.
Apache 2.2.15
CriticalWeb server · CentOS
A server line retired in 2017, on an operating system that has since been discontinued entirely.
jQuery 1.10
HighFront end · 2013
The interface predates the responsive web. It is effectively unusable on the phones and tablets agents actually carry.
Offline
CriticalCustomer login
login.php currently returns a maintenance page. Agents and policyholders are locked out at the front door.
Formmail
HighLead pipeline
Demo requests flow through a legacy formmail script. Every new-business lead depends on a 20-year-old pattern.
0
HighMobile experience · SEO
No responsive layout, no sitemap, no robots.txt — and a permanent banner asking visitors to upgrade their browser.
Findings from FlowOS's independent audit of rgsafe.com, June 2026. Full technical appendix available on request.
02 · What we'll build for you
Ask. Find. Generate.
Your platform does the busywork.
Capabilities designed around how your agents already work — finding documents, producing reports, staying on top of renewals — with AI doing the heavy lifting behind the scenes.
Instant document intelligence
Find any document by asking
Every scanned policy, note, and receipt becomes searchable by meaning — not just file name. Ask “pull up the Hernandez auto renewal from March” and the exact page is on screen in seconds, from the office or a phone.
One-click reporting
Reports that build themselves
Pick a template — or simply describe the report you need — and receive a pixel-perfect, branded PDF, Excel, or Word file. Production reports that took an afternoon now run on demand, or arrive on a schedule.
Auto-classification
Documents that file themselves
Upload or scan, and the system reads it: document type identified, policy numbers and dates extracted, filed to the right customer and cabinet automatically.
24/7 service
An assistant that never clocks out
Policyholders get instant answers and documents through the portal at any hour. Agents get plain-English summaries of any client file. New website leads are captured conversationally and routed before a competitor calls back.
Never miss a date
Renewal & follow-up radar
The system watches every policy date, flags what needs attention each morning, and drafts the outreach — replacing pend trays and sticky notes with a daily briefing.
From export-to-Excel to done
Marketing on autopilot
Campaigns drafted straight from your customer data — personalized email and text outreach by segment, with opt-in compliance built in.
Compliance-grade records
Notes that protect you
Calls and chats are summarized and timestamped into the policy file automatically — so you always know where you legally stand, with records strong enough to show an underwriter or an E&O carrier.
03 · Before / After
A day in the agency, before and after
The same work your offices do today — with the friction removed.
04 · The roadmap
Six phases. Demos every two weeks. No leap of faith.
The same six-step delivery process FlowOS runs for enterprise clients, delivered in four months, start to finish.
Phase 01 · Weeks 0–2 · ✓ complete
Discovery & platform audit
Deep technical and operational diagnosis of the live system. Complete — this proposal is its first deliverable.
Phase 02 · Weeks 2–5
Data architecture & migration strategy
Map every cabinet, document store, and carrier feed. Design a parity-checked migration plan — nothing moves until it is proven, nothing is lost.
Phase 03 · Weeks 5–8
Prototypes in agents' hands
Clickable prototypes of document search, reporting, and the assistant — validated directly with your agents before the full build begins.
Phase 04 · Weeks 8–13
Build, with staged demos
The new platform takes shape in two-week increments — you see working software at every step, never a black box.
Phase 05 · Weeks 13–16
Strangler-fig cutover
Module-by-module switchover with live data parity checks and instant rollback. Zero downtime for agents and policyholders.
Phase 06 · Ongoing
Operate, refine, extend
FlowOS stays as your operating partner — monitoring, feedback-driven iteration, and a growing AI capability on top of clean data.
05 · Outcomes
What changes for the business
The numbers FlowOS holds itself to — measured across engagements with some of Korea's most demanding enterprises.
+0%
Average productivity gain across FlowOS engagements
−0%
Average reduction in operating cost
0×
Faster report turnaround — from a hand-built afternoon to one click
0/7
Client service coverage with the always-on assistant
And the ones that matter most
Agents work from anywhere — the promise on your homepage since 2006, finally true on mobile.
Security you can prove — a fully patched, modern platform replaces eleven years of unpatchable exposure.
A platform that compounds — clean data and an AI layer mean every future feature ships faster than the last.
06 · Why FlowOS
The team Korea's biggest enterprises
trust with their data operations
01
Enterprise-proven
FlowOS designs and operates AI-driven data platforms for teams at Samsung, LG, and SK — environments where downtime and data loss are simply not options. ProFiles™ gets that same engineering bar.
02
End-to-end, not hand-off
Diagnosis, architecture, build, migration, and ongoing operation — one accountable partner across the entire lifecycle. No consultant deck that dies in a drawer, no SI vendor who disappears at launch.
03
We already did the homework
This proposal is built on a real audit of your live platform — every finding above is verifiable today. We respond to working-session requests within six business hours.
07 · Next step
Let's put ProFiles™
a decade ahead. Again.
One 45-minute working session. We'll demonstrate document search and one-click report generation live on sample agency data — and map the first phase together. We respond within six business hours.