AI ideas for Insurance Agency

Rules that apply

Follow carrier and state rules for customer data.

Quick to set up

The busywork: After hail, clients don't know what to photograph.
How AI helps: AI walks them through what to document and drafts the claim notice for the agent to check.

Rule to know. Follow carrier and state rules for customer data.

Quote intake from current policy

Some setup

The busywork: Re-typing a prospect's current coverage to quote it.
How AI helps: Clients share their carrier data or upload a dec page, and it flows into your rating.

Rule to know. Follow carrier and state rules for customer data.

Self-service certificates of insurance

Some setup

The busywork: A contractor needs a certificate of insurance today.
How AI helps: Clients pull their own certificates from active policies, within limits you set.

Rule to know. Follow carrier and state rules for customer data.

Renewal rate-change reviews

Some setup

The busywork: Big renewal increases slip through unnoticed.
How AI helps: AI flags renewals over a change you set and drafts a review offer. The agent decides who to call.

Rule to know. Follow carrier and state rules for customer data.

Farm and ranch equipment schedules

Some setup

The busywork: Ag clients need their equipment listed for coverage.
How AI helps: AI organizes equipment lists and photos into a schedule for the agent.

Rule to know. Follow carrier and state rules for customer data.

Coverage gap review

Some setup

The busywork: A client has no umbrella or flood coverage and doesn't know it.
How AI helps: AI reads dec pages and points out possible gaps. The agent decides what to recommend.

Rule to know. Follow carrier and state rules for customer data.

Dec page extraction

Quick to set up

The busywork: Reading scanned dec pages by hand.
How AI helps: Upload the dec page and the details get pulled out for you to check.

Rule to know. Follow carrier and state rules for customer data.

Military move policy changes

Quick to set up

The busywork: A military client gets orders and has to move policies to a new state.
How AI helps: AI builds a checklist for moving each policy. The agent handles the changes.

Rule to know. Follow carrier and state rules for customer data.

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