AgentOps / Business services / Insurance agencies and brokers
AgentOps for insurance agencies and brokers
We drive down operating costs and make your team more efficient by handing the repeat work to AI agents, one area at a time, starting with a guaranteed pilot.
Your producers and account managers should be with clients. Instead they're re-keying applications, sending certificates and prepping renewals. We hand that repeat work to AI agent pods, one area at a time.
Use this if you run an insurance agency or brokerage, your service team is buried in certificates, renewals and data entry, and you want to grow your book without growing staff at the same speed.
In one short call, we map every department, find your 3 biggest time drains, and show what fixing them is worth. Free, and yours to keep.
What you do with the time back
The agents take the repeat work. You decide what your team does next.
Win 1
Grow without hiring
Serve a bigger book with the same team. The pods handle the certificates, renewal prep and data entry.
Win 2
Move good people up
Account managers spend more time on reviews, cross-selling and keeping clients.
Win 3
Reshape the team over time
As pods take the service work, you decide how to shape the team. On your own schedule.
By department
The repeat work we hand off
This is the work that eats the week in most insurance agencies. Your Hand-Off Map finds your biggest drains.
Client service
- Issue certificates of insurance
- Handle ID card and change requests
- Answer policy questions from your files
New business
- Collect client info and fill in applications
- Send submissions to carriers
- Line up quotes side by side for review
Renewals
- List renewals coming up
- Request updated client info
- Draft renewal summaries for review
Claims support
- Log first notice of loss
- Send claim status updates
Agency accounting
- Match carrier commission statements to the books
- Chase unpaid premiums
- Post payments
Sales and reporting
- Build cross-sell lists from your book
- Build the producer pipeline report
Your people keep the judgment calls. Agents do the repeat steps and hand anything unusual to a person.
Example first pods
Each pod is built around one set of work it runs from start to finish. Your agent division grows pod by pod, beside your team.
to clients, growth and problems only people can solve
Example only. Your Hand-Off Map picks your real first pod.
Step 1
Start with the Pilot
One pod goes live in about 30 days. The before-and-after measure is agreed up front.
Step 2
One pod, one set of work
Each pod runs one set of work from start to finish, and logs every step.
Step 3
Add the next pod
When the first pod proves itself, we add the next one from your plan.
Step 4
Your division takes shape
Pod by pod, they add up to a second division that works beside your team.
Systems
Works with the tools you already use
Common systems we see in this field. No need to switch.
- Applied Epic
- Vertafore AMS360
- HawkSoft
- EZLynx
- IVANS
- Carrier portals
- Comparative raters
- Salesforce or HubSpot
- QuickBooks
- Microsoft 365
We check first. Your free Hand-Off Map checks every system you use: can we connect, and can we automate? If the answer is no, we say so and pick a different first pod.
Enterprise value
What it means for your company's value
Agency buyers look at growth, how many clients renew and margin.
Pods that speed up renewals and service help keep clients. They also let the same team handle a bigger book. Both show up in what a buyer will pay.
Every pod is tracked against a before-and-after measure, so the gain is written down, not guessed.
Start free
See what you can hand off first. Free.
Use this if you want to know which department to hand to AI agents first, what its bottleneck costs you each month and whether it's safe to start.
What you get
- 1Every department, scannedThe biggest bottleneck in each one, and the systems it runs on.
- 2Hours and dollarsWhat each bottleneck costs you each month, and what fixing it could add to EBITDA and company value. Shown as estimates.
- 3Your top 3 hand-offsRanked on a simple value-vs-ease chart, so your first pick is clear.
- 4A yes or no for every systemOur Tech Check covers tools like Applied Epic, Vertafore AMS360, HawkSoft, EZLynx and more. Can we connect? Can we automate?
- 5A security snapshotGreen, yellow or red: where your data lives, who can reach it and what stays with a person.
- 6A 30-day pilot planFor your first pick, with the before-and-after measure agreed up front. Ready to approve.
- 7A one-page board summaryForward it to your board, partners or investors as is.
- 83 quick winsThings your team can do this week, without us.
- 9The cost of waitingWhat each month of not fixing the bottleneck costs you.
How to get it
- Fill in a short formTell us about your departments, the work that eats their week and the systems you use.
- Have one short callWe walk through each department: where the hours go and what the work runs on. No logins needed.
- Get your mapYour Hand-Off Map comes to you after the call. It's yours to keep.
Free, and yours to keep. No obligation.
Want a full security review too? Ask about the Security Assessment add-on on your call.
Request your Hand-Off Map
Pick a time for your short call, then fill in the short form.
Questions
Will agents give coverage advice?
No. Your licensed people advise and bind. Agents do the prep and admin steps.
Can you connect to our agency system?
Your Hand-Off Map checks each system and carrier portal you use: can we connect, and can we automate?
Other industries
Same approach, built around different work. See how AgentOps works.
Industry
Business services
Accounting, staffing, insurance, legal, agencies, IT, engineering and logistics.
See the page →