Sound Familiar?
Your phone rings constantly with questions you've answered a thousand times. What's my deductible? When is my payment due? Can you send another copy of my declaration page? Each call takes five minutes, but those minutes add up to hours every day that you're not spending on new business. Meanwhile, renewal notices go out and half your clients don't respond. You know they're not shopping, they're just busy and forgot. But by the time you follow up, some have already switched carriers. Your agency management system has all the data, but turning that data into proactive outreach requires staff time you don't have. You're stuck in a cycle of reactive service instead of proactive relationship building, and your retention rate suffers for it.
AI agents that work for you 24/7.
Policy Service Agent
Handles routine policy questions instantly by accessing your agency management system. Provides deductible amounts, payment due dates, coverage summaries, and document requests. Frees your staff to focus on complex service issues and new business development.
Claims Support Agent
Guides clients through the claims process with step-by-step support. Collects initial claim information, explains next steps, and provides status updates by coordinating with carriers. Reduces client anxiety and your phone volume during stressful situations.
Renewal & Retention Agent
Proactively reaches out before renewals with personalized messages. Follows up with clients who haven't responded, addresses concerns, and schedules review appointments. Improves retention rates by catching at-risk policies before they lapse.
See it in action.
Here's what changes when AI agents handle your agency communications:
Before you arrive, your agent has already answered three policy questions via text. One client needed their deductible, another wanted a copy of their auto ID card, and a third asked about adding a driver.
A client calls about a fender bender. Your agent walks them through the claims process, collects details, and submits the first notice of loss. The client feels supported without waiting on hold.
Renewal reminders went out last week. Your agent follows up with non-responders, answering their questions and scheduling review calls with you for those who want to discuss coverage changes.
A prospect calls asking about homeowners insurance. Your agent qualifies them, collects property details, and schedules a quote appointment for this afternoon.
Your agent checks Applied Epic for policies renewing next month and sends personalized outreach to each client, flagging any with rate increases for your personal attention.
A client's teenage driver just got their license. They text asking about adding them to the policy. Your agent provides an instant estimate and schedules a callback to finalize.
Every policy question answered instantly. Every renewal followed up. Every claim supported. All while you focus on growing your book of business.
Everything you need. Nothing you don't.
24/7 Policy Information
Clients get instant answers about their coverage, deductibles, and payments anytime.
Claims Assistance
Guide clients through claims with step-by-step support. Collect details and provide status updates.
Renewal Management
Proactive outreach before renewals. Follow up with non-responders automatically.
Applied Epic Integration
Full integration with Applied Epic, Hawksoft, and other agency management systems.
Quote Capture
Qualify prospects and collect information for quotes. Schedule appointments with warm leads.
Retention Alerts
Identify at-risk policies based on behavior patterns. Take action before clients shop around.
Get started in minutes.
Connect Your Agency Software
Integrate with Applied Epic, Hawksoft, or your current management system. Your agent accesses policy data in real-time.
Configure Your Services
Define what questions your agent can answer, how claims should be handled, and when to escalate to your team.
Activate Client Communication
Clients reach your agent via phone, text, or your website. They get instant, accurate service.
Improve Retention
Watch your retention rate climb as every client gets proactive attention and instant answers.
“Our retention rate was stuck at 85% for years. Since implementing AI agents, we've jumped to 93%. Clients love the instant answers, and we catch renewal issues before they become lapses. The ROI was immediate.”
Patricia
Agency Principal,Coastal Insurance Group
Pick your server. We handle the rest.
Starter
2 vCPU · 2 GB RAM · 20 GB SSD
- Dedicated server
- All agent capabilities
- Any AI model (Claude, GPT, etc.)
- Management dashboard
- Email support
Pro
2 vCPU · 4 GB RAM · 50 GB SSD
- Dedicated server
- All agent capabilities
- Any AI model (Claude, GPT, etc.)
- More RAM & storage
- Priority support
Business
4 vCPU · 8 GB RAM · 100 GB SSD
- Dedicated server
- All agent capabilities
- Any AI model (Claude, GPT, etc.)
- High-performance server
- Dedicated support
Common questions.
Yes. We integrate with Applied Epic via API. Your agent can look up policy details, coverage information, and client history to provide accurate answers.
Your agent verifies caller identity before sharing personal information. All data is encrypted and access is logged. We follow industry security standards.
Your agent guides clients through the process, collects initial information, and provides status updates. Complex claims decisions still go through your team and the carrier.
By handling service calls automatically, your staff has more time for sales. Your agent also qualifies inbound leads and captures quote information around the clock.
We integrate with your agency management system, which connects to your carriers. The AI works with whatever carriers you represent.
Explore more ways AI can help.
Ready to deploy?
Pick a plan, connect your AI provider, and have your agent running in minutes.