AI for insurance
AI for insurance agents that handles the busyworkso your people can sell and advise.
We build AI for insurance agents, agencies and brokers: quote intake, renewals, service requests and certificates, wired into the systems you already use. Your team keeps the advice and the relationships.
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.
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 write a small number of policies and handle them easily
- You want a chatbot on your website and nothing else
- You haven't settled which systems you will use
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 fixed-price proposal with exact scope and timeline, agreed before work 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
We find the manual work in your company and how many hours each task eats every week.
Process mapConsulting
We put a dollar figure on each process and rank them 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
We test it 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, we execute: about an hour a week from you.
FAQ
Questions about AI for insurance agents.
- Not the advice and the relationships. The Bureau of Labor Statistics projects 3 percent employment growth for insurance sales agents from 2025 to 2035. AI takes over repetitive admin work, and your agents spend that time with clients.
- AI for insurance brokers works best on the admin around each account: reading quote requests, chasing renewals, drafting certificates and logging calls. Coverage advice and negotiation stay with the broker.
- An agency can hand AI the repeat work: reading quote requests, tracking renewals, drafting certificates, answering routine service questions and calls, and logging everything. A person approves anything that needs judgment.
- In practice they are workflows 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.
- RPA in insurance repeats fixed clicks on structured data. AI 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 the CRM, email and phone tools your agency already uses, so producers and account managers keep the screens they know.
- The roadmap takes 1 to 2 weeks. Your first system is usually live in 14 to 21 days, and a full system takes 6 to 8 weeks.
- Regulators are paying attention. The NAIC model bulletin asks insurers to govern AI use across the insurance life cycle, and AI-supported decisions must comply with insurance laws. We can walk through it on the free diagnosis.
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