Operations Agent
80% less admin. 100% more selling time.
Handles certificates, endorsements, policy checks, and data entry — so your team focuses on revenue.
Features
Everything you need, nothing you don't
COI Generation (30 sec)
Issues Certificates of Insurance in under 30 seconds, verified against live policy data in your AMS.
Endorsement Processing
Handles endorsement requests end-to-end — intake, carrier submission, confirmation, AMS update.
Policy Checking
Compares issued policies against binders to catch errors before they become E&O exposures.
AMS Auto-Logging
Every interaction, document, and change is logged to your AMS automatically — zero manual data entry.
Document Organization
Automatically files and names every policy document, dec page, and correspondence in the right client folder.
Cross-Sell Opportunity Detection
Flags cross-sell and up-sell opportunities during routine operations — surfaced to producers at the right moment.
How It Works
How Operations Agent learns your agency
Week 1
Confirm
Every action requires your approval. Operations Agent learns your preferences from every decision you make.
Weeks 2–4
Feedback
When something's wrong, just tell it. "Don't use that carrier for restaurants." It updates instantly and never repeats the mistake.
Month 2+
Autonomous
Operations Agent handles 95% on its own. You review weekly reports and only step in for exceptions.
Integrates with your existing stack
How It Works
Step by step — every time
Consistent, logged, and done in seconds. Not 15 minutes.
COI Request
Client calls (or emails)
Agent identifies client + policy in AMS
ACORD 25 generated automatically
Emailed to client in 30 seconds
Activity logged to AMS
Endorsement Request
Change request received (call, email, or form)
Auto-form generated from request details
Account Manager reviews — 1-click approve
Carrier submission sent automatically
Status tracked — client notified on completion