Agents

33 agents across 11 industries.

Each agent is a starting configuration built from the five modules. Mapping decides what yours reads, what it does alone, and where it stops. Every one escalates to a person when it is unsure.

Operations

Renewal Desk

Tracks every policy expiry across insurers
Requests updated details from clients on WhatsApp
Prepares comparison quotes for the broker

Built from: Document Intelligence, Ops Autopilot

Never alone: Bind cover or send a quote

Support

Claims Intake

Collects claim details and photos on WhatsApp
Checks the claim against the policy wording
Builds a complete file for the handler

Built from: Front Desk, Document Intelligence

Never alone: Accept or reject a claim

Sales

Quote Prep

Collects insurer responses into one comparison
Formats it in your brokerage's own template
Flags exclusions and gaps between quotes

Built from: Document Intelligence

Never alone: Send a quote to the client

Start here

Bring the one process your company still runs by hand.

In one session we map it, and you leave with the system design, one fixed price and the live date.

Book the mapping call ↗Case studies

See a first install end to end.

Situation, agents, controls and the targets in writing.

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