Built for insurance agencies
AI agents for independent insurance agencies
Independent agencies run on renewals, follow-ups, and paperwork — exactly the work AI agents are best at. We build production agents that plug into the tools your CSRs already use, so your team spends its time selling and advising instead of chasing documents.
Where insurance agencies lose the most time
- Renewal season buries CSRs in re-quoting and re-marketing work
- Certificate of insurance requests interrupt real work all day long
- The document chase — dec pages, loss runs, signed apps — never ends
- Cross-sell opportunities sit unworked in the book because nobody has time
What the industry data says
- 52% of insurance executives report revenue growth attributable to AI investments(Grant Thornton insurance survey, 2026)
Agents we'd build for insurance agencies
Every project starts with one high-volume workflow, shipped to production in weeks with monitoring and human handoffs — then expands once it proves itself.
Renewal prep agent
Pulls each upcoming renewal, gathers the current policy details, flags changes in exposure, and drafts the re-market submission before your account manager opens the file.
COI request handler
Reads incoming certificate requests from email, checks the policy, issues the standard certificate, and only escalates the nonstandard ones to a human.
Document chase agent
Follows up on missing dec pages, loss runs, and signatures on a polite, persistent cadence — and files them correctly when they arrive.
Book-of-business miner
Scans your book for monoline clients and life-event signals, then queues warm cross-sell outreach for your producers with the context already written.
How working with us goes
- 1
Audit. Run the free AI audit (or book a call) — we map your three highest-impact automations before any commitment.
- 2
Scope. We pick ONE workflow with clear volume and clear rules, and define exactly what done means.
- 3
Ship. The agent goes to production in weeks — integrated with your tools, monitored, with human handoffs where judgment lives.
- 4
Expand. Once it proves itself in your numbers, we extend to the next workflow.
Common questions
Do AI agents work with our agency management system?
Usually yes. We build against whatever your agency runs — AMS360, EZLynx, Applied, HawkSoft, or plain email and spreadsheets — and we scope integration feasibility in the first call, before you commit to anything.
Will an agent make coverage decisions?
No. We build agents that prepare, chase, draft, and file. Anything judgment-critical — coverage advice, binding, exceptions — stays with your licensed team, with the agent handing them a ready file.
How long does a first agent take to ship?
Weeks, not quarters. The typical first project is a single high-volume workflow (like COI handling or renewal prep) shipped to production with monitoring, then expanded once it proves itself.
What does it cost?
Projects are scoped individually — it depends on the workflow and your systems. The free AI Opportunity Audit is the fastest way to see what we'd build first and why.
See what agents would do for your insurance agencie first
The free AI Opportunity Audit reads your website and returns the three highest-impact automations for your operation — in about 30 seconds, no call required.