Custom AI workflows built specifically for independent p&c agency: deep integrations with the AMS360 stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
AI tracks every renewal date in AMS360, remarkets at 90 days, drafts the client renewal package with options, and books the review call — retention climbs and premiums stay competitive.
AI builds the submission from the broker's intake, routes to carrier APIs via AMS360, and assembles the quote comparison — submission-to-proposal time drops from 5 days to same-day.
AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in AMS360, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.
AI assembles the review pack from AMS360, Applied Epic, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes.
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise.
AI drafts firm-level commentary and personalizes per-client paragraphs from AMS360 data — every client gets a relevant letter, not boilerplate.
AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to the CCO — compliance risk drops, supervision cost too.
For insurance agency managers
For insurance agency managers
For insurance agency managers
For insurance agency managers
For insurance agency managers
For insurance agency managers
The workflows above are starting points. Every independent p&c agency operation runs differently — we build what you actually need.
