The problem
Sound familiar?
Account managers spend 30%+ of their time reading policy documents to answer client questions
Renewal season is a fire drill — tracking hundreds of policies, re-marketing, generating quotes
Claims intake is manual and slow
Every missed renewal or slow response risks losing a client
Your agent
Meet your Policy & Claims Assistant
Here's what it does for you, every day, around the clock.
Reads and indexes your full book of policies across all carriers
Answers coverage questions from clients or staff: 'Is flood included?' 'What's the deductible on the commercial auto policy for XYZ Corp?'
Tracks every renewal date and initiates re-marketing 120 days out
Processes claims intake: collects information, generates first notice of loss, routes to the right carrier
Generates quotes from applications by matching coverage needs to carrier appetites
Handles routine follow-up communications — premium finance reminders, certificate requests
A day with your agent
What a typical day looks like
Agent sends renewal pipeline report: 12 policies up for renewal in the next 30 days. Re-marketing packets already started for 8 of them.
Client calls asking if their commercial property policy covers water damage from a burst pipe. Agent reads the policy and provides the answer with the exact section reference in 15 seconds.
New claim reported. Agent collects the details, generates the first notice of loss form, and routes it to the correct carrier.
Agent sends automated certificate of insurance to a client's vendor who requested it. No manual work needed.
The math
A no-brainer investment
Account Manager / CSR
$55–85K/yr
$5K–$7K/month
IronOps AI Agent
$2,500
per month
Annual savings
$30K–$54K
per year
FAQ
Common questions
See what a Policy & Claims Assistant would look like for your agency
30-minute call. No pitch. We'll show you exactly what we'd build.
Book a Call