Why top insurance contractor agencies use our AI?
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COI issued in 60 seconds — no manual work
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Automatic intake for quotes
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Renewal reminders at 30/60/90 days
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Follows up with clients automatically
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Handles email/SMS/WhatsApp/chat/voice
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Onboard & go live within 7 days
Think of it as an AI CSR — faster, cheaper, always available.
Pain
The problem every contractor-focused agency knows:
❌ Endless COI requests
❌ Manual intake for quoting
❌ Clients messaging nights/weekends
❌ Missed renewals = lost revenue
❌ Too much paperwork and follow-up
Solution
Your new AI assistant does it for you:
🟢 Receives request → asks questions → collects data
🟢 Generates a COI PDF automatically
🟢 Sends to client/GC holder (with optional approval step)
🟢 Renewal follow-ups without human involvement
🟢 Delivers quote-ready submission data to AMS/CSR
Watch Demo
“Watch how COI goes from request → PDF → delivered in under 60 seconds.”
Sarah Mitchell
Operations Manager Coastal Coverage Group
FL
“We went from spending half our mornings issuing COIs to having them done automatically in under 2 minutes. Total game-changer"
David Rodriguez
Agency Owner
Tampa Business Insurance
FL
"Our renewal retention jumped by 18% in the first 3 months thanks to automated follow-ups. Clients reply faster, and we no longer miss renewal windows."
Michael Turner
Commercial Lines Producer
Keystone Risk Advisors
PA
“I used to check emails at night just to answer contractor requests. Now the AI handles it — clients get instant replies and love the speed.”
Pricing and Features
Everything your agency needs to automate COIs, renewals, quoting and client communication — without hiring more staff.
Starter
$149/mo
Instant COI issuance
Generate and send COI PDFs (ACORD 25) in seconds instead of manual processing.
Quote intake automation
AI collects risk details from the client and creates a complete submission form for you.
Basic CRM integration
Connects with popular CRMs/AMS systems to push leads, tasks, notes and client data automatically.
Auto follow-ups + reminders
If a client stops replying, AI follows up until you get an answer.
Multi-channel support (SMS/Email/Chat/WhatsApp)
Communicate with clients anywhere they message you, 24/7.
Pro
$349/mo
Everything in Starter
plus
Renewal workflows
Automatically reminds clients 30/60/90 days before renewal and gathers updated info.
ACORD forms auto-fill (125/126/140/25)
Automatically fills standard forms using collected client data—no retyping. Automate adding insureds, limits, addresses, certificate holders, etc.
Advanced workflows
Custom automations for multi-step processes: quoting pipeline, document checks, policy updates, task assignment.
AMS & Rater API integrations
Two-way connection to systems like Applied/AMS360 + Tarmika/Semsee/EZLynx for automated one-click quote submission.
Enterprise from $799/mo
Everything in Pro
plus
Voice agent
AI answers phone calls, collects information, handles COI/renewal requests via voice like a real CSR.
Smart Quote Engine (carrier API)
Pulls pricing directly from carriers and compares options for you.
Carrier API workflows
Direct quoting and policy operations through insurance carrier APIs without manual portals.
Dedicated support & custom rules
White-glove onboarding, custom automations, tailored workflows and priority support.
Ready to eliminate COI & renewal workload?
Book a 15-minute live demo
and see how your agency can run on autopilot.
We’re not another CRM — we’re your AI CSR that handles COIs, renewals and quote intake automatically.
Contact us
We’re here to help
Miami Office (FL):
123 Biscayne Blvd, Suite 400, Miami, FL 33132, USA
Philadelphia Office (PA):
1600 Market St, 17th Floor, Philadelphia, PA 19103, USA
☎ +1 (786) 555-8294 (US Toll)
