15 minutes. Find 3 workflows worth automating.
AI automation for agencies and brokers.
We help agencies automate the operational work around quote intake, follow-up, CRM cleanup, document review, renewals, and owner reporting without disrupting the way the team already sells and services policies.
We work with independent insurance agencies anywhere in the US, remotely over Zoom.
Insurance-first, not tool-first
The best automation starts with how agencies actually work: intake, producers, CSRs, carrier documents, renewals, and owner visibility.
Start with the agency systems already in place before recommending new tools.
Keep workflows simple enough for producers and CSRs to actually use.
Add review steps where licensed judgment, client communication, or compliance matters.
Tie every automation to time saved, faster response, better retention, or revenue visibility.
Automate the repetitive work around the policy lifecycle.
Each workflow can start as a small build, then expand into a more complete agency operating system.
Quote intake
Capture structured client information, qualify the request, and route the opportunity to the right producer or CSR.
Follow-up
Create email and SMS sequences for new leads, missed quotes, old prospects, and inactive accounts.
CRM cleanup
Design cleaner stages, task rules, required fields, and handoff points so the pipeline is easier to manage.
Document review
Summarize applications, dec pages, loss runs, policy documents, and MVRs so teams can review faster.
Renewals
Build renewal reminders, outreach drafts, producer tasks, and retention visibility before deadlines arrive.
Reporting
Give owners a weekly view of lead source, response speed, quote activity, renewal work, and bottlenecks.
Automate daily service tasks without losing the human touch.
Service requests are the work that never stops: certificates, endorsements, ID cards, billing questions, and policy changes. We help you set up intake that sorts each request, routes it to the right person, drafts the reply, and logs it, with a person approving anything a client sees.
AI-powered data services for agencies
Insurance agency dashboard, renewal tracking, and agency call monitoring.
We build and set up the data layer for your agency, so owners and managers can see what is happening without pulling reports by hand.
Insurance agency dashboard
One admin view of calls (volume, missed calls, callbacks), service tickets and requests (open, aging, by type), and renewals (upcoming, at-risk, status).
Reporting and KPI rollups
Weekly and monthly rollups pulled from your AMS, phone system, email, and CRM, instead of copy-paste spreadsheets.
AI summaries of calls and emails
Short summaries of client calls and email threads, attached to the right account for your team to review.
Alerts
Alerts when a renewal is slipping or a service ticket is overdue, sent to the person who owns it.
Agency system updates after every call
After a client call, someone still has to log the note, update the record, and set the follow-up. We set up a step that drafts the call summary and the record update from your AMS, phone system, and email, then puts it in front of your CSR to confirm before anything is saved. Your team keeps the final say on what goes into the file.
Renewal and quote packets, prepped ahead of time
Before each renewal or remarket, we set up a workflow that pulls current policy details, open items, and missing documents into one packet draft. Your account manager reviews it, fills the gaps, and decides what goes to the client or the carrier. Nothing is sent without a person approving it.
We set this up around your AMS, phone system, and email. The free audit is where we map what you have.
See reporting automationBuilt for P&C and employee benefits agencies.
Personal lines, commercial lines, and benefits agencies run different service and renewal work. We start from how your team actually works. Benefits agencies: renewal prep, census and enrollment requests, and carrier follow-up are common first workflows.
The result is cleaner operations, not more software clutter.
Faster response to quote requests.
Cleaner CRM records and producer task ownership.
Less repetitive data entry for staff.
Earlier renewal outreach and better retention visibility.
Faster document review with human approval.
More useful reporting for agency owners.
Pick one workflow, prove the value, then build the next one.
A good first automation is usually quote intake, missed lead follow-up, document summaries, or renewal outreach. The free audit helps decide which one matters most.
Common questions
Questions agencies ask before they start.
What is an insurance agency dashboard?
One view of calls, service tickets and requests, and renewals, pulled from the systems you already use, so owners and managers can see what needs attention.
What does agency call monitoring include?
Call volume, missed calls, and callbacks, plus AI summaries of calls your team can review. It is set up around your phone system.
Do we need to replace our AMS or phone system?
No. We set things up around your AMS, phone system, and email.
Will AI reply to clients on its own?
No. AI drafts, summarizes, and flags. A person on your team approves anything that goes to a client.
Does the AI update our agency system on its own?
Not by default. We set it up so drafts and record updates wait for a person on your team to confirm them. You decide which steps, if any, can run without review.