AI transformation for insurance agencies

Your production desk, without re-keying.

Applications, policies, renewals, approvals and several carrier portals: the work around the sale that eats your production team's week.

30 minutes, no charge. A written pilot plan in 48 hours. No commitment after the pilot.

Demo data

Production board · today

WhatsApp · Email · Web

Already at work: A large insurance agency

From 15–20 minutes a policy to 3.

As reported by the agency's operation.

Before: Every policy was keyed in by hand, 15 to 20 minutes each.
Now: The system finishes each policy in 3 minutes. The person's part: about 3 minutes a day, uploading the files.
What it gave them: 80% to 85% less time per policy. For every 100 policies, 20 to 28 hours of work go back to the team, and the calls that need judgment stay with people.

So yours starts faster: what already runs in the industry is the starting point.

01
Every application is re-keyed.
Someone on the team copies each application into the carrier's portal, one after another.
02
Every carrier, a different portal.
Each carrier has its own screens, and every change on their side stops the work on yours.
03
Errors cost money.
A keying mistake shows up after the policy is issued, and then it's fixed with the carrier.

WorkflowAlready at work
Issuing without re-keying
Policies issued with nobody keying them in. Anything unclear waits for a person.
WorkflowAlready at work
Checked before it goes out
A mistake is stopped before it costs money.
AppAlready at work
A production board
All of today's policies, and where each one stands, on one screen.
Assistant
"Where's the policy for...?"
Answered from the portal, email and CRM, with the source, on WhatsApp or by email.
Workflow
Renewals
This month's renewals, with the offers ready for review before anyone picks up the phone.
Workflow
Documents from WhatsApp
Documents that policyholders and agents send on WhatsApp go into the right file, and the draft reply waits for approval.

Name the process that costs you most. In two weeks we learn it and hand you a written report on what we found.

30 minutes, no charge. A written pilot plan in 48 hours. No commitment after the pilot.