Customer stories

Agencies that gave their team a brain.

From a one-person shop to a 60-producer brokerage - here's what changed when they put their book on The Intelligent Agent.

Commercial brokerage · 60 producers · Texas

From 27 PDFs to one cited answer.

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

82%
faster answer-to-client
Independent agency · Solo principal · Pacific NW

Renewals that prep themselves.

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

11x
ROI in year one
MGA / wholesaler · Multi-state · Southeast

Submission packets in minutes.

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

0
E&O incidents · 18 months

Want your agency on this page?

Start solo, scale with your team, or talk to us about a network rollout.