Certificates and renewals, without the retyping.
AI automation for insurance agencies
Certificate requests, renewal questionnaires, and “did my payment post?” fill the agency inbox. We draft the lookups and the intake. A licensed person sends anything that is a coverage opinion.
Certificates are the same email
Holder, wording, and the policy live in the system. The email is still typed by hand.
Renewal questionnaires bounce
Clients send half the answers. Staff re-ask for the rest, one field at a time.
Claims status is a phone tag loop
The agency is not the carrier, but the client still calls the agency first.
Service-team workflows
Certificate drafts
A request is matched to the policy you name. The draft waits for a person to issue it. The model does not bind coverage.
Renewal question chase
Missing fields become a specific list. A person reviews it before it goes to the client.
Status explanations
A drafted note says what your system shows. It does not promise a carrier decision.
We do not bind coverage, interpret a policy, or tell a client they are covered.
Licensed staff still own
- •Coverage opinions
- •Binding and endorsements
- •Claim advice
- •Any comparison of carriers you have not written
A free 30-minute call, then a Payback Audit (1–2 weeks), then a build if you want one. Your build quote includes a written timeline and support period. Before we change anything, we measure how long the task takes today, so you can see what changed.
Health-related businesses should talk with us on the free call about their privacy requirements before sharing any patient information.
Example only. Not a real client.
The sample plan shows the shape of a Payback Plan. Your numbers will be yours.
The Payback Audit is $1,500. The fee is fully credited toward any build started within 60 days.
Satisfaction guarantee: If you don't think your Payback Plan was worth the fee, tell us within 14 days of your readout call and we'll refund the full $1,500, no questions asked, and you keep the plan. If you instead apply the fee as a credit toward a build within 60 days, the refund no longer applies.
“Can it tell a client they are covered?”
No. It can collect the question and draft a note for a licensed person. Coverage statements stay with the agency.
“What about personal information on applications?”
The audit lists the fields and the system. We do not claim a GLBA or state-insurance certification. You approve what a tool may store.
“Is this for personal lines or commercial?”
Either, but not both in the first workflow. Certificate-heavy commercial service is a different job from personal-lines renewal chase. The audit picks one.
Count the certificate emails.
The Payback Audit prices that queue before you add another service hire.