The AI employee for independent insurance agencies.
It tracks renewals before they lapse, chases the documents clients forget, and follows up the open quotes, so your producers sell instead of shuffling paper. Built around your AMS and your workflow.
Most of the agency day is repetitive admin
Renewals, ACORD forms, certificate requests, endorsement processing, claims follow-ups, routine service calls. None of it is selling, all of it has to happen, and it quietly eats the hours your producers should spend writing business. An AI employee absorbs that repetitive load so the team works the renewals and quotes that actually move revenue.
of their time spent on manual, repetitive tasks, reported for more than half of agencies
Insurance workflow automation reporting (2026)Figures cited are from third-party sources, linked above. They describe the industry, not Automatask results.
What it handles in an insurance agency
Real, repetitive workflows an AI employee can own end to end:
Renewal tracking & reminders
Watches expiration dates, opens the renewal early, and reaches out to the client before the policy lapses, nothing falls through the cracks.
Chasing missing documents
Requests and follows up on the signatures, loss runs, and supporting docs needed to bind, until they actually arrive.
Quote follow-up
Follows up every unsigned quote on a schedule so open business does not go cold while the team is busy.
Certificates & service requests
Handles routine COI requests and common service questions, and escalates only what genuinely needs a human.
New-lead response
Answers inbound prospects fast, captures the details, and books the call while interest is still warm.
Policy-change intake
Collects the information for endorsements and changes in a clean, consistent format ready for your system.
How insurance agencies actually start automating
You do not automate the whole agency on day one. The agencies that get value fastest start with one painful, repetitive workflow and expand from there.
Start with renewals, the highest-leverage workflow
Renewals are predictable, deadline-driven, and expensive to miss, which makes them the ideal first automation. The AI employee tracks the book, opens renewals on time, and runs the client outreach, while your producer keeps the relationship and the final call.
Automate the chase, not the judgment
The safe rule: automate collection and follow-up (documents, reminders, status updates), keep coverage decisions, advice, and exceptions with a licensed human. Clients get faster service; nothing that requires judgment is handed to a machine.
It works with the system you already run
An AI employee connects to the AMS, email, and tools your agency already uses, rather than forcing a rip-and-replace. The goal is to remove the busywork between your existing tools, not add another platform to learn.
How you get one
From first call to a working employee.
Free diagnostic
A short call. We map where your hours actually go and find what an AI employee should take over first.
Built around your process
We build your employee around your tools and the way you already work, not a template, your employee.
It works, we improve
It starts taking over the agreed tasks. You supervise, we make it better every month.
Frequently asked questions
No. It removes the repetitive admin (reminders, chasing documents, status updates) so your licensed team spends its time on the work that needs a human, advising clients, handling exceptions, and writing business.
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