Your AI Broker / Agent Support Teammate answers product questions, surfaces policy details, provides real-time underwriting guidance, and supports brokers across every channel — 24/7. Faster answers. Happier agents. More business.
From product questions to policy lookups, your AI teammate provides instant, accurate support that keeps agents selling.
Answers detailed questions about products, coverage forms, exclusions, endorsements, and eligibility — drawn from your complete product library.
Surfaces policy details, coverage limits, effective dates, endorsement history, and billing status in seconds — no portal navigation required.
Provides appetite guidance, eligibility checks, and preliminary risk assessments so agents know what you'll write before submitting.
Available via chat, email, phone, agent portal, and messaging platforms — meeting agents where they already work.
Helps agents find correct forms, generates certificates of insurance, and provides submission checklists — reducing back-and-forth.
Seamlessly escalates complex questions to human underwriters or account managers with full context — no agent has to repeat themselves.
Designed for the executives and managers responsible for agent experience, distribution growth, and carrier competitiveness.
Distribution leaders who need to differentiate their carrier experience, improve agent loyalty, and grow appointment count without adding support staff.
Executives focused on reducing support costs, improving self-service capabilities, and modernizing the agent experience.
Field leaders who need to help agents sell more effectively by removing information barriers and reducing submission friction.
AI Broker / Agent Support directly displaces the support bottlenecks that frustrate agents and cost you appointments.
Every AI Agent Support deployment is benchmarked against the metrics that drive distribution success.
Instant, accurate answers across every channel drive industry-leading agent satisfaction scores.
Agents get answers in under 30 seconds instead of waiting 15+ minutes on hold.
AI handles the majority of routine inquiries, reducing support center headcount and BPO costs.
80%+ of agent inquiries resolved without human intervention — staff focus on complex cases.
Agents who get faster answers submit more business — driving premium growth from existing relationships.
Proactive guidance and submission checklists reduce back-and-forth and speed up the quoting pipeline.
Your AI teammate integrates with the agent portals, CRM, and knowledge systems you already use.
Embeds directly into your existing agent portal for seamless access without additional logins or navigation.
Integrates with Salesforce, Applied Epic, Vertafore, and other agency management systems for context-rich support.
Indexes your complete product library, underwriting guidelines, and forms repository for accurate answers.
Available via webchat, Slack, Microsoft Teams, and SMS for omnichannel agent communication.
Connects to Guidewire, Duck Creek, and Majesco for real-time policy lookups and coverage details.
RESTful APIs and configurable webhooks for custom integration with any distribution or support platform.
A structured, phased deployment that delivers instant agent support from the first sprint.
Every response is auditable. Every escalation is tracked. Built for regulated insurance environments.
Complex questions and binding decisions escalate to human experts with full context — agents never hit a dead end.
Full conversation logs, response audit trails, and compliance tracking for regulatory requirements.
AES-256 encryption, data residency controls, and role-based access ensuring agent data security.
Curated, version-controlled knowledge base ensuring every response reflects current products, rates, and guidelines.
See measurable results — happier agents, faster answers, and more submissions — within your first month. No multi-year commitment.