Operations Agent
COIs in 30 seconds. Every task logged.
The invisible backbone of your agency. The Operations Agent handles COIs, endorsements, policy checking, and AMS logging so your team never touches routine paperwork again.
2,340 actions automated
96% accuracy, 30-day period
Capabilities
What Operations Agent does
Issues COIs in bulk — ACORD 25 generated and emailed without human touch
Processes endorsement requests from intake to carrier submission
Performs policy checking against AMS to flag coverage discrepancies
Generates multi-carrier quote comparison tables with presentation PDFs
Logs every activity, document, and note directly into your AMS
Syncs touchpoints and updates to your CRM automatically
Sends renewal reminders, COI confirmations, and alerts via SMS
Scans your book for coverage gaps and upsell opportunities daily
Parses carrier download reports and updates AMS records
Flags exceptions for human review with full context
The Difference
Before Wayden vs. After
Before
COI turnaround2–4 hours per request
AMS loggingManual, often delayed
Endorsement processing1–3 days
Policy checkingInfrequent, manual
CSR capacity8–12 COIs/day
After Wayden
COI turnaround30 seconds
AMS loggingAutomatic, real-time
Endorsement processingSame day
Policy checkingEvery policy, every time
CSR capacityFreed for relationship work
Performance
Key metrics
2,340
COIs issued
last 30 days
96%
Accuracy
and climbing
28s
Avg COI time
vs 2–4 hours
100%
AMS logs
auto-captured
See how it works for your agency
Get a free analysis of what Operations Agent would save your team this year.