Add-on on Pro · included on Network

Hire your next teammate in 30 seconds.

Agents that read your policies, follow your house rules, and act with your approval. Every action cited. Every action logged. Human-in-the-loop by default.

For agencies · networks publishing agents to member firms · insuretechs white-labeling on our brain.

Agent Studio · Renewal Agent
Agent Studio
Renewal Agent · v3 deployed
Live
Tools
read_policy
ask_brain
match_appetite
draft_email
request_approval
Workflow · runs 60d before renewal
1
Trigger
Policy enters 60-day renewal window
2
Read
Pulls policy, claims, prior renewal notes
3
Analyze
Compares to carrier appetite + house rules
4
Draft
Renewal letter + 3 alt market recommendations
5
Approve
CSR reviews → 1-click send · or auto-send if ≤5% delta
142 runs this week · 96% auto-approved · 0 incidents
Starter agents

Three teammates, ready on day one.

Configured to your AMS, your appetites, your rules.

Ships with Pro+
Renewal Agent

Drafts the letter. Books the call.

  • Picks up 60 days before renewal
  • Compares to appetite + house rules
  • 1-click send · or auto-send if ≤5% delta
Ships with Pro+
COI Agent

Reads the request. Fills the ACORD. Sends for approval.

  • Parses inbound certificate request
  • Pre-fills ACORD 25 / 27 / 28
  • Routes for sign-off in your queue
Ships with Pro+
Submission Agent

Packages it. Matches appetite. Drafts the cover email.

  • Builds clean submission from your data
  • Matches the carriers most likely to bind
  • Drafts narrative + cover email
How it works

Trigger. Read. Propose. Approve.

No magic. No black box. Every step visible, every action reversible.

01
Picks up the trigger

Inbound email, renewal window, AMS update - whatever fires the workflow.

02
Reads your brain

Pulls policy, history, house rules, and live carrier appetite.

03
Proposes the action

Drafts the letter, COI, submission - with cited reasoning.

04
Waits for your call

You approve, edit, or auto-run within rules you set.

Agent Run · awaiting approval
Agent Run · awaiting approval
COI Agent → Acme Manufacturing
Inbound request from Lakeside Property Mgmt · 9:42a
Drafted certificate · ACORD 25
Holder
Lakeside Property Mgmt
Insured
Acme Manufacturing
GL · Each Occ
$1,000,000
Auto · CSL
$1,000,000
Umbrella
$5,000,000
Effective
01/15/2025
Holder requirements satisfied · all limits ≥ contract minimums
Build your own

If you can describe the workflow, you can ship the agent.

Agent Studio gives you a visual tool palette, full versioning, staged deployments, and approval policies - no code required for the standard library.

Tool paletteVersioningStaged deploymentsApproval policiesFull audit trail
Chat · cited reasoning
The Intelligent Agent · cited answer
What's the appetite for a coastal builders risk in Florida, $4M TIV?

Three carriers in your appetite library bind FL coastal BR up to $5M TIV [1]: Hiscox, RLI, and USLI. Hiscox prefers ≥30 mi from coast; RLI accepts within 10 mi with wind sublimit [2].

[1] Appetite_Library_2025.pdf p.42[2] RLI_Builders_Risk.pdf p.7

Built for whoever's building.

Agencies

Offload the work nobody wants. COIs, renewals, submissions - done before the producer opens the email.

Networks

Publish agents from super-admin to every member agency. Roll out one upgrade, lift the whole network.

Insuretechs

White-label agents on top of our brain. Your product, our reasoning, your customer's house rules.

Every action citedEvery action loggedHuman-in-the-loop by default

Try the Renewal Agent on your book.

First run is on us.