Agentic operations for insurance brokerages

Surfaces every renewal 90/60/30 days out with everything the producer needs to act.

Scans your AMS for policies expiring in 90/60/30 days, checks whether a marketing submission exists, flags missing loss runs and stale exposures. Drops a renewal brief in your workspace and creates AMS activities for the producer so nothing falls through the cracks.

Turns a qualified CRM deal into a fully spun-up account + workspace.

When a CRM deal moves to 'Qualified,' the agent enriches the company, creates the client + opportunity + marketing submission shell in your AMS, spins up an account workspace, and notifies the team in chat — all without an AM touching a keyboard.

Reads the shared service inbox and routes every endorsement into the AMS with a drafted reply.

Watches the shared service inbox, classifies inbound emails (add driver, update address, add insured, etc.), creates the right AMS activity, drafts the carrier submission, and replies to the client with an acknowledgment.

Owns the awkward back-and-forth of getting loss runs out of carriers.

Identifies upcoming renewals missing loss runs, drafts carrier request emails on a cadence, logs each touch as an AMS activity, and escalates after N attempts. The AM only gets pulled in when a human is actually needed.

Hands the producer a one-pager 30 minutes before every client meeting.

Before any calendar event with a client, the agent assembles a one-pager: active policies, premium trend, open service items, recent activities, last claim. Emails it 30 minutes prior or posts to a workspace page.

A daily morning brief per producer — only the accounts that need attention.

Each morning, every producer gets a digest: accounts with claim spikes, premium drops, overdue activities, contracts ending, upsell signals from the CRM. Replaces 'go dig through the AMS to figure out where to focus today.'

Catches commission variances before they cost you real money.

Compares carrier commission statements against your AMS commission agreements and payable contracts, flags variances, and drafts a dispute log ready for someone to action.

Keeps the AMS activity queue from rotting.

Finds overdue or orphaned AMS activities, reassigns based on servicing role, nudges owners in team chat, and escalates aged ones to managers. Stops the silent accumulation of dropped balls.

Keeps the AMS and CRM honest.

Keeps AMS contacts in sync with CRM contacts, flags duplicates, missing emails or phones, and mismatched producer-of-record assignments. Quietly fixes the long tail of bad data that breaks downstream automations.

Alerts the team before a claim reserve surprises the client.

Monitors claim reserve changes over time, flags material drift against thresholds, and alerts the account team before the client finds out from the carrier. Turns reactive damage control into a proactive client conversation.

Handles certificates of insurance end-to-end.

Parses the COI request, pulls policy data from your AMS, generates the certificate, sends it to the requester, and logs the activity. Turns 12 hours/week of AM paperwork into a 5-minute AM review.