Custom AI Agents | Workflow Automation | Fractional CAIO
← All demos
Demos · Insurance
The service desk, unmanned.
The three workloads that eat an agency's day — certificate requests, renewals, and policy changes — handled end to end. Each system runs below, live, with exactly one human click where it matters.
Live Example · Insurance Agency
200 certificate requests a week. Nobody types.
Certificates today0
01
Request lands by email"Need a COI for Miller Roofing — today"
02
Read & matchedClient + certificate holder identified
03
Policy verified in the AMSGeneral Liability · active ✓
04
ACORD 25 filledExactly like the team fills it
05
One click of human approvalNothing goes out unreviewed
06
Sent & loggedE&O trail stays complete
ACORD 25Certificate of Liability Insurance
Certificate of Insurance
Insured
Cert Holder
Coverage
Each Occurrence
Policy Period
Approve & Send
← your team's only job
Sent · Logged
Average turnaround: 4 minutes — even on the busiest day. Exceptions still go to a person.
Live Example · Policy Renewals
Every renewal tracked. No memory required.
Slipped this quarter0
Renewals · next 90 daysWatched daily
Rosen's Hardware
BOP + Umbrella
88 days
Upcoming
Lakeview Property Grp
Commercial Property
61 days
Upcoming
Feldman Trucking
Commercial Auto
33 days
Upcoming
The Gluck Family
Home + Auto
29 days
Upcoming
What the system just did
Every touch is logged in the AMS automatically. The team only hears about renewals that need a decision.
Live Example · Policy Service
Add a driver, swap a vehicle. Nobody retypes it.
Changes today0
01
Client submits the formThe same forms on your site today
02
Read & matched to the policyClient, policy, change type identified
03
Change drafted in the AMSEvery field, ready to submit
04
One click of human approvalAnything unusual goes to a person first
05
Client confirmed, activity loggedYour E&O trail stays complete
Policy Change Request#PC-2214
Add a Vehicle
Client
Policy
Vehicle
Effective
Approve & Submit
← the only human step
Updated · Logged
The request forms already exist on the agency's site. This is what happens after the form — running on its own.
Want this running in your shop?
Every demo here is a system we've built for a real team. Book a call and see what the same approach finds in yours.