Renewal prep
Summarize expiring policies, flag coverage changes, and draft renewal letters for producer review.
Home Insurance agencies
Your tech department for independent insurance agencies.
AI agents that handle your routine work alongside you, even when you take a break. For insurance agencies, that's quoting and renewals, intake and claims follow-up. We set them up to work within your agency's data security policies.
Typical work
Quote comparison
Pull carrier quotes into one side-by-side summary for the client.
Intake and ACORD forms
Turn a phone call or email into a pre-filled application draft.
Client service email
Draft replies to COI requests, billing questions, and endorsements.
Claims follow-up
Track open claims and draft status updates to insureds.
Cross-sell review
Identify book-of-business gaps (e.g., auto-only households with no umbrella).
Your results will depend on your workflows, and we measure them during the Pilot.
Compliance
Insurance agencies handle nonpublic personal information every day. In Connecticut, Conn. Gen. Stat. §38a-38, the Insurance Data Security Law, requires a written information security program and third-party vendor oversight only for licensees with ten or more employees, counting independent contractors who have access to that information. Every licensee still has to investigate and report cybersecurity events.
Pasting a client's dec page into a personal chatbot is a third-party exposure. We set up the tools and controls, including business accounts, data controls, vendor review, and access policies, and we document what we set up so your compliance advisor can use it.
This is not legal advice. Confirm your obligations with your counsel or compliance advisor.
Also for CPA firms, law offices, dental practices, and any small business with repetitive work.