Real service work. Not another portal to log into.
The Insurance Agent. More Than AI. Your Personal Operating System.
The Insurance Agent works your renewals, assembles submissions, drafts certificates for review and chases the claims that went quiet. It learns your lines, your carriers, your standing rules, and the line where a licensed person has to take over.
Agency Operations
Most of the Day Is Paperwork. The Licensed Part Is the Small Part.
The conversation that needs a licensed opinion is rare. The other forty things are a certificate, a renewal list, a submission packet and a follow-up nobody sent, and they consume the person qualified to handle the rare one.
The Insurance Agent takes the first pass on all of it (renewals, certificates, submissions, comparisons and the chasing nobody enjoys) so the licensed judgment goes where it is actually needed.
What It Does
A Dedicated AI Agent for Your Agency
Loaded with your lines and your carriers. Configured to your states. Stopping exactly where you tell it to.
Renewal Tracking
The renewal list worked at ninety days instead of thirty, with what changed since last term already flagged and the outreach drafted.
Certificates, Drafted and Sorted
Routine certs pulled off the policy in force and ready to check. Additional insured wording and anything unusual held for a licensed person, by rule.
Submission Assembly
Applications, loss runs and supplementals gathered into a package a market can actually work, so quoting starts at the market rather than the paperwork.
Side-by-Side Comparisons
Options laid out evenly, with exclusions stated as plainly as limits. Built to inform a recommendation, never to make one.
Claims Status Chasing
Open claims followed up on a cadence and the client kept informed, so the file does not go quiet until somebody calls angry.
Client Communication
Service email, renewal notices and coverage explained in language a client can follow, in your agency's voice, for you to approve.
The Process
From Consultation to Running in 2 Weeks
We Learn Your Agency
The lines you write, the carriers you place with, the states you are licensed in, and how the office is staffed. Then the important part: what may go out unattended, and where a licensed person must always take over.
The Service Work Starts Arriving Done
Certificates come back drafted. Renewals surface early with the account assembled. Follow-up on open quotes and claims goes out on schedule instead of when somebody remembers.
It Learns How You Write
Your phrasing, your standing rules, the questions your clients always ask, and the wording your carriers want. The drafts need less editing every week.
Who It's For
Configured Around the Chair You Sit In
A producer is being pulled off selling, a CSR is drowning in certificates, and an owner is doing both. Same vocabulary, different days. Pick the one that sounds like you.
Client Results
What Clients Say After 30 Days
Agencies, brokerages and wholesale desks, all getting the same thing back: the hours that went into service work.
Commercial Lines
“Certificates were a full day a week between two people. Now they come back drafted off the policy and we check them, and anything with additional insured wording gets held for me automatically. That last part is why I said yes.”
Agency Principal
Independent agency, contractors book
Personal Lines
“Renewals used to hit us at thirty days and we would re-market whatever we could get to. Now the list comes at ninety with the account already pulled together. We are keeping business we used to lose on price because nobody called.”
Agency Owner
Two-office independent agency
Benefits
“The comparison it builds is the thing. Limits, exclusions and what actually differs, side by side and plainly stated. I present it instead of building it, and clients ask better questions.”
Benefits Producer
Employee benefits brokerage
Wholesale
“Half our declines were incomplete submissions. It gathers what each market always asks for before anything goes out. Same desk, noticeably more quotes back.”
Broker
E&S wholesaler
Claims Service
“Claims used to go quiet and the client would find out from the adjuster. Now it chases status on a schedule and drafts the update. We stopped having that conversation.”
Account Manager
Commercial agency, 9 staff
Producer
“It follows up on every quote I send. That is it, that is the whole pitch, and it paid for itself the first month. The accounts I was losing were not going on price.”
Commercial Producer
Independent agency
Representative client experiences. Identifying details withheld at client request.
Investment
Built for Agencies That Need More Than Another Dashboard
Two ways to start. Build your agent yourself in about fifteen minutes, or have us scope and configure it around your book on a call.
Custom deployments are scoped to your management system, your service volume, and how much you want the agent to own, and priced during your consultation.
Get Started
Ready to Meet Your AI Insurance Agent?
Build your agent online in about fifteen minutes, or schedule a 30-minute consultation and we will show you exactly how it would be configured for your agency.