From a one-person shop to a 60-producer brokerage - here's what changed when they put their book on The Intelligent Agent.
Replaced a shared-drive scavenger hunt with cited chat. CSRs answer coverage questions without paging a senior producer.
"It's like having the answers to the test."
- Jonathan P., Producer
Solo plan + Command Center. Foresight surfaces the next ten calls every Monday morning.
"It's the first software I've added that actually gave me Friday afternoons back."
- Margaret L., Principal
Proposal Builder pulls house knowledge, carrier appetites, and bound policy data into one branded packet.
"Every answer has a citation. Our carrier loves the audit trail."
- David R., Operations
Start solo, scale with your team, or talk to us about a network rollout.
