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AI for independent insurance agencies

Certificates, renewals and proposals, handled in minutes.

Agencies run on repeat service work: COI requests, endorsements, renewal remarketing and side-by-side quotes. We automate the routine steps so CSRs and producers spend their time on clients.

What eats the week

  • Certificate of insurance requests piling up
  • Renewals tracked in spreadsheets and memory
  • Comparing carrier quote PDFs line by line
  • Service emails without clear ownership
  • "Who writes this risk?" asked ten times a day

What we build, in order of payoff

  1. 01Service inbox triage that creates activities in your agency system
  2. 02COI drafting for one-click CSR approval
  3. 03Quote comparison and branded proposal builder
  4. 04Renewal pipeline 120/90/60 days out, with remarketing started
  5. 05Policy checking: issued policy compared against the binder
  6. 06Office Brain over carrier appetite and underwriting guides

Insurance

Agency Service Desk Pack

$7,500setup · $895/mo

  • Service inbox triage into your agency system
  • COI drafting (or Certificial/NowCerts set up)
  • After-hours service & claims Front Desk
  • Carrier appetite Office Brain
  • Trust Layer + 90-day tune-up

Add the Renewal Engine (proposals, policy checking, 120/90/60 loop) for $5,000 + $495/mo.

Start with a free audit

Works with

Applied Epic · HawkSoft · EZLynx · NowCerts · AMS360 · Outlook

Compliance & safety

Set up for GLBA and Massachusetts 201 CMR 17. AI drafts and compares; a licensed person reviews coverage before anything reaches a client.

The building blocks

Agents that fit insurance offices best

  • Flagship

    Front Desk

    Every call answered, every lead captured.

    A voice and text agent that answers in your business's name around the clock. It qualifies callers, books appointments, takes intake details, texts back missed calls, and pages a person when something is urgent.

    • After-hours legal intake with conflict check
    • Maintenance emergencies routed to on-call
    • Missed-call text-back booked into Jobber

    from $1,500 + $399/mo

    Law · Property · Trades · Insurance

  • Flagship

    Paper Chase

    The documents show up without anyone chasing.

    Sends each client a checklist and reminders, takes photos and uploads without a login, renames and files what it can read, and lists who is still holding up the return.

    • Tax organizers and W-2/1099 collection
    • Renewal questionnaires and loss runs
    • Bank statements into QuickBooks

    from $2,500 + $349/mo

    Accounting · Insurance · Law · Property

  • Flagship

    Office Brain

    Your operations manual, written and answerable.

    A private assistant trained on your procedures, handbook, carrier guides and past work. It answers staff questions with the source attached. We interview your senior people and turn what they know into written procedures.

    • "What do we do when a client gets a CP2000?"
    • "Which carriers write vacant dwellings?"
    • New hires productive in days, not months

    from $2,500 + $249/mo

    Every office

Let's look at your insurance workflow

15 minutes on a video call, and only if the document chase is the problem. We don't design a custom automation.

Book the free audit See pricing