AI Agents for Insurance Agencies
Renewals, COIs, quote intake, and service requests on Applied Epic, HawkSoft, and EZLynx
contact us nowRenewal Radar
A commercial-lines renewal agent that reads your AMS, carrier portals, and inbox 120 days out, flags accounts at risk, and drafts the remarketing packet. Built and tuned on your live book.
COI Agent
Certificate requests arrive by email, portal, and phone. The agent reads the request, matches the policy in the AMS, checks holder requirements, and drafts the certificate for a CSR to approve.
Intake & Service Agents
Quote-Intake turns ACORD forms, loss runs, and messy broker email into clean AMS submissions with the gaps called out. Service-Request triages inbound requests, drafts the activity, and routes it.
Staff Augmentation
Senior US engineers who embed with your team on AMS integrations, carrier-portal connectors, and agent development. Hourly, remote or onsite, for as long as the work needs.
US Based
Senior engineers in the United States, on your hours. The engineer on the first call is the engineer who writes the code.
Onsite or Remote
Most work runs remote against your AMS APIs. When it helps to sit with the certificates desk or the renewal team for a day, we come to you.
Multi-system by design
Your AMS vendor will keep shipping single-step assistants inside its own product. We build the workflows that cross the AMS, carrier portals, email, rating tools, and your document system, which is where the actual hours go.
Human approval on every send
The agent drafts; a licensed person approves. Every action is logged with its reasoning and source documents, so an E&O reviewer can reconstruct exactly what happened and why.