Less admin per policy. Faster answers for clients.
We take the sorting, checking and retyping off your account managers. A licensed person still approves every decision.
Clients want an answer today. Your team is buried in admin.
Endorsements, certificates, claims and renewals all land in one inbox. Meanwhile 83% of policyholders expect a reply within one business day, according to an industry survey reported by IA Magazine.
01 — What we automate
4 examplesInbox sorting
Sorts every email by type, sends it to the right person and drafts the routine replies.
Every request assigned in minutes.
In the library: A shared inbox that sorts itself →B/02Policy checking
Compares the issued policy with the quote and flags every difference.
Mistakes caught before clients see them.
In the library: No more retyping documents →Renewal prep
Gathers renewal details, pre-fills forms and asks clients for anything missing.
Renewals ready earlier.
Certificate requests
Drafts certificates from policy data, ready for one-click approval.
Certificates out the same day.
02 — Works with
Your current software03 — FAQ
3 questionsDoes a person still approve the work?+
Yes. Licensed staff approve anything that goes to a client or a carrier.
Does it connect to our management system?+
Yes, including Applied Epic, AMS360 and HawkSoft, or through email where needed.
Is client data safe?+
It follows your existing access rules, and it can run on your own servers.
Start with one task.
Pick the one that costs your team the most hours. We’ll tell you what it’s worth automating, at a fixed price.