AI for insurance
AI insurance services that handle the agency busywork
AI insurance services for agents, agencies and brokers. We build AI for insurance agents that handles quote intake, renewals, service requests and certificates on your current systems.
30 minutes. You leave knowing which 3 processes to automate first and what they cost you today.
Illustrative example
Trusted by companies worldwide
Trusted by companies worldwide: Braffess, Casa Sors, HollaBoo, Laoom, Guardian Development Group
Results
AI for insurance agencies, in practice.
AI for insurance companies and agencies, measured the same way: start with the process that costs the most, then track what changes.
Insurance
Claims processed 75% faster.
A regional insurer's adjusters spent 70% of their time on routine claims, so every claim took 15 days. We built an AI that reads the documents and photos, checks the policy and recommends a decision, so adjusters only handle the complex cases.
600+hours back every month99.5%decision accuracy+30%capacity, no new hires
The problem
Your agents spend the day on admin.
61.5%
of all U.S. property and casualty insurance is placed through independent agencies.
87.2%
of commercial lines written premiums were written by independent agencies in 2024.
Most of an agency's day goes to typing, chasing and copying between systems, not to advising clients. Carriers increasingly expect speed too.
- Manual agency work: Quote requests arrive by email and phone, and someone retypes each one.With insurance process automation: Requests are read, structured and entered into your quoting workflow automatically.
- Manual agency work: Renewals depend on a calendar reminder and whoever remembers to follow up.With insurance process automation: Each renewal is tracked, the client is contacted on time and the response is logged.
- Manual agency work: Certificate and service requests wait in a shared inbox.With insurance process automation: Routine requests are drafted in minutes and a person approves before they go out.
- Manual agency work: Notes and updates are entered into the management system after the fact.With insurance process automation: Every call, email and request is logged in the system as it happens.
Less admin means more time with clients.
Our data
What AI answers when buyers ask
We asked ChatGPT, Gemini and Perplexity 10 buyer questions about AI for insurance agencies. They named 119 companies, and 85% appeared in only one of the three.
| Criterion | ChatGPT | Gemini | Perplexity |
|---|---|---|---|
| Companies named | 48 | 46 | 53 |
| Sites cited most | sonant.ai (3 of 10) | reddit.com and wyecliff.ai (3 of 10) | agentforthefuture.com and cloudtalk.io (3 of 10) |
Nexum measurement, October 20, 2026, via DataForSEO: 10 buyer questions to each AI, US English, 30 answers in total. 10 companies appeared in all three. Google showed an AI Overview for 9 of the 10 questions.
What we automate
Automated insurance solutions, task by task.
Quote intake
Read incoming requests, capture the details and start the quote in your workflow.
Renewals
Track upcoming renewals, contact clients and flag the ones that need a call.
Policy service requests
Handle address changes, ID cards and routine updates, with a person approving.
Certificates of insurance
Draft certificates from the policy and send them after a quick approval.
Client follow-up
Answer common questions and chase missing documents by email, text or call.
Agency system updates
Log calls, emails and requests in your management system automatically.
Inbound calls
Answer calls, collect details and book time with the right person.
We build on the tools you already use, such as
- Agency management system
- CRM
- Email and calendar
- Phone system
- Carrier portals
- Document storage
- E-signature
- Accounting software
Is it time?
Signs your agency needs AI.
Signals you need this
- Your team retypes the same client details into several systems
- Renewals slip because follow-up depends on memory
- Certificate requests pile up in a shared inbox
- Calls go unanswered while your team is busy with paperwork
When not to invest yet
- You are expecting the first workflow to run smoothly in the first days
- The quote decides: you are shopping for the cheapest option, not the build that returns the most
- You need an audit of your agency processes, not a system that runs on day one
- Giving the team access to your agency tools or approving each workflow step is not possible right now
What you get
From the first process to a live system.
- Insurance agency automation starts with a map of your repetitive work, from quote intake to renewals
- A roadmap ranked by payback, so you automate the task that frees the most selling time first
- A quoted cost and build plan for your first insurance workflow, before the build starts
- AI built into the CRM, email and phone tools your agency already uses
- Every workflow tested end to end before launch
- Account managers trained, with documentation they'll actually use
- Code, accounts, prompts and data that belong to your agency
How it works
The Payback Loop. Five steps. Each build pays for the next.
We don't start with the AI. We start with the money.
Consulting
First, we find the manual work in your company and how many hours each task eats every week.
Process mapConsulting
Each process gets a dollar figure and a rank by payback. You see what to automate first, and what to leave alone.
AI roadmap, ranked by paybackImplementation
We build the first system on the tools you already use. Nothing new for your team to learn.
A working systemImplementation
Every system is tested end to end before launch. It doesn't go live until it works without errors.
Tested, system liveSupport
The first build pays back fastest, so its savings fund the next one. Back to the map, and we keep every system running.
Monthly support (optional)
↺ Back to Map
Consultancies stop at the roadmap. Freelancers build without one. The loop only works when one team runs all five. You approve each step; we do the work.
FAQ
Questions about AI for insurance agents.
- Not the advice and the relationships. The BLS projects 3 percent employment growth for insurance sales agents from 2025 to 2035. AI for life insurance agents and P&C teams alike takes over repetitive admin, and your agents spend that time with clients. For claims, see insurance claims automation.
- Intelligent document processing reads quote requests and pulls out the key fields. AI for insurance brokers then handles renewals, certificates, follow-ups and logging. Coverage advice and negotiation stay with the broker. Voice AI for insurance can also answer inbound calls.
- An agency can hand AI the repeat work: reading requests, tracking renewals, drafting certificates and logging everything. Insurance process automation, like any automation for insurance agents, covers tasks that follow the same steps every time. A person approves what needs judgment.
- In practice they work like virtual AI insurance agents built around your agency: quote intake, renewals, service requests and certificates handled by AI, with your team approving what needs judgment. Clients get faster answers; your people keep the advice. For underwriters, see AI underwriting.
- RPA in insurance repeats fixed clicks on structured data. Agentic AI for insurance can also read emails, PDFs and calls, then update your systems, with a person approving anything that needs judgment.
- Your agency management system stays. We build on your email, phone and CRM automation to keep every record current, so producers and account managers work in the screens they already know. AI lead generation insurance teams use can run on the same CRM.
- Your first agency process is live in under three weeks. Full builds wrap up in six to eight weeks. A clear scope and cost are agreed before any work starts. For a step-by-step method, see how insurance agents can use AI. AI insurance leads get a first reply in seconds.
- Regulators are paying attention. The NAIC model bulletin asks insurers to govern AI across the insurance life cycle, and any AI-supported decision must meet applicable insurance laws. We can walk through it on the free diagnosis. Our guide to AI in insurance explains the NAIC model bulletin and the main risks.
Final step
Pick a time. Let's talk.
You leave knowing which processes to automate first and what each one costs you today, whether we work together or not.
You can keep paying for manual work, or find out this week exactly what it costs you.
What happens on the call
Before
You answer 3 quick questions when you book, so we come prepared.
On the call
We find the manual work that costs you most and put a number on it, live.
Decide
An honest read on whether we're the right fit. If we're not, you'll hear it on the call.
Once you book, we look at your site and tools before the call, so the 30 minutes go to your numbers, not introductions.
Prefer to write first? Email us directly: contact@nexumautomations.com