Insurance Agent automates the work that buries a producer — call transcripts, lead follow-up, renewals, and swap math — so your team sells. A certified human signs off on every regulated step.
The book of business stays yours. The licensed agent stays in control.
The repetitive coordination that eats an agency's day — automated end to end, routed to a human wherever the rules require one.
Client calls and meetings become structured notes, next steps, and updated records — drafted for you, never filed without a certified agent.
New leads are triaged, sequenced, and moved through the pipeline. The agent schedules and preps; the licensed agent makes the regulated call.
Renewals, life events, and coverage gaps surface before they lapse. Every client touch is timed, drafted, and queued for sign-off.
The agent sizes the client benefit and the agency commission on every swap, then routes a recommendation to a certified agent to approve.
Insurance Agent runs B2B employer outbound for group and benefits books — researching prospects, drafting sequenced outreach, and booking the meeting. The agent prepares the play; your certified agent owns the conversation and the close.
When a step needs a license — advising on coverage, selling a policy, executing a swap — the agent doesn't act. It writes a clear recommendation and routes it to a certified agent to review, edit, and approve. Automation does the legwork; the human makes the call.
Every regulated step routes to a certified agent for sign-off.
Built around the rules that govern who can advise and sell.
The book of business is yours — encrypted, never sold, never shared.
Automate the back-office, keep a certified human on every regulated step, and grow the book without growing the headcount.
Get startedInsurance Agent is an operations tool for licensed agencies. It does not advise on or sell coverage — a certified agent reviews and approves every regulated step.