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AI automation · Insurance Agencies

AI automation for insurance agencies

Insurance agencies run on repetitive servicing work: quote requests, renewals, certificates of insurance, endorsements and 'where's my claim' calls. We build AI automations that handle that volume inside your agency management system so producers can focus on writing business.

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What we automate for insurance agencies

01

Quote intake

Prospects answer guided questions by chat or form; the assistant collects everything a carrier needs and creates a complete record for a producer.

  • Website
  • AMS
  • Comparative rater
02

Renewal outreach

Renewals are flagged months ahead, clients are contacted with the right questions, and accounts at risk are routed to a producer.

  • Applied Epic
  • HawkSoft
  • Email
03

Certificates of insurance

COI requests by email are read, checked against the policy and prepared for issue, cutting turnaround from days to minutes.

  • AMS
  • Email
04

Policy servicing

Address changes, driver and vehicle updates and ID card requests are captured, validated and queued for processing.

  • AMS
  • Client portal
05

Claims status updates

Clients get proactive updates on open claims, and questions are answered from the claim record.

  • Carrier portals
  • SMS
  • Email
06

Cross-sell opportunities

Account data is reviewed for coverage gaps and producers get a short list of who to call and why.

  • AMS
  • CRM

Works with the tools you already use

  • Applied Epic
  • Vertafore AMS360
  • HawkSoft
  • EZLynx
  • Salesforce
  • Microsoft 365
  • DocuSign

Built safely

AI never binds coverage or gives coverage advice; licensed staff make those decisions. Data handling follows your state and carrier requirements, with full audit trails.

  • Clear scope and price before work starts
  • Human approval where it matters
  • Monitoring and full activity logs
  • Senior US team, 500+ products shipped

Common questions

Can AI handle certificate of insurance requests?

Yes. It can read the request, verify it against the policy and prepare the certificate for staff to approve and send, which removes most of the manual work.

Does it connect to Applied Epic or AMS360?

We connect through each system's available APIs and integrations. We confirm exactly what's possible for your agency management system during scoping.

Will clients know they're talking to AI?

We recommend being transparent, and assistants always hand off to a licensed agent when a client asks or when advice is needed.

What does an insurance automation project cost?

Focused automations on top of your AMS cost far less than a full custom build. We provide a fixed scope and price after a short discovery call.

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Ready to automate your insurance agency?

Tell us which work eats the most hours. We'll show you what to automate first and what it costs. Free, no obligation.

Get a free estimate