AI Workers for Insurance Agencies
They work inside the web portals you already use, with the logins you already have — starting with submissions to your direct appointments.
AI that actually does the work.
Our AI workers don't just draft and suggest; they take actual work off your team's plate.
Workers operate their own computers (based in the US), clicking and typing like human employees would. They work directly inside the web portals you already use, with the logins you already have.
AI workers that know your agency.
Our AI workers already know basic insurance tasks out-of-the-box, but your agency has its own way of doing things. Describe it in a message, and our platform writes it up as a standard operating procedure.
Not sure of the exact steps on a portal? Send a worker to complete a task, and it comes back with the procedure written down.
Automation with guardrails.
Our AI workers are built to pause and ask for your permission before anything final, like uploading a file, submitting a form, or sending an email.
How much work they may complete without asking is up to you, one site at a time, and easily configurable.
Take the load off your account managers and virtual assistants.
Let our AI workers run time-consuming clerical tasks for you. We are currently running pilots with a select group of forward-thinking independent insurance agencies in the Bay Area.