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AI ideas for insurance agencies

Rules That Apply

Follow carrier and state rules for customer data.

We go over these with you before anything is built. This is not legal advice, so check the details with your own advisor.

Quick to set up

Storm claim first notice help

The busywork
After hail, clients don't know what to photograph.
How AI helps
AI walks them through what to document and drafts the claim notice for the agent to check.

Rule we review with you. Follow carrier and state rules for customer data.

More ideas

Quote intake from current policy
Some setup

Quote intake from current policy

The busywork
Retyping a prospect's current coverage to quote it.
How AI helps
Clients share their carrier data or upload a dec page, and it flows into your rating.

Rule we review with you. Follow carrier and state rules for customer data.

Self service certificates of insurance
Some setup

Self service certificates of insurance

The busywork
A contractor needs a certificate of insurance today.
How AI helps
Clients pull their own certificates from active policies, within limits you set.

Rule we review with you. Follow carrier and state rules for customer data.

Renewal rate change reviews
Some setup

Renewal rate change reviews

The busywork
Big renewal increases slip through unnoticed.
How AI helps
AI flags renewals over a change you set and drafts a review offer. The agent decides who to call.

Rule we review with you. Follow carrier and state rules for customer data.

Farm and ranch equipment schedules
Some setup

Farm and ranch equipment schedules

The busywork
Ag clients need their equipment listed for coverage.
How AI helps
AI organizes equipment lists and photos into a schedule for the agent.

Rule we review with you. Follow carrier and state rules for customer data.

Coverage gap review
Some setup

Coverage gap review

The busywork
A client has no umbrella or flood coverage and doesn't know it.
How AI helps
AI reads dec pages and points out possible gaps. The agent decides what to recommend.

Rule we review with you. Follow carrier and state rules for customer data.

Dec page extraction
Quick to set up

Dec page extraction

The busywork
Reading scanned dec pages by hand.
How AI helps
Upload the dec page and the details get pulled out for you to check.

Rule we review with you. Follow carrier and state rules for customer data.

Military move policy changes
Quick to set up

Military move policy changes

The busywork
A military client gets orders and has to move policies to a new state.
How AI helps
AI builds a checklist for moving each policy. The agent handles the changes.

Rule we review with you. Follow carrier and state rules for customer data.

Renewal shopping without asking twice
Some setup

Renewal shopping without asking twice

The busywork
When a renewal needs shopping around, the client gets asked the same questions all over again.
How AI helps
AI collects what changed one time and fills in carrier submissions from confirmed client records. It lines up carrier answers side by side, and the licensed agent picks the coverage.

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