All AI Agents
Pick the agent you need. It starts working right away. You pay when work is done.
Customer Service
Policyholder support, claims intake, policy changes 24/7
Policyholder Inquiry Response Agent
Provides instant responses to policyholder questions about coverage, payments, and policies 24/7
What it does:
- ✓ Explains coverage limits, deductibles, and exclusions instantly
- ✓ Provides real-time policy status and payment history
- ✓ Answers billing, premium, and payment arrangement questions
Claims First Notice (FNOL) Processor
Takes first notice of loss from policyholders and submits to carriers with rapid response
What it does:
- ✓ Collects comprehensive claim details from policyholder via phone, email, or web
- ✓ Submits FNOL to carrier electronically within minutes
- ✓ Provides immediate claim number and adjuster contact information
Policy Change Request Processor
Processes endorsements and policy changes from policyholders
What it does:
- ✓ Handles add driver, vehicle, or property requests
- ✓ Creates endorsement quotes quickly
- ✓ Submits changes to carriers electronically
Premium Payment Reminder Agent
Sends payment reminders and prevents policy cancellations
What it does:
- ✓ Sends premium reminders before due date
- ✓ Follows up on overdue premiums
- ✓ Processes payment arrangements
After-Hours Emergency Support Agent
Handles emergency claims and urgent requests outside business hours
What it does:
- ✓ Takes urgent claims 24/7
- ✓ Coordinates roadside assistance
- ✓ Provides emergency carrier contacts
Sales & New Business
Lead qualification, multi-carrier quoting, proposals
Insurance Lead Qualifier Agent
Automates lead research and qualification to identify high-value insurance prospects
What it does:
- ✓ Researches business insurance needs and coverage gaps
- ✓ Scores leads by premium potential and close probability
- ✓ Identifies current carriers and approximate renewal dates
Multi-Carrier Quote Comparison Agent
Automates multi-carrier quoting and creates professional comparison proposals
What it does:
- ✓ Quotes 5-10 carriers simultaneously from single data entry
- ✓ Creates side-by-side coverage and pricing comparisons
- ✓ Highlights best value options and coverage differences
Prospect Follow-Up Sequence Agent
Executes personalized follow-up campaigns for quotes and prospects
What it does:
- ✓ Sends timed follow-ups after quotes
- ✓ Personalizes with coverage details
- ✓ Books quote review appointments
Cross-Sell Opportunity Identifier
Identifies coverage gaps and cross-sell opportunities for existing clients
What it does:
- ✓ Finds clients missing key coverage
- ✓ Flags life events requiring coverage updates
- ✓ Creates targeted cross-sell campaigns
Commercial Insurance Proposal Writer
Creates detailed commercial insurance proposals and comparisons
What it does:
- ✓ Drafts comprehensive commercial proposals
- ✓ Includes coverage comparisons and recommendations
- ✓ Incorporates risk management suggestions
Commission & Accounting
Commission reconciliation, agent splits, premium finance
Commission Statement Reconciliation Agent
Automates carrier commission statement reconciliation against policy records, identifying discrepancies and ensuring accurate agent payouts
What it does:
- ✓ Downloads statements from 50+ carrier portals automatically
- ✓ Parses statements despite format variations and frequent changes
- ✓ Matches commissions to policies across systems
Agent Commission Split Calculator
Automates producer commission split calculations and generates accurate payout reports
What it does:
- ✓ Calculates splits per complex commission schedules automatically
- ✓ Handles multi-level splits, overrides, bonuses, and renewal commissions
- ✓ Applies different split rates by policy type and carrier
Premium Finance Tracker Agent
Tracks premium finance agreements and reconciles payments
What it does:
- ✓ Monitors premium finance agreements
- ✓ Tracks finance company payments
- ✓ Alerts on cancelled agreements
Carrier Statement Download Agent
Automatically downloads commission statements from carrier portals
What it does:
- ✓ Logs into 50+ carrier portals automatically
- ✓ Downloads commission statements and reports
- ✓ Organizes by carrier and period
Agency Accounting Reconciliation Agent
Reconciles premium payments and maintains trust account compliance
What it does:
- ✓ Matches premium payments to policies
- ✓ Reconciles direct bill vs agency bill premium
- ✓ Tracks premiums collected vs remitted
Agent Management
Onboarding, licensing, appointments, E&O compliance
New Agent Onboarding Coordinator
Automates new producer onboarding from licensing through carrier appointments to productivity
What it does:
- ✓ Tracks state licensing requirements and application status
- ✓ Submits carrier appointment applications to 30+ carriers
- ✓ Monitors appointment approvals and follows up on delays
License Renewal & Compliance Tracker
Automates monitoring of producer licenses and continuing education to ensure compliance
What it does:
- ✓ Tracks license expiration dates across all states and lines
- ✓ Monitors CE requirements by state with specific credit types
- ✓ Sends escalating renewal reminders starting 90 days out
Carrier Appointment Manager
Tracks and manages producer carrier appointments
What it does:
- ✓ Monitors appointments by producer
- ✓ Submits new appointment applications
- ✓ Tracks appointment termination notices
E&O Compliance Verification Agent
Verifies Errors & Omissions insurance compliance
What it does:
- ✓ Monitors E&O coverage and renewal dates
- ✓ Tracks coverage limits vs production
- ✓ Ensures carrier E&O requirements met
Agent Training & Certification Tracker
Tracks carrier training and professional certifications
What it does:
- ✓ Monitors carrier-required training
- ✓ Tracks professional designations (CPCU, CIC, etc.)
- ✓ Sends training compliance reminders
Policy Operations
Renewals, endorsements, COI generation, document management
Policy Renewal Automation Agent
Automates policy renewal process from initial client contact through quote comparison and renewal completion
What it does:
- ✓ Identifies policies 60-120 days before expiration automatically
- ✓ Sends change request forms and industry questionnaires to clients
- ✓ Requests renewal quotes from multiple carriers simultaneously
Certificate of Insurance (COI) Generator
Generates ACORD 25/27/28 certificates automatically from policy data with same-day turnaround
What it does:
- ✓ Creates certificates from policy data in AMS automatically
- ✓ Processes rush COI requests with same-day turnaround
- ✓ Handles additional insured and waiver of subrogation endorsements
Policy Endorsement Processor
Processes mid-term policy changes and endorsements
What it does:
- ✓ Handles all endorsement types
- ✓ Calculates premium adjustments
- ✓ Submits to carriers electronically
Policy Document Manager
Organizes and manages all policy documents
What it does:
- ✓ Files documents by client and policy number
- ✓ Extracts key policy data automatically
- ✓ Maintains current and prior versions
Policy Cancellation Processor
Processes policy cancellations and return premium
What it does:
- ✓ Handles client-requested cancellations
- ✓ Submits cancellation to carriers
- ✓ Tracks earned vs unearned premium
Carrier Portal Data Sync Agent
Synchronizes policy data between AMS and carrier portals
What it does:
- ✓ Syncs data between systems
- ✓ Identifies data mismatches
- ✓ Updates AMS with carrier changes
Agency Technology
System monitoring, backups, integrations, portal management
AMS Backup Verification Agent
Verifies agency management system backup completion
What it does:
- ✓ Checks AMS backup job completion
- ✓ Tests backup restoration capability
- ✓ Monitors backup file integrity
Carrier Portal Login Manager
Manages credentials for 50+ carrier portals
What it does:
- ✓ Manages login credentials securely
- ✓ Handles password resets
- ✓ Monitors expired credentials
Agency System Integration Monitor
Monitors integrations between AMS, accounting, and carriers
What it does:
- ✓ Monitors data feeds between systems
- ✓ Checks carrier API connections
- ✓ Alerts on integration failures
Compliance & Risk
Regulatory filings, E&O risk monitoring, contract tracking
Regulatory Filing Deadline Tracker
Automates tracking and alerts for state DOI filing requirements and agency compliance deadlines
What it does:
- ✓ Monitors DOI filing requirements across all operating states
- ✓ Tracks agency license renewal deadlines by state
- ✓ Sends escalating advance compliance notices (90, 60, 30, 15 days)
Carrier Contract Terms Monitor
Monitors carrier contract renewals and contingency deadlines
What it does:
- ✓ Tracks carrier contract renewal dates
- ✓ Monitors contingency bonus thresholds
- ✓ Alerts on notice period requirements
E&O Risk Alert Agent
Proactively identifies potential Errors & Omissions risk situations to prevent claims
What it does:
- ✓ Monitors for E&O risk indicators across all client accounts
- ✓ Flags missing renewals, lapsed policies, and coverage gaps
- ✓ Identifies uncompleted certificate requests and endorsements