For Insurance Brokerages

An AI Digital Worker built for Commercial Insurance Brokerages.

Cuts the sub-$50 an hour admin out of your week. Installed inside your existing stack. Your client data never leaves your tenant.

Run the $50K Calendar Audit

Who this is for

Owners and principals of commercial insurance brokerages.

Built for brokerages like: Independent commercial brokers · Producer-led shops · Multi-line agencies · Regional brokerages · MGAs and program managers

The 11 PM problem

Renewal season eats every spare hour. Endorsements pile up. Carriers want documents you have already sent twice. Your producers spend more time on admin than on the policies they actually want to write.

If any of these describe your week, this is built for you:

  • Manually re-keying client info into carrier portals you log into every day
  • Chasing certificates of insurance for clients who needed them yesterday
  • Tracking 90-day, 60-day, and 30-day renewal touch-points across hundreds of policies
  • Formatting the same renewal email a dozen times a month
  • Answering the same five "is this covered?" questions every week

What we install

A Digital Worker that lives inside your existing tools. No new platform to learn. No more dashboards to log into. Your team works the way they already do, the worker handles the rest.

  • Watches renewal dates and auto-drafts the 90/60/30 day touch sequence in your producer's voice
  • Pulls policy data from your AMS and pre-fills carrier portal forms for the producer to review
  • Generates and routes certificates of insurance on request, no producer touch
  • Drafts the cover-question replies citing the actual policy clauses, partner reviews
  • Tags every client communication back into your AMS so nothing falls through the cracks
Brandon walks through this Digital Worker Loom video coming soon. Recording Insurance Brokerages-specific demo.

Where it connects

We wrap your existing tools. We do not rip them out.

What we connect to

  • Your AMS: Applied Epic, EZLynx, HawkSoft, Jenesis, AgencyZoom
  • Carrier portals via secure session integration where APIs allow it
  • Your email: Microsoft 365 or Google Workspace
  • Your secure document portal

What we do NOT touch

  • We do not bind coverage. Binding is a producer-only action
  • We do not change premiums or quote terms
  • We do not communicate with regulators on your behalf
  • Client data stays inside your tenant. We never copy it to a third-party AI service
Why this matters. The risk surface stays small. Every integration is read-first, write-only-on-rules. Audit trails come standard. Your existing compliance posture gets stronger, not weaker.
The hard edge
I deploy AI agents inside your stack that never ship your client data outside your tenant. I built like an auditor, not a hackathon. That is the difference between a vendor you can show your E&O carrier and one you cannot.

The Founding Cohort offer

We are accepting 3 commercial brokerages into our founding cohort. The first cohort gets the lowest price we will ever offer, in exchange for the proof we need to keep building.

Founding Cohort terms

$360/month, locked for 12 months. Standard rate is $1,800/month.

  • One-time install. We build it inside your stack, walk your team through it, hand you the keys.
  • You keep everything we build. Configurations, prompts, integrations. All yours.
  • 12-month commitment at the founding rate.
  • In exchange: documented case study rights, and three peer intros to firms in your network.
  • Annual upfront option: $18,000 for the year. Saves the equivalent of one month.
  • Pause anytime after month 6. Your agents pause but do not disappear. Resume any time.

Triple Protection guarantee

Results

20+ hours a week measurably saved by day 90. The dashboard shows exactly which workflows. Miss the number, full refund.

Reliability

Your agents run on your infrastructure. We monitor and patch. If anything goes down, we are paged before you notice.

Responsiveness

Pause anytime after month 6. Cancel later if you want. Your agents pause, your data stays, your configurations are yours to take with you.

Not ready to talk yet? Run the audit.

The $50K Calendar Audit is a self-administered tool. Drop a typical week of your calendar in. Get one number that tells you exactly how much money you are losing every year doing sub-$50 an hour work yourself.

Run the audit. Free, no email required.

Ready to see what this looks like in your firm?

Apply for one of the three founding-cohort spots. The application is short. We respond within one business day.

Apply for the Founding Cohort