Financial Services 90-day fee/work pause

AI Workforce Solutions for Insurance Agencies

AI workers take over routine back-office work across 8+ roles in insurance agencies, with a named owner on your team.

Typical team size: 5-75 employees

The problem

Why Insurance Agencies Choose AI

01

Commercial lines quoting takes 2-4 hours per account across 8-12 carriers; agents average $80/hr in labor cost, making each quote cycle $160-$480 before commission

02

Policy renewal processing occupies 40-60% of CSR time in the 90-day renewal window; at $45K CSR salary, that's $18,000-$27,000 of annual cost on one task

03

Certificate of insurance requests average 15 minutes each; high-volume agencies handle 50+ requests daily, consuming 12+ hours of staff time

04

Claims follow-up calls average 8 minutes each; tracking 200+ open claims per month means 26+ hours of manual status checking

The roles

Roles we support

AI Customer Service Representative

Takes over routine work of: Insurance CSR

Seat costYour assessment estimates the numbers.
Talk to us AI cost
Estimated seat cost from your 20-minute assessment

AI Certificate of Insurance Coordinator

Takes over routine work of: COI Request Specialist

Seat costYour assessment estimates the numbers.
Talk to us AI cost
Estimated seat cost from your 20-minute assessment

AI Claims Coordinator

Takes over routine work of: Claims Follow-Up Coordinator

Seat costYour assessment estimates the numbers.
Talk to us AI cost
Estimated seat cost from your 20-minute assessment

AI Renewal Coordinator

Takes over routine work of: Policy Renewal Coordinator

Seat costYour assessment estimates the numbers.
Talk to us AI cost
Estimated seat cost from your 20-minute assessment

AI New Business Coordinator

Takes over routine work of: New Business Submission Specialist

Seat costYour assessment estimates the numbers.
Talk to us AI cost
Estimated seat cost from your 20-minute assessment

AI Billing Coordinator

Takes over routine work of: Premium Billing Coordinator

Seat costYour assessment estimates the numbers.
Talk to us AI cost
Estimated seat cost from your 20-minute assessment

AI Data Entry Specialist

Takes over routine work of: Policy Data Entry Specialist

Seat costYour assessment estimates the numbers.
Talk to us AI cost
Estimated seat cost from your 20-minute assessment

AI Compliance Coordinator

Takes over routine work of: State Filing and Compliance Coordinator

Seat costYour assessment estimates the numbers.
Talk to us AI cost
Estimated seat cost from your 20-minute assessment

Put AI to work. Keep your people leading.

A full-time AP / bookkeeping seat costs about $68K–$74K a year in wages and benefits (our estimate from BLS 2025/2026 data). Your assessment estimates the numbers for your business. 90-day fee/work pause on agreed SOW metrics

A 20-minute call. We'll show you which seats AI can take over — and where humans stay essential.

Book the 20 minutes