Insurance runs on relationships
and timing. AI makes sure
you never miss either one.

System 01

Lead Qualification & Quote Request Automation

Responds to every inquiry in under 60 seconds, 24/7

Every new quote request — from your website, aggregator platforms, referral partners, or direct calls — receives an AI response within 60 seconds. The AI gathers coverage-specific information before any agent time is spent: type of coverage needed, current carrier and premium, coverage gaps, risk profile basics, and timeline. Qualified prospects are routed to the right agent with a complete qualification summary. Agents open the conversation already knowing what the prospect needs.

System 02

Policy Renewal Automation & Retention Workflows

Reduces renewal lapse rates by 15-25% with automated multi-touch sequences

Every policy in your AMS triggers an automated renewal sequence starting 90 days before expiration. The AI sends personalized messages referencing the specific policy, coverage details, and renewal options at 90, 60, and 30 days out. Clients who engage are flagged to agents immediately. Clients who do not respond receive escalating follow-up. Agents receive a daily prioritized list of renewals requiring personal outreach — sorted by premium value and non-response status.

System 03

Claims Intake Automation

Collects first notice of loss information 24/7 without staff involvement

When a client reports a claim — at any hour, on any day — the AI handles the initial data collection immediately. It verifies the policy number, collects incident details, identifies involved parties, requests initial documentation, and routes the structured intake to the appropriate adjuster with a complete summary. What previously required 20-30 minutes of staff time is handled in under 5 minutes by AI, with better consistency and zero after-hours gaps.

System 04

Insurance Document Processing & Data Extraction

Eliminates manual data entry from applications, policies, and endorsements

Insurance generates enormous volumes of paperwork. AI document processing reads applications, policy documents, endorsements, certificates of insurance, loss runs, and carrier correspondence — extracts the key data fields, populates your AMS automatically, and flags anything requiring human review. CSRs and account managers stop doing data entry and start doing actual client service.

System 05

Cross-Sell & Account Rounding Automation

Identifies and acts on cross-sell opportunities automatically across your book

Every single-policy client in your book is a cross-sell opportunity. AI scans your book of business, identifies clients with coverage gaps based on their profile and existing policies, and triggers personalized outreach at the right moment — after a life event trigger, at renewal, or on a scheduled cadence. Agents receive prioritized cross-sell lists with the specific coverage gap and suggested approach for each client.

System 06

GEO — AI Search Visibility for Insurance Agencies

Makes your agency the cited answer in ChatGPT and Perplexity

When a prospect asks ChatGPT "best commercial insurance broker for construction companies" or searches Perplexity for "top home insurance agency in Phoenix," the agencies that appear are the ones optimized for AI citation. Nexum's GEO service makes your agency that answer — with structured data, llms.txt, entity building, and coverage-specific content strategy across all 5 major AI platforms.