Process applications in minutes, not days
AI-powered document processing, application intake, and policy analysis that turns your paperwork backlog into a competitive advantage.
faster application processing with AI document extraction. Agencies using it report 30-50% cost reduction and 600% ROI in the first year.
Source: McKinsey Insurance Industry Report 2024
A commercial prospect just submitted a new application. 12 pages of ACORD forms plus a current dec page.
Your CSR usually spends 25 minutes keying this in. The prospect is also waiting on quotes from two other agencies.
Application Received
Prospect submits ACORD 125, ACORD 126, and current dec page through the agency portal.
Document Classification
AI identifies each form type, reads the handwritten and typed fields, and pulls all insured information, coverage lines, and limits.
Data Extraction and Mapping
AI extracts 60+ fields: named insured, business classification, locations, prior claims, requested limits, and current premium.
Rater Pre-Population
Extracted data flows directly into your comparative rater. AI pre-selects the right carriers based on business class and appetite.
Gap Analysis
AI compares current coverage against the application and flags a missing umbrella policy and an outdated equipment schedule.
Quote Package Ready
CSR gets a clean summary with all data pre-filled, carrier options ranked, and talking points for the coverage gaps.
First quote out the door in under 5 minutes. The other two agencies are still keying in the ACORD forms.
The problems keeping you up at night
New applications sit in a queue while staff manually keys data from ACORD forms, driver's licenses, and dec pages
Policy renewals require pulling docs from three different systems and comparing coverage line by line
Cross-selling existing clients means reading through their entire file to find gaps you could fill
Here’s how we fix it
ACORD Form Processing
AI reads ACORD forms, dec pages, and supporting documents, then populates your management system automatically
Renewal Intelligence
AI compares expiring policies against current coverage options and flags changes worth discussing with the client
Cross-Sell Identifier
AI analyzes your book of business and spots coverage gaps across each client's portfolio
Claims Document Router
Incoming claims documents get classified, extracted, and routed to the right adjuster without manual sorting
Sound like your insurance agents & brokerages business?
30 minutes. Free. We’ll show you exactly what this looks like for you.
What this means for your bottom line
Without Automation
22 minutes average to process a new application manually
With Robot Friends
6 minutes with AI extraction. 70% faster across your entire book.
Within 45 days
Before you decide
How long does setup take?+
Do I need to be technical?+
Do I own what you build?+
What if I'm not sure this is right for my insurance agents & brokerages business?+
Ready to stop leaving money on the table?
Book a free discovery call and see exactly how automation can work for your insurance agents & brokerages business.
No commitment. No pressure. Just a clear plan.