Managed AI for insurance agencies.
I work with East Bay independent insurance agencies on HawkSoft, EZLynx, or AMS360. The engagement covers four agent patterns I'll tailor to your agency — built to handle the daily document deluge so your producers can sell.
Your CSRs spend two to three hours every morning filing carrier emails into your Agency Management System. Renewal season is brutal. Carrier non-renewal notices catch you off guard. Lead response time is whatever your producer's calendar allows. Underwriting questions sit for days.
This is the bundle that handles all of that.
- 01
Carrier document parser.
Reads every carrier email. Files declarations pages, endorsements, renewals, and non-renewals into the right AMS record. Flags coverage changes, premium increases, and new exclusions. Drafts the client notification email for your CSR to review and send.
- 02
Renewal & recall outreach.
Pulls policies expiring in 60 days. Drafts the renewal review email. Schedules the producer call. Summarizes coverage gaps and rate changes in plain English.
- 03
Inbound lead response.
Every prospect who fills out your form or calls after-hours gets a personalized response within 60 seconds. The agent qualifies them, asks about current coverage, and books your producer's calendar.
- 04
Internal carrier knowledge RAG.
Your team asks "what's the Travelers underwriting guideline for older homes in flood zones" and gets the actual answer in seconds, grounded in your own carrier appointments and prior policies.
HawkSoft, EZLynx, AMS360 — plus DocuSign, QuickBooks, your email and calendar, your scanner, and your phone system. The agents bridge the tools your agency already pays for. If it has an API, an export, or an inbox, I can wire it in.
I bring you a small server for your office network. I deploy it, I administer it remotely, and you'll have my cell phone number — and I answer when you call.
How managed AI agents workSized to your agency, not to a fixed package. Here's the general shape:
Covers design and custom build of the four agents, AMS integration, and edge-appliance provisioning. Larger or multi-location agencies land higher.
Covers ongoing operations, cloud AI costs, monthly business review, and on-call support.
The Discovery Audit produces a precise quote for your agency.
Smaller engagements — project work, scoped integrations, fractional advisory — scoped on request. Talk to me about what fits
Start with a Discovery Audit.
One week on-site with your agency. I interview your operations lead and CSRs, sit with the carrier-email pile, and deliver a written report on the top opportunities — with hours saved per week and dollar value for each. A flat $2,500, money-back guarantee on the report, credits 100% toward whatever I build next.