Your CSRs are buried in renewals, endorsements, follow-ups, and call notes. We deploy practical AI systems that handle the repetitive work — so your people can advise, sell, and retain.
No agency principal wakes up wanting "AI." They want more new business, less staff burnout, faster client response, and their evenings back. AI is simply the most powerful tool we have to get you there — when it's applied to the right problems, the right way.
Every hour your team spends on repetitive processing is an hour not spent advising clients or writing new business. We target those hours first.
Faster response times win and keep clients. Freed-up capacity lets producers sell. AI that doesn't move these needles isn't worth deploying.
In a compliance-sensitive industry, AI has to keep a human in the loop and respect client data. Done right, it makes you more trustworthy, not less.
These aren't generic chatbots. Each one targets a specific, repetitive task that's eating your team's time today.
AI assembles renewal summaries, surfaces coverage gaps, and drafts the client review — turning hours of manual prep into a quick review-and-send.
Hours back per renewal cycleRenewal notices, rate-increase explanations, and follow-ups drafted in your agency's voice — ready for a human to review, approve, and send.
Faster, consistent responseInbound leads scored, categorized, and routed to the right producer instantly — so no opportunity sits cold in a shared inbox over the weekend.
Higher hit rateClient calls transcribed, summarized, and written back into your management system as activities and tasks — instead of 30–45 minutes of manual note entry per day. See how ↓
~30–45 min/day per CSRAI compares policy documents against quotes and prior terms, flagging discrepancies before they become E&O exposures your team has to chase down.
Reduced E&O riskAn AI assistant answers common client questions and captures leads 24/7, then hands a clean summary to your team in the morning. Nothing missed overnight.
Never miss a leadThis is the use case agencies ask about most — and the one most generic AI note-takers get wrong. A transcript dumped into a separate app you still have to copy from isn't automation; it's more work. Here's how it should actually flow.
Inbound or outbound client call captured through your phone system, with consent handling built in.
Speech-to-text plus an insurance-aware summary: what was discussed, decisions made, action items.
The summary is parsed into the right structured fields — client, policy, activity type, tasks — not just dumped as raw text.
Logged directly into Applied Epic, HawkSoft, EZLynx, AMS360, and others — with follow-ups created automatically.
Your CSR confirms or tweaks — a quick check, not five minutes of typing. Human stays in the loop.
The reason this isn't already universal comes down to how agency management systems are built. Some — like Applied Epic — now offer modern APIs that let approved tools write activities and attachments directly. Others are more closed, gate API access behind higher tiers, or have no clean write path at all.
The right approach is an orchestration layer that sits above the BMS: automate end-to-end where an API exists, and where it doesn't, use secure browser automation to pre-fill what it can and surface only the few fields a human needs to finish. Either way, the goal is the same — shrink a five-minute task to a ten-second check.
General-purpose AI note-takers integrate with Salesforce and HubSpot — not HawkSoft, Applied Epic, or AMS360. Bolting them on with brittle workarounds breaks easily. The reliable path is insurance-specific tooling, selected and configured for your exact stack — which is the part I help you get right.
When the repetitive work is automated, the gains compound across your whole team — every day, every renewal cycle.
Figures reflect industry-reported norms for manual note entry; your results depend on your systems and workflows.
We don't drop a dozen tools on your team and walk away. We prove value on one use case, then scale what works.
Map where your team actually loses time to repetitive work, and which of your systems can support automation today.
Deploy one high-impact use case, configured for your BMS, and measure the time it gives back.
Once it's proven and your team trusts it, roll out across the agency with training and adoption support.
Compliance guardrails, human review, and data handling reviewed at every step — built in, not bolted on.
Every AI workflow we deploy keeps a human in the loop, respects client-data privacy, and is designed with E&O and regulatory realities in mind — FSRA and RIBO in Canada, state Departments of Insurance in the US. AI drafts and assists; your licensed people review and decide. That's not a limitation — in this industry, it's the only responsible way to do it.
Start with the free Growth Scorecard — your automation and technology readiness is one of the six dimensions it measures. You'll see exactly where to begin.
Take the Free Scorecard40 questions · 4 minutes · Immediate personalized report · Free