AI and automation for insurance agencies
Quote requests answered fast, renewals and missing documents chased, and policy questions answered, with a licensed agent making every recommendation.
Where time gets lost.
- Quote requests sit until an agent is free, and some buy elsewhere.
- Renewals and missing documents depend on someone remembering to follow up.
- Clients call with the same policy questions every week.
- Certificates and forms are typed in by hand.
What we'd automate.
- It collects the details your agents need and books a time with a licensed agent, who gives the quote and advice.Website and text chat
- Reminders before renewal and for missing documents, to clients who agreed to hear from you.Workflow automation
- Office hours, how to report a claim, where to send documents, answered from your own guides. Coverage questions go to an agent.Answers from your documents
- Applications, declarations pages and certificates read and entered into your management system, with anything unclear flagged.Document processing
Tools common in this industry.
- Applied Epic
- HawkSoft
- EZLynx
- AgencyZoom
- Outlook
We confirm each connection on the plan review call. Some of these tools only allow approved partners to connect.
Only a licensed agent gives coverage advice or quotes. Calls and texts go only to people who agreed to hear from you.