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AI Engineering for Brokers & MGAs

We automate submission processing, quote generation, policy servicing, and renewal management — so your team sells, not types.

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What We Automate

We don't know every problem in your operation. You do. These are the types of work we engineer AI for. You tell us where it hurts most.

Data Entry Automation

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Your team re-types data from one system to another. We eliminate that.

ACORD forms carrier applications client intake sheets renewal data

Incoming Request Processing

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Requests come in from everywhere in every format. We read, classify, and route them.

submission intake certificate requests endorsement changes claims notices

Billing, Payments & Reconciliation

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Your finance team spends days matching commissions to policies. We do it in minutes.

commission reconciliation premium audits direct bill tracking

Report & Dashboard Consolidation

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Your data lives in 5 systems. Getting one report means asking 3 people. We consolidate it.

book of business reports pipeline tracking carrier performance retention metrics

Client Follow-up & Communication

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Reminders, follow-ups, status updates — every touchpoint your team does manually.

renewal reminders quote follow-ups policy delivery claims status updates

Regulatory Monitoring

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Rules change constantly. We track them so your team doesn't miss a compliance deadline.

E&O requirements state licensing continuing education carrier appointment status
See How We Work →
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Common Questions About AI for Brokers & MGAs

How do we start?
We start with a 2-week AI Roadmap. Our engineers spend time inside your operation — watching how submissions flow, where quotes stall, how renewals get handled. The output is a ranked list of workflows by ROI, with implementation timelines and expected savings. No commitment to build beyond the roadmap.
What does my team do differently on day 1?
Almost nothing. The first workflow runs alongside your existing process — AI processes submissions or quotes in parallel while your team works normally. Once accuracy is validated (typically 2-3 weeks), we switch over. Your producers spend more time selling and less time typing. The transition is gradual, not a big bang.
How does this work with our agency management system?
We build on top of your existing systems. We integrate with Applied Epic, Vertafore AMS360, HawkSoft, and every major agency management platform. The AI layer connects your AMS to carrier portals and rating engines. Your IT team keeps managing infrastructure. We build the automation that sits between your systems.
Can you handle submissions across 50+ carrier markets?
Yes. That's exactly the problem we solve. Each carrier has different appetite guides, submission requirements, and portal formats. AI reads your client data, matches it against carrier appetites, and prepares submissions in each carrier's required format. Your team reviews and submits — instead of re-keying the same data 15 times.
How do we measure success?
We define success metrics with you before building anything. Typical metrics: quote turnaround time, submission-to-bind ratio, renewal retention rate, and time spent on policy servicing. We set up dashboards that show before/after in real-time. If the numbers don't improve within 90 days, we fix it on our dime.
What's the total cost for year 1?
Two options. Per Workflow: $25K-$75K per workflow, best for starting with one high-impact process like submission intake or renewal processing. Dedicated Team: ~$22K/month for 2+ AI engineers embedded in your operation, building multiple workflows continuously. Most brokerages start with one workflow, prove the ROI, then move to a dedicated team.

Your producers should be selling, not typing.

Book a free 30-minute AI Assessment. We'll map your highest-volume workflows and show you the 3 processes with the highest ROI.

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