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AI Automation

Let AI handle the boring stuff

Deploy specialized AI agents that tackle repetitive insurance tasks. Document processing, carrier research, renewal tracking—running 24/7 so you don't have to.

Pre-built workflows
Human-in-the-loop
Full audit trail

The repetition trap

You didn't get into insurance to do data entry all day.

"I spend half my day processing documents."

Loss runs, ACORDs, applications—an endless stack of PDFs that need to be read, extracted, and entered into systems. The same dance, every single day.

"Finding the right market takes forever."

You know there's a carrier out there who'll quote this risk. You just don't know which one. So you start making calls, sending emails, waiting for callbacks.

"Renewals sneak up on me."

By the time you notice the renewal is due, you're already behind. Now you're rushing to get quotes, scrambling to reach the client, praying nothing falls through.

What if AI agents handled the repetitive work while you focused on relationships?

What agents can do

Specialized AI that works while you sleep.

Knowledge Base Agent

Upload policies, procedures, and FAQs. Ask questions in natural language—get answers with source citations.

Lead Generation Agent

Automated lead qualification and scoring. Capture leads 24/7, route them to your CRM.

BYOK Architecture

Bring your own API keys for Claude or OpenAI. No vendor lock-in, full cost control.

Voice Agents

Phone and web voice agents for claims intake, appointment scheduling, and customer service. Coming soon.

Your automation journey

From manual grind to AI-assisted workflow.

Week 1

First Agent

Deploy your first agent. Watch it process documents while you handle client calls.

Week 2

Finding Rhythm

Agents are handling the routine stuff. You're catching up on the backlog.

Month 1

Reclaimed Time

Hours of manual work now happen automatically. You focus on high-value tasks.

Month 3

New Capacity

Same team, more throughput. You're handling volume that used to be impossible.

KP MJ SR BT +

Join teams automating repetitive work with AI agents.

Ready to stop doing the same tasks over and over?

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