Insurance agents and brokers handle a constant flow of requests: claim notifications, documents to chase, certificates, renewals, coverage comparisons. Each file is simple, but together they end up taking the whole day.
An AI agent follows these files according to your rules, keeps the policyholder informed at every step and prepares the documents for you. You keep the advice, the negotiation with insurers and underwriting decisions.
What an AI agent takes care of#
Track every claim#
Claim recorded, documents requested, policyholder informed at every step, through to closure. Template: Claims tracking.
Get ahead of renewals#
Two months before each renewal date, the policyholder is contacted with a review of their coverage. Template: Insurance renewals.
Compare insurers' offers#
Several offers compared coverage by coverage in a clear table, for you and for your client. Template: Coverage comparison.
Send certificates right away#
Certificate requests handled in minutes: document generated, sent and archived. Template: Insurance certificates sent.
Where to start#
Certificates and document follow-ups are high-volume, low-risk tasks: a good first agent, and you will quickly see the difference in your inbox. Describe the task to the architect, or start from an industry template: it will only ask the questions that apply to you, and the price is shown before launch. The pricing page details the plans.