Insurance Agencies

Your producers should be selling policies — not shuttling the same details between portals.

One application, typed again into every carrier portal. Renewals that only get worked when someone remembers. Claims intake over the phone and onto a notepad. ACORD forms filled by hand. We automate that work end to end and keep it running.

Book a call See what we automate
Works with
Your agency management system, carrier and rating portals, ACORD forms, and the email submissions arrive in.
Built around
Licensing and suitability rules. Automation prepares and routes the work; a licensed producer still makes every call that has to be theirs.

What we automate

The work that keeps coming back

These are the processes we see eating the most time in this line of work. You do not have to take all of them, and we start with whichever one is costing you most.

Quoting and submissions

Application data captured once and submitted to every carrier in the right format, with quotes returned into one comparison instead of five browser tabs.

Renewals

Expiring policies surfaced early with the remarketing work already prepared, so renewals are reviewed on a schedule rather than remembered.

Claims intake (FNOL)

First notice of loss captured completely the first time, acknowledged to the insured, and routed to the carrier without a callback to fill gaps.

Endorsements and certificates

Certificate and endorsement requests fulfilled from current policy data and issued the same day, without pulling a producer off new business.

Three ways in

Start where it makes sense for you

The same three levels of scope apply here as everywhere else. Most engagements start in the middle and move outward.

  1. 01

    Govern what you already run

    If your team is already using AI tools on this work, we put structure around it first: house rules your tools load automatically, reusable playbooks, and a data-handling policy that is actually enforced.

  2. 02

    Automate a workflow — or several

    The most expensive process on the list below, built and wired into the systems you already use, run alongside your current way of working until it is proven, then switched over.

  3. 03

    An agent that owns the role

    For work that is less a workflow than a job: an agent that handles the function end to end, with defined authority over what it decides alone, what it escalates, and to whom.

Not sure which one you need? That is the first conversation — tell us what is eating your week and we will tell you whether it can be automated and roughly what that takes.

Who else we help

Other industries we work with

Different systems, same pattern: repetitive, deadline-driven work that still gets done by hand. If yours is not listed, the pattern usually still holds.