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AI agents

Your AI agents do the repetitive work. Your team reviews and decides.

They work in your portals and with your insurers, every day, and hand you only what needs a person.

Book an AI agents demo

Quote across all your portals at once. Your AI agent logs in to your insurers’ portals, enters the data and leaves the comparison ready for you to review.

AI agent · QuotingFleet
Request12 vehiclesReceived
ZurichReady
GMXReady
ChubbEntering data…
ComparisonFor your review
ZurichBroad coverageReady
GMXBroad coverageReady
ChubbLimitedIn progress

Your AI agent keeps workingIllustrative demo

Every premium notice, followed up until it is paid. It follows up on each notice by WhatsApp or email until it is paid, and alerts you only when something needs a person.

AI agent · CollectionsThis week
Ana L.Due todayReminder sent
Carlos M.Medical expensesPaid
Sofía R.AutoPaid
Jorge P.LifeCall today
WhatsAppAna L.

Hi Ana, your premium is due today. Here is your payment link.

Done, I just paid.

Thank you. Your policy remains in force.

Collections up to dateIllustrative demo

Every renewal, flagged in time. It alerts you in time, quotes again and prepares the proposal so you only review and send it.

AI agent · RenewalsNext 30 days
South fleetIn 30 daysProposal ready
Plaza propertyIn 21 daysQuoting
Group lifeIn 14 daysProposal ready
✓

Renewal proposal ready for your review.

QuotedComparedSend to client

Renewals watchedIllustrative demo

Every commission, reconciled against what was sold. It reconciles what insurers pay you against what you sold and flags every difference.

AI agent · CommissionsMonth-end close
Zurich12 policies sold · 12 paidReconciled
GMX8 policies sold · 7 paid1 payment missing
Chubb5 policies sold · 5 paidReconciled

Difference sent to your teamIllustrative demo

Your team stays in charge

What they do on their own and what they never do alone. You decide where a person steps in.

They do alone

Enter data, quote, follow up and reconcile

The repetitive daily work, in your portals.

They ask you

Send a proposal or accept a difference

They get it ready and wait for your approval.

Never alone

Decisions with your client

The relationship and the close stay with your team.

Watch your AI agents work with your insurers.

We bring the demo built on your portals and your tasks.

Book an AI agents demo