Stop Drowning in Risk Assessments

Automate repetitive underwriting tasks and focus on smarter decisions.

Manually reviewing documents, chasing information, and evaluating risks eats up your day. The constant back-and-forth slows you down and leads to missed opportunities.

The hidden cost

What this is really costing you

Insurance underwriters spend hours each day sifting through documents, evaluating applicant risk, and requesting additional information. Every decision requires careful review of records, policies, and endorsements, often across multiple systems. This manual process is tedious, error-prone, and leaves little time for strategic analysis.

Time wasted

8-12 hours/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$18,415/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

Manual processing increases the risk of errors, slows response times, and can result in missed profitable opportunities or exposure to excessive risk.

Return on investment

The math speaks for itself

Today — without agent

12.7 hrs/week

of manual work

$18,415/year/ year

With your AI agent

2.5 hrs/week

agent-handled

$3,625/year/ year

You save

$14,790/year

every year, reinvested into growing your business

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Assess a New Application

You ask your agent to review a new applicant’s documents and summarize the risk profile, highlighting any red flags.

Draft a Decline Letter

You ask your agent to generate a professional letter to decline an application due to excessive risk, referencing key decision factors.

Request More Information

You ask your agent to draft an email to a medical provider for additional applicant health details.

Evaluate Catastrophe Exposure

You ask your agent to analyze a portfolio for potential losses from natural disasters and suggest mitigation steps.

How to hire your agent

1

Connect your tools

Link your underwriting, document management, and internal communication platforms.

2

Tell your agent what you need

Example: 'Analyze this applicant’s documents and let me know if there are any health or financial red flags.'

3

Agent gets it done

The agent reviews the documents, flags potential risks, and provides a concise summary report for your decision.

You doing it vs. your agent doing it

Read through each document, cross-reference data, and note concerns.
Agent scans documents, highlights risks, and summarizes findings.
2 hrs/week
Manually write emails or letters to applicants or representatives.
Agent generates professional, customized communications instantly.
1 hr/week
Compile data from various systems and analyze potential exposures.
Agent aggregates data and provides risk analysis automatically.
2 hrs/week
Manually research reference materials and update policy details.
Agent reviews guidelines and suggests adjustments or endorsements.
1 hr/week

Agent skill set

What this agent knows how to do

Automated Risk Assessment

Quickly analyzes applicant documents to determine risk factors such as health, financial standing, and property condition.

Excess Risk Identification

Flags and declines applications with excessive or uninsurable risk based on your criteria.

Information Requests & Communication

Drafts and sends requests for additional information to field representatives or medical personnel, and explains underwriting decisions.

Loss & Catastrophe Evaluation

Assesses the likelihood of losses due to catastrophes or excessive insurance, highlighting potential exposures.

Policy Review & Adjustment

Reviews company records to determine coverage amounts and applies endorsements or rating adjustments for substandard risks.

Reinsurance Authorization Support

Identifies high-risk policies and prepares recommendations for reinsurance authorization.

AI Agent FAQ

Hire your AI agent

Join the waitlist and be the first to hire an AI agent that handles your AI work end-to-end.

Free to join. No credit card required.