Do you already integrate with my AMS?

We build each connection for your agency. Systems with an open API, such as Momentum, are the fastest path. On the intro call we tell you what your system allows.

Does the AI send anything to clients on its own?

No. It drafts and your team approves. You decide later whether any step should run without review.

Is client data used to train AI models?

No. We build on AI providers under commercial terms that keep your data out of model training, and every action is logged.

Fixed scope and a fixed fee, in writing before we start, after a free intro call.

For independent insurance agencies

Your team retypes the same policy data all week. Your systems should do it.

Coverage details, renewal dates, and client requests live in separate places, so your team copies them between screens by hand. We build AI that works inside your agency management system to prep quotes, surface renewals, and draft service responses, and it logs every action it takes.

✓ Works with the AMS you run✓ Every action logged✓ Your team approves every draft

The problem

Where the week goes.

Most of it is lookup and retyping, not advice.

Quote prep is copy and paste

Current coverage arrives as calls, PDFs, and declarations pages. Someone types all of it into a rater.

Renewals arrive late

Renewal lists live in reports someone has to remember to run. Accounts slip to the last week.

Service requests pile up

Certificates, ID cards, and policy changes come in by email and phone. Each one is a manual lookup.

Generic AI cannot see your book

A chatbot knows nothing about your clients, and pasting their data into one creates a privacy problem.

What we build

What we build for your agency.

Each piece is built for your systems and your carriers. Your team approves the output until they trust it.

Quote prep from carrier data

Clients share their current policy through Canopy Connect, and the details land in your system ready to quote.

Renewal watch

AI reads your book, lists the accounts coming up for renewal, and drafts the outreach for your review.

Client service drafts

A certificate or policy change request arrives with the right policy pulled up and a reply drafted for a CSR to approve.

A log of every action

Every lookup and every draft is recorded, so you can see what the AI touched and when.

Built on the systems you already run. We build on agency management systems that open their data. Momentum (formerly NowCerts) has a REST API, and HawkSoft offers a partner API. These are builds we scope for your agency, not off the shelf plugins. On the first call we tell you what your system allows.

The process

How an engagement works.

Intro call

We look at your AMS, your carriers, and where your team's hours go.

Pick one workflow

Usually renewals or service requests. One workflow, built and measured first.

Build and test

Run against test data before it touches a live client record.

Go live and expand

Your team approves drafts until they trust them. Then we add the next workflow.

Questions

Straight answers.

Do you already integrate with my AMS?: We build each connection for your agency. Systems with an open API, such as Momentum, are the fastest path. On the intro call we tell you what your system allows.
Does the AI send anything to clients on its own?: No. It drafts and your team approves. You decide later whether any step should run without review.
Is client data used to train AI models?: No. We build on AI providers under commercial terms that keep your data out of model training, and every action is logged.
How is it priced?: Fixed scope and a fixed fee, in writing before we start, after a free intro call.

Show us the work your team retypes.

A free 30 minute call. We look at your systems and tell you what we would build first.

Or send us a message

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Your team retypes the same policy data all week. Your systems should do it.

✓ Works with the AMS you run✓ Every action logged✓ Your team approves every draft