Insurance
AI for the book. Built around how you serve clients.
We work with independent agencies and brokers to put AI inside the work that runs every account. Policy questions, renewals, claims intake, and certificates. Less time digging through policies. More time advising clients.
Why us
We focus on insurance because client service runs on speed and accuracy, and your AMs are buried.
Account managers should not spend half their day reading policies to answer one coverage question. Renewal season should not be a fire drill. We take the routine policy grind off your team so they can do the high-value account work that wins and keeps clients.
What we build
An AI partner across your full book of business.
Policy Q&A
Policy answers with citations
Your full book read and indexed across every carrier. Coverage questions answered in seconds with the exact policy section cited.
Renewals
Renewal pipeline and re-marketing
Every renewal date tracked. Re-marketing kicked off 120 days out. Quotes assembled from carrier appetites before the deadline lands on you.
Claims & certs
Claims intake and certificates
First notice of loss generated and routed to the right carrier. Certificate requests handled automatically in the background.
What changes
Real outcomes across your agency.
Client coverage questions answered in seconds
With the exact policy section cited. Your AMs stop hunting through PDFs and start sounding sharper on every call.
Renewal season stops being a fire drill
Every policy tracked. Re-marketing started early. No carrier missed. Your team works the book, not the calendar.
Claims intake takes minutes, not hours
FNOL drafted, routed, and confirmed without manual data entry. Faster service when clients need you most.
Certificates send themselves
Vendor and lender requests handled in the background. Your AMs stop being a certificate factory.
Our process
A disciplined approach to AI across your agency.
Step 01
Map your book and your AMS
We learn your carrier mix, your AMS (Applied Epic, AMS360, Hawksoft), and how your AMs handle client requests today.
Step 02
Index the policies and wire the agent in
We bring your full book into the agent. We test it on live policy questions with your AMs in the loop. Every answer cites the source.
Step 03
Train your team and keep the book current
As you bind new policies and update endorsements, we update the agent. AMs ramp up in days, not months.
Get started
Let's give your AMs their day back.
A free 30 minute discovery call. We learn how your agency serves clients today. We show you exactly where AI fits and what we would build.