AI Agents for Insurance Agencies

Work done right. Automatically. Forever.

Automate workflows in your insurance agency. Commission reconciliation, agent onboarding and offboarding, COIs and more.

Stella - Stern AI agent

Serious work needs serious AI

How it works

1

Pick Your Workflow

Have us customize our insurance-specific agents

2

Connect Your Systems

We connect to your AMS, carrier portals, accounting system, and other tools

3

Work Gets Done

Agent runs 24/7. Pay only per completed outcome. We maintain and improve it forever.

How to request a Stella agent

1

Schedule a chat

Request an agent that fits your needs. We're the experts - no need to custom-code a flaky agent that "sometimes works". Most importantly, you never have to worry about maintaining your agents. We handle all of that.

Request your agent →
2

Setup credentials and systems

Setup credentials to systems, billing info or invite Stella as a user into your systems. We setup what success looks like for you including guardrails, triple-checking accuracy and making sure the agent is as accurate and perfect as possible. Don't worry - we will work on this with you!

3

Confirm pricing and launch

Stella prices your agent per outcome and asks you to confirm. You can then launch your agent. Enjoy unlimited use of your agent - and you only pay when the agent is done. Stella supports, runs and continuously improves your agent, so just sit back, relax and enjoy all the benefits and savings.

How to launch your agent

1

Trigger your agent

Fill out a kick off form, or send in an email or make an API call.

2

Stella wakes up and works

Your Stella agent wakes up (she is stern but she doesn't mind waking up anytime) and does the job.

3

Track progress and outcomes

Questions, outcomes and tracking is available via API or you can use Tallyfy to visually track and see questions the agent has for you, issues or outcomes.

AI agents organized by workflow

Each agent handles a specific insurance agency workflow

Customer Service

Policyholder support, claims intake, policy changes 24/7

Sales & New Business

Lead qualification, multi-carrier quoting, proposals

Commission & Accounting

Commission reconciliation, agent splits, premium finance

Agent Management

Onboarding, licensing, appointments, E&O compliance

Policy Operations

Renewals, endorsements, COI generation, document management

Agency Technology

System monitoring, backups, integrations, portal management

Compliance & Risk

Regulatory filings, E&O risk monitoring, contract tracking

Why insurance agencies choose Stella

Built for insurance

Understands carriers, policies, commissions, and ACORD forms

Pay per outcome

Per policy renewed, per COI generated, per statement reconciled

Handles multi-carrier complexity

Works with 50+ carriers despite format variations

No IT team required

We build, connect, and maintain everything for you

Ready to automate your agency?

Talk to us about which workflows to automate first