Insurance agencies
74% of agents name carrier-portal retyping as their top pain. We prefill the forms for your team to approve.
We help agencies handle certificates, service email and renewals, with a licensed person approving.
Independent property and casualty, commercial lines and benefits agencies, most with about 10 staff.
Where the time goes
Certificates, service email, renewals and carrier quote forms take the day. In Applied Systems' 2026 survey of 702 independent agents, 74% named retyping client data into carrier portals as their top pain point. Applied Systems is a software maker.
What we’d build first
- AI task: Draft certificates of insurance for a person to approve
- AI task: Sort the service inbox and draft replies for review
- AI task: Prepare renewals and carrier quote forms for review
The rules we build to
- Only a licensed producer may sell, solicit or negotiate insurance, so a licensed person on your team approves every quote, coverage statement and piece of advice.
- We work within the data security and privacy rules your state applies, such as the NAIC Insurance Data Security Model Law, now adopted in 28 jurisdictions.
- Automated texts and AI voice calls need the client’s consent under the federal TCPA, and marketing messages need written consent.
- Certificates are drafted for a person to check, because certificate mistakes are a common cause of agents' errors and omissions claims.
An example day at an insurance agency
- AI task: Draft 12 certificates of insurance for reviewApproved by Dana
- Call a restaurant owner about a renewal increase
- AI task: Sort 40 service emails and draft 15 repliesApproved by Marcus
- Walk a contractor through umbrella coverage options
- AI task: Fill in 6 carrier quote forms from one client fileReady for review
This is an example, not a promise. The assessment finds what fits your business.
See where AI could save your team time.
In a free 30-minute call, we learn how your team works and find the tasks worth starting with. You keep the ideas either way.