AI for insurance agenciesOpen for engagements

Multi-carrier quotes in one intake.

Independent agencies compete on speed and service. We build the AI layer that quotes faster, takes claims around the clock, nurtures renewals, and surfaces every cross-sell — so producers focus on the relationships that matter.

Where the hours go

Where independent agencies bleed.

The agency that quotes first usually wins. The agency that renews on autopilot keeps the book.

01

Quoting takes 30 minutes per carrier per line · producers do their own data entry

02

Claims intake by phone, business hours only · FNOL filed late

03

Renewals slip because nobody had time to nurture

04

Cross-sell opportunities in the book that never get surfaced

05

Carrier appointments going stale because submission volume dropped

06

Compliance documents and disclosures handled in inboxes

The agents we ship

The agents we put on an insurance agency.

Built for independent agencies running personal lines, commercial lines, or both. We deploy under your AMS with carrier integrations live on day one.

01

Multi-Carrier Quote Agent

One intake form. Quotes from every carrier you're appointed with, side by side, in the producer's inbox in minutes.

Quote turnaround · 30min → 8min
02

Claims FNOL Agent

Voice + web, 24/7. Captures the claim in the carrier's preferred format, files FNOL, books the adjuster call, sends the client the next-step summary.

FNOL filed · within 1h
03

Renewal Manager

60 days out: reviews coverage, rates the market, drafts the renewal email + meeting invite. The producer reviews, sends, closes.

Renewal retention · ↑ 6pts
04

Cross-Sell Surfacing

Reads every account, flags who's underinsured or eligible for more (umbrella, life, commercial). Producer gets a weekly list with the suggested ask.

Avg new line / qtr · +14
Integrations

Plugs into the AMS and rating tools you already pay for.

  • AMS360
  • Applied Epic
  • EZLynx
  • QQCatalyst
  • HawkSoft
  • Vertafore Sagitta
  • Salesforce Financial Services
  • DocuSign
  • QuickBooks
How we engage

From audit to live agents in 30 days.

Day 01–03

We map every place this business loses time or money.

A real walk-through. Phones, inboxes, spreadsheets, the apologies. Ranked list. Dollar value attached to each leak.

Day 04–10

First agent live, paying back its cost in week two.

We pick the highest-ROI agent for insurance agencies and ship it. Real customers interacting. Real dollars on the line.

Day 11–30

Full roster live. Console handed over.

By day thirty the stack is operating. Train your team and own the code, or stay on Run and we operate it for you.

FAQ — insurance agencies

What every owner asks before they engage.

Can the quote agent really hit every carrier I'm appointed with?+
If the carrier offers a comparative rater, real-time API, or upload-driven submission, yes. We've built integrations into Progressive, Travelers, Chubb, Nationwide, Liberty Mutual, and most regional carriers. New carriers usually come online inside two weeks.
What about regulated client communications?+
Renewal emails, claim acknowledgements, and disclosure statements all go through the agency's approval workflow before send. Audit trail is built in.
Will my producers fight this?+
Producers love the time back. We position the agents as the agency's bench — the producer is still the relationship; the agents are the rest of the team.
From the principal's desk

Quote faster. Renew on autopilot.

30-minute call. Bring your top 3 commercial lines or top product mix. We'll show you exactly which agent shaves the most hours and the most leakage.

Engagement intake

Tell us about your insurance agencies business. We come back within one business day.

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