FOR INSURANCE BROKERS

Train your agency into AI.

A trained AI that knows your carriers, your lines of business, and your office tone. It runs the intake, drafts the renewal outreach, and routes the lead to the right broker — who signs off on every quote.

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WHAT IT KNOWS

The agency in your head, written down.

Your carrier appointments, your intake checklists, your renewal calendar. The stuff the senior broker already keeps in their head.

– your carrier appointments and your lines of business (auto, home, life, commercial)
– your quote-collection process — the questions you actually ask
– your claims-handler intake checklists per line
– your renewal calendar and your cross-sell rules
– your office tone — how the senior broker talks to a worried policyholder
– your underwriting hard-stops — when the AI must hand off to a human

WHERE IT SHOWS UP

The quote followed up. The renewal flagged. The broker prepped.

Same trained intelligence on SMS, voice, web, and the broker’s screen — same agency tone on every surface.

– SMS quote follow-up — the single most-dropped insurance task on the board
– voice for missed calls during the daily quote rush
– website intake with carrier-routing rules baked in
– renewal-window outreach drafting — never bound, always broker-signed
– an internal coverage-lookup copilot for the broker’s screen
– claim-status FAQ replies that read from your real claims notes

A SAMPLE EXCHANGE

A bundle-quote inquiry, after hours.

Real flow: four-question intake, claims history captured, routed to the right broker for the actual quote. The AI never quotes rates — the carrier and the licensed broker do.

Lead (website chat, Wednesday 6:42pm)

Looking for an auto + home bundle quote. Renewals up in 30 days.

Trained agency AI

Happy to help — I’ll collect the intake and route it to a licensed broker for the actual quote. Four quick questions: who is your current carrier, what zip code is the home, what year and model are the vehicles, and any auto or property claims in the last five years?

Lead

GEICO right now. Zip 30308. 2022 Subaru Outback. One windshield claim two years ago.

Trained agency AI

Thanks. I’ve packaged the intake for Maria — she’s our P&C broker for 30308 and works with three carriers that price competitively against GEICO at that zip. She’ll review and follow up tomorrow morning with a quote. To be clear: I don’t quote rates myself; carriers and the licensed broker do that.

The trained AI does not quote rates. Carrier-specific quoting and policy binding stay with the licensed broker.

BEFORE / AFTER

The follow-up sent on time. The intake done right.

Before

– Quote follow-up SMS goes out a day late — the lead has already shopped elsewhere.
– Inbound website intake misses half the questions the broker needs.
– Renewal-window outreach gets postponed every quarter.
– Coverage-question lookups take five minutes per call.

After

– A trained AI follows up in your tone within minutes; the broker quotes.
– A trained AI runs the full intake checklist before it hits the broker.
– A trained AI drafts renewal outreach on schedule; the broker reviews and sends.
– The trained AI surfaces the answer from your binder in seconds.

OUTCOMES

The numbers we will publish — once we have them.

No fabricated metrics. We ship outcomes from real agencies in design partnership and sign every receipt.

Quote follow-up SMS response time (median): TODO · design-partner pending
Intake completeness on first pass: TODO · design-partner pending
Renewal-window outreach sent on schedule: TODO · design-partner pending
Cross-sell prompts surfaced per active client per quarter: TODO · design-partner pending

WHY SPECIALIZED

A model that knows your book — and knows when to hand off.

A generic AI has never read your carrier appetites. It does not know which lines you are appointed for, which zips your commercial carrier writes, which underwriting hard-stops trigger an immediate hand-off. It will confidently quote a rate it has no authority to commit. That is a regulatory problem.

A trained model reads your carrier list, your intake forms, your renewal calendar, and a year of your office SMS. It runs intake the way the senior broker runs intake. It never quotes rates and never binds coverage — that authority stays with the licensed broker. It hands off the moment the intake surfaces an underwriting flag.

Carrier-specific quoting and policy binding stay with the licensed broker. The trained AI intakes, drafts, and routes — at a fraction of what a full-time CSR costs a year.

THREE QUIET GUARANTEES

Trust is the foundation, not the pitch.

– Eval-gated replies. Every reply passes an evaluation before it ships. If confidence drops or the intake surfaces an underwriting flag, the message routes to a licensed broker instead of bluffing.
– Verifiable billing. Every charge is Ed25519-signed and verifiable offline. Designed to start at Ready.
– Your data stays yours. Client intake, claims notes, and carrier appetites live in your account. Never pooled across agencies. Never used to train platform models.

ALSO TRAINED ON