An insurance brokerage that runs on AI
Your agency, answering the phone at 2 AM.
A new lead from your website gets a call back within minutes. Quotes from your carriers land in one comparison, renewals are re-shopped two months out, and a client with a burst pipe gets a person on the line at any hour. A licensed agent still approves every quote, every change and every piece of advice.
This page is an illustration of what a department could hand to AI. The company, the people and the documents are made up. What we deliver is set out further down.
- Intake
- Quoting
- Service desk
- Claims desk
- Renewals
- Service desk Fills in the certificate of insurance for Hillcrest Property GroupLocal
- Service desk Checks the policy is active and the limits match the job: $1 million per occurrenceLocal
- Service desk Reads Ray's request and pulls his general liability policyLocal
Your new team
Meet your
AI employees.
- IntakeCalls back new leads and gathers what a quote needs.Full time
- QuotingCollects prices from your carriers and compares them.Full time
- Service deskHandles certificates, policy changes and billing.Full time
- Claims deskTakes first notice of loss by phone, day or night.Full time
- RenewalsRe-shops policies before they renew and spots gaps in cover.Full time
An illustration that plays on this page
How the work
could flow.
Work comes in by email, phone and forms, an AI picks up the routine part, and anything that matters waits for a yes from a person. It is a simulation, so nothing here touches a real system.
- Handled today
- 0
- Things made
- 0
- Waiting for a person
- 0
- Minutes per case
- 0.0
Coming in
- IntakeCalls back new leads and gathers what a quote needs.
- QuotingCollects prices from your carriers and compares them.
- Service deskHandles certificates, policy changes and billing.
- Claims deskTakes first notice of loss by phone, day or night.
- RenewalsRe-shops policies before they renew and spots gaps in cover.
Made just now
Finished work lands here: letters, calls, videos, pages. Each one made for one person.
The department runs by itself. Work comes in and the AI team handles it. Anything that needs a person goes to the tray below.
Waiting for a person 0
Nothing waiting. Offers, exceptions and anything unusual come here for a yes.
What just happened
An illustration on a fast clock. The people, the company and the documents are made up. The kinds of work, where each step runs and what waits for a person are how we set these departments up.
Examples, made up
The kind of thing
AI can draft.
Illustrations of drafts an AI can prepare for one person, with their name and their details. Press play on the call, the voice note and the video. Click the document to read it.
- AIHi Jordan, this is the AI assistant at Your Agency. You asked for a car insurance quote a few minutes ago. Is now a good time?
Voice call. Calls Jordan back four minutes after the form came in
Making the video
Video message. Makes Ann and Walter a video that explains their renewal
Hi Keisha, it's the assistant at Your Agency. We have everything for your home quote except the roof inspection report. Two of the carriers need it before they'll give a final price. You can snap a photo of it and reply to this message. Once it's in, Erin will have your quotes ready the same day.
Voice note. Sends Keisha a voice note about the missing report
Your car insurance options, Jordan.
Four carriers, the same SUV, checked by Erin Walsh, your licensed agent.
Get startedWeb page. Builds Jordan a page that compares the options in plain words
Your water claim, Marisol
- ✓Claim reported
- ✓Main water valve off
- Upload photos of the damage
- Keep receipts for drying or repairs
- Talk to Erin at 9 AM
App screen. Sends Marisol a claim checklist with a photo upload
Document. Fills in the certificate of insurance for Hillcrest Property Group
- From
- service@youragency.com
- To
- ray@delgadoroofing.com
Your certificate for the Hillcrest job
Hi Ray, your certificate of insurance for Hillcrest Property Group is attached. I've sent a copy to their property manager, Gina Ford, so you're clear to start Monday.
If they ask to be added as an additional insured, reply here. That one needs Erin to look at your policy first.
Email. Emails the certificate to Ray and to Hillcrest's property manager
- Agency AIAI
New water claim overnight: Marisol Vega, burst pipe under the kitchen sink, 11:40 PM. Water is off, nobody hurt. Claim opened with Harborline, HL 20 7731.
- Agency AIAI
She asked if it's covered. I told her you'd call by 9 AM. Her policy and the call recording are on her file.
- Erin Walsh
Thanks. I'll call her at 8:30.
Team chat. Posts the claim for Erin to pick up first thing
Spreadsheet. Collects quotes from four carriers and lays them side by side
Who stays in charge
The AI does the work.
A person decides.
- A licensed agent approves every quote before it goes to a client, and binds every policy. The AI never binds cover.
- The AI does not give coverage advice. When someone asks if they're covered, a licensed agent answers.
- Policy changes, cancellations and renewal recommendations wait for a licensed agent's yes.
- Anyone who calls can ask for a person instead of the AI, at any hour, and gets one.
- Client records, driver details and claim notes stay on the AI computer in your office.
What it takes
You see one AI employee.
Underneath, we build all of this.
A role that runs on its own is a piece of engineering. It touches your old software, your logins, your money and your clients, and it has to keep working after the day we hand it over.
- The role, mapped step by stepEvery task, every exception and every person it touches, written down before we build.
- Your desktop programsDeskVNCThe agent works old Windows software and remote desktops the way your staff do.
- Portals with no APIBrowserGlassCarrier, county and supplier sites, with saved logins and a person able to take over.
- Reading every documentInvoices, forms and emails read, checked against your records and flagged when they disagree.
- Approval gatesMoney, clients and filings stop for the person you name, with a clear yes or no.
- Fraud and control checksBank detail changes verified by callback, bills checked for duplicates, duties kept separate.
- A recording of every runWatch what the AI did on screen, step by step, whenever you need to check.
- Private models on your hardwareWe choose, install and tune the AI on a machine you own, so your files stay in the office.
- A sandbox on every machinePsrootAgent work runs walled off from the rest of the computer.
- Watching it day and nightStuck work, failed logins and odd results raise an alert on our side.
- Upkeep when software changesScreens move and vendors update. We adjust the agent so the role keeps running.
- Credentials kept safePasswords held in a vault, never pasted into a chat, and access limited to what the role needs.
- The first task of the role, built into your own programs and portals, tested on your data before it goes live.
- from $3,500
- Each further task in the same software, until the whole role runs end to end.
- $2,500 to $5,000
- Care, a month: we watch it and adjust it when your software changes.
- from $400
- Private AI on a machine you own, so the role runs in your office. The machine at cost.
- from $6,500
Hire this department,
one AI employee at a time.
We map how the work is done today, build the first task to a written quote and test it on your own data before it goes live. Then the next task, until the whole role runs end to end.