Custom Agentic Agents, reviewed by people

The work moves. Your judgment stays.

Each Agentic Agent is custom-built around your process, systems, controls, and approval points. It gathers the evidence, prepares the work, and puts the decision in front of the right person.

The actual Revenue Center showing reviewed insurance work — Actual Revenue Center operating queue Human review preserved

Five custom agents, one shared brain

What each custom agent does, and why your team will care.

These agents are not included in Solo or Agency plans. Each one is scoped and built with your organization. Every workflow starts with insurance context, cites the evidence it used, and ends at a visible human checkpoint.

Service workflow

COI Agent

Turn the request into a reviewed certificate workflow without re-keying the policy.

Where the time comes back

Returns the time normally spent re-keying data and comparing email instructions to policy documents.

The drag today

Certificate requests arrive in email, contracts, and portals. Service teams lose time finding policy details, checking requirements, and chasing missing information.

Why it matters

Routine requests move in minutes, exceptions reach the right person sooner, and every decision retains a source-backed service trail.

What it prepares

Reads the request and identifies the insured, holder, job, and requested wording
Checks the request against current policy evidence and flags exceptions
Prepares the applicable ACORD workflow and routes it for review and signature

Human checkpoint

Your licensed team confirms coverage, wording, and delivery before anything leaves the agency.

Retention workflow

Renewal Agent

Bring the renewal story together before the client asks what changed.

Where the time comes back

Compresses hours of document gathering, comparison, and first-draft work into one reviewable workflow.

The drag today

Renewal work starts across the AMS, inbox, carrier documents, loss runs, and producer notes. That fragmentation delays the call and hides material changes.

Why it matters

Teams start earlier, explain premium and coverage changes clearly, and give producers a defensible conversation instead of a stack of PDFs.

What it prepares

Finds accounts entering the renewal window and organizes the work queue
Compares prior and renewal forms, limits, deductibles, premiums, and exclusions
Drafts the client summary, open questions, next steps, and follow-up communication

Human checkpoint

The account team validates findings, chooses the recommendation, and approves every client communication.

New business workflow

Submission Agent

Build the complete market story once, then let the producer decide where it goes.

Where the time comes back

Eliminates repeated document sorting, form entry, and first-pass package assembly.

The drag today

Incomplete submissions create carrier follow-up, slow quoting, and force producers to rebuild the same account story for every market.

Why it matters

Underwriters receive a cleaner file, producers spend less time rebuilding packets, and both sides can move toward a decision faster.

What it prepares

Organizes the risk narrative, schedules, loss runs, applications, and supporting documents
Prefills the applicable ACORD forms from verified account and policy data
Surfaces missing information and prepares an appetite-informed market package

Human checkpoint

The producer selects the market, edits the narrative, and approves the final submission.

Principal workflow

Chief of Staff

Start the day knowing what needs your attention, what can wait, and who is already moving it.

Where the time comes back

Returns the daily time lost assembling status, chasing updates, and reconstructing context before meetings.

The drag today

Agency principals become the integration layer between sales, service, renewals, people, and operations. The most important signal is usually spread across five systems and ten conversations.

Why it matters

Principals spend less time hunting through dashboards and more time coaching people, protecting relationships, and making consequential decisions.

What it prepares

A daily operating brief across renewals, pipeline, service pressure, commitments, and risks
Priority queues, meeting preparation, overdue follow-ups, and decision-ready context
A clear distinction between work the team can advance and decisions that require the principal

Human checkpoint

The Chief of Staff prepares and prioritizes. The principal still decides, delegates, and leads.

Executive intelligence workflow

Board Member

Convert book data into a board-quality narrative with the evidence behind every conclusion.

Where the time comes back

Reduces the manual work of collecting KPIs, writing the first narrative, and preparing the same context for each stakeholder.

The drag today

Leadership reporting often arrives as disconnected dashboards. It shows numbers without explaining retention pressure, concentration, growth quality, operating risk, or the decisions those signals require.

Why it matters

Owners, executives, and boards get a shared view of what changed, why it matters, and which decisions deserve attention now.

What it prepares

Weekly and monthly executive narratives across growth, retention, pipeline, concentration, and service health
Decision briefs that separate verified facts, informed interpretation, and open questions
Board and leadership meeting materials grounded in the agency's own operating data

Human checkpoint

Leaders challenge the analysis, apply judgment, and own every strategic decision.

Evidence visible

Reviewers can see what the workflow used, what it inferred, and what still needs confirmation.

Approval preserved

People decide what advances, what changes, and what is sent outside the organization.

Every seat supported

Principals, producers, service teams, underwriters, marketers, and leaders work from shared context.

Show us the work your team repeats.

We will show you where a reviewed agentic workflow can return time without removing the people, relationships, or judgment that make insurance work.