AI automation for independent insurance agencies
AI automation for small independent insurance agencies: certificates of insurance, renewal prep, policy checking and document intake into your agency management system, with licensed staff in control.
Independent agencies juggle many carriers, portals and forms. I help small agencies move the repeat paperwork out of the inbox and keep licensed staff in charge of advice and coverage decisions.
Where the time goes
- Certificates and endorsements. Requests for certificates of insurance and routine changes.
- Renewals. Gathering updated information, remarketing prep and renewal reminders.
- Document intake. Reading dec pages and carrier documents and getting them into the agency system.
What I set up
- Certificate requests checked against the policy and drafted for staff approval
- Renewal prep lists that start on a schedule, with customer reminders
- Carrier documents read and filed, with key fields pulled for review
- Policy checking drafts that flag differences between what was quoted and what was issued
Rules to respect
Agencies handle personal and financial information, so the Gramm-Leach-Bliley Act and state insurance privacy rules apply, and licensed staff must give the advice. I keep customer data in your agency system and approved tools, and I never let an automation bind coverage or give advice on its own.
How it works
- Process audit. I sit with the people who do the work, map where the hours go, and rank the tasks worth automating. You get a short written plan. Small offices can start with the half-day starter instead.
- First build. I build one automation inside the tools you already use. It only touches what it needs, a person approves anything that matters, every action is logged, and there is an off switch.
- Training and care. Your team learns to run it in plain language. Care covers tuning and fixes after launch.
Pricing is on the home page.