Insurance
The Insurance AI Suite built for independent agencies
Automatic combines quote automation, claims triage, and policyholder chatbots so your team delivers faster service without compromising compliance or client trust.
Where agencies feel the impact
- Quote automation that collects submission data, checks appetite, and assembles proposals inside your AMS
- Claims triage assistants that gather context, prioritize severity, and route tasks to the right team
- Policyholder chatbots that answer coverage questions, issue certificates, and log every interaction
- Producer enablement dashboards that surface cross-sell and renewal risks in real time
How we work with your team
Map the opportunity
Our two-week AI Opportunity Audit zeroes in on submissions, service inboxes, and claims handoffs. We rank use cases by ROI, compliance risk, and implementation effort.
Launch a 30-day pilot
Pick an AI MVP Sprint for quote automation or a Workflow Automation Blitz to streamline service. We integrate with your AMS or CRM and keep humans in the loop at every step.
Measure, train, and expand
Dashboards track time saved, response times, and retention lift. We train producers and account managers, then expand to additional lines or offices.
What agencies are achieving
Independent agencies use our automation suite to eliminate manual data entry, speed up quote preparation, and keep renewal pipelines on schedule. AI-assisted intake, AMS integrations, and automated follow-ups work together to reduce busy-work and free up producers for client advising.
- Significantly faster quote preparation across personal and commercial lines
- Automated renewal outreach that starts weeks before expiration
- Producers spend more time on client relationships, less on data entry
Insurance agency FAQ
What agency owners and service leaders ask us before kicking off an AI project.
Will AI replace my producers or account managers?
No. Our goal is to remove manual prep so your licensed team can focus on advising clients. Automations handle repetitive tasks—producers stay in charge of relationships and approvals.
Can you work with the systems we already use?
Yes. We integrate with Vertafore, Applied, HubSpot, Salesforce, AgencyZoom, or custom tools using APIs and secure connectors. When APIs are limited, we design compliant workarounds.
How do you keep client data secure and compliant?
We follow SOC 2-aligned practices, limit data retention, and can deploy private models when needed. Every engagement includes access controls, audit logs, and a human override.
What kind of results can we expect?
Recent projects have reduced quote preparation time by 70%, kept renewal outreach on schedule without extra hires, and improved response times by several hours per request.