AI for Insurance Agencies
AI for Insurance Agencies gives a four-person service team around 20 hours a week back, because renewals open themselves 90 days out, client paperwork gets chased without anyone writing the emails, and insurer quotes land on the broker's desk already side by side.
Free · 30 minutes · Yours to keep
Renewal prep
Every renewal starts 90 days out with the client's updates already in, so there's time to remarket.
Sound familiar?
It's all up onthe office wall.
The same four headaches, pinned up every week and never quite sorted.
Renewals start too late
The expiry report says 60 days, but nobody opens the file until three weeks out. Then it's a scramble for updated details, a rushed remarket, and a client who hears about a price rise with ten days to go.
Chasing paperwork from clients
Wage figures, driver lists, schedules of values, signed proposal forms. An account handler emails for each one, waits, emails again, and still ends up ringing the client the week the submission is due.
Retyping insurer quotes
Four insurers send four PDFs in four layouts. Someone copies premiums, limits, excesses and exclusions into a spreadsheet by hand before the broker can even start comparing them.
Claims calls that interrupt everything
A client with an open claim rings you, not the insurer. Your team logs into the insurer's portal, reads the loss adjuster's notes, and calls back. It happens several times a day and none of it is billable.
The automations
12 automations we buildfor Insurance Agencies.
Click any one to read exactly how it works: the steps, the software it runs in, and where you sign off. There's enough on each page to build it yourself, or we build it with you.
And 9 more, biggest saving first
- Mid-term policy changes4 hrs a week
- Claims status updates3 hrs a week
- Client file compliance checks3 hrs a week
- Pre-visit briefs3 hrs a week
- Renewal and service-due reminders3 hrs a week
- Cross-sell reminders2 hrs a week
- Certificate of insurance requests2 hrs a week
- Missed premium follow-up2 hrs a week
- Insurer appetite and wording updates2 hrs a week
Hours back are typical, not promised. Yours get worked out on the call.
What it's worth
$47,150
a year back in the business, typically
20.5 hours a weekoff your desk.
In a typical week these jobs take 29 hours. Your elves take 20.5 of them. Here's the sum, shown in full, at a modest $50 an hour.
- Renewal prep7$16,100
- Chasing client documents4.5$10,350
- Comparing insurer quotes4$9,200
- Claims status calls and emails3$6,900
- Certificate requests2$4,600
20.5 hours back a week × 46 working weeks × $50 an hour
- 90 days
- notice on every renewal, not three weeks
- Same day
- certificates for clean requests
Typical figures, not a promise. Your free live build gives you your own.
You sign off
Supervised first.Hands-off only where you say.
Your elves draft, sort, chase and remind. Anything that can't be undone, or that speaks for the business, waits for your OK.
- 01
The first few weeks
Supervised
Every draft waits for your OK before it goes anywhere.
- 02
Once you trust it
Routine ones go out
Only the kinds you pick go out on their own. The rest still wait.
- 03
From then on
Check-ups
We look after your elves and adjust them as the business changes.
At every stage
It won't be perfect. That's why a person sees anything that matters.
Renewal prep
The account manager decides whether to renew as is or remarket, and talks to the client about any price change.
Client document collection
An account handler reviews anything flagged as incomplete and deals with any client reply that's a question rather than a document.
Your software
Keep the software you pay for.Your elves work inside it.
Every job on this page runs inside software you already use. Your team keeps working the way it does now.
The number on each is how many of the 12 jobs on this page run in it.
Using something else? We build into that instead. See all the software we work with.
Your business
- 11Outlook
- 11Gmail
- 4Google Drive
- 11Google Sheets
- 2DocuSign
- 3HubSpot
How it starts
See it working before you pay a cent.
It starts with a free 30-minute call. We build one real thing with you, on your own work, so you see exactly what this does. If there's more worth doing, you get a plan and a price in writing.
01 · 30 minutes
Free live build
Bring one job, say renewal prep. We build it with you on the call. It's yours, whatever you decide.
02 · In writing
Your plan
What we'd build next, the hours it should save each week and the price, in writing.
03 · Built for you
We build it
Around how your business already works, inside your software. You sign off before anything goes live.
04 · Your call
Hand over or keep improving
Take it over with video guides for everything, or keep us on monthly to improve it and build what's next.
- What does AI for an insurance agency cost, and how long does it take?
- The price is in a written proposal we send within 48 hours of the free call. Most insurance agency builds take one to two weeks, then run supervised before we hand them over.
Free, 30 minutes, and what we build is yours.
Already know what you need? Ask about a one-off build or a retainer.
Related pages
The rest of the businessgets its hours back too.
Each page is one part of the business, with the jobs we build for it.
FAQ
What owners ask us first.
Something we haven't covered? Ask it on the call.
We use Applied Epic (or Acturis, or Winbeat). Will AI work with it?
Usually, yes, and we check exactly what your broking system allows on the free call, before we quote. Where Applied Epic, Acturis or Winbeat can share data, we connect to it. Where it can't, the build works from your inbox and a shared sheet, and your team keeps entering policy changes the way they do now.
Will AI ever bind cover or tell a client what to buy?
No. The AI in an insurance agency collects, sorts and summarises. Recommendations, binding, and anything you'd put your name to stay with a licensed person on your team.
Is our clients' information safe?
Your clients' information stays on accounts your agency owns. Each elf only gets access to the mailboxes and folders it needs. Every permission is listed in the handover pack, and you can switch any of them off yourself.
Will clients know the emails are automated?
Client emails come from your agency's address in your own wording. Anything that isn't routine, like a question about cover or an unhappy client, goes to a person before a reply goes out.
Do we have to change insurers or software?
No. We build around the insurers, portals and broking software your agency already uses. The point is less retyping, not a new system to learn.
What does AI for an insurance agency cost, and how long does it take?
The price is in a written proposal we send within 48 hours of the free call. Most insurance agency builds take one to two weeks, then run supervised before we hand them over.
Next step
Take one job off your desk this week.
Every week you wait is another week of the same jobs done by hand. Book a free 30-minute live build and leave with your first elf working.