How It Works
Configured Around Your Book, Not a Generic Workflow
Every deployment starts with the lines you write, the carriers you place with, and the line where a licensed person has to take over. Here is what that looks like.
What It Does
Six Jobs It Takes Off Your Team
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 Timeline
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.
What It Connects To
It Plugs Into the Stack You Already Run
We do the integration work. You do not migrate systems to accommodate the agent.
Your Management System
AMS360, Applied Epic, HawkSoft, EZLynx and the rest. The agent reads where you allow it and writes only where you tell it to, which for most agencies starts at nowhere.
Your Carriers and Markets
Carrier portals, raters and the submission requirements each market always asks for, so a packet goes out complete rather than coming back as a question.
Your Email and Documents
Outlook or Gmail, and wherever policies, loss runs and applications actually sit. Most service work arrives as an email with an attachment, so that is where the agent works.
Your Renewal Calendar
Expirations, audits and open quotes surface where you already look, at the date you need to start rather than the date it lapses.
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.