Stop Dreading Premium and Refund Calculations
Automate insurance rate calculations for premiums, refunds, commissions, and reserves—accurately, every time.
Manually crunching numbers for every adjustment or commission eats up your focus and patience. One error can mean hours of backtracking and corrections, leaving you frustrated and behind on other work.
The hidden cost
What this is really costing you
Calculating premiums, refunds, commissions, and reserve adjustments using insurance rate standards is tedious and error-prone. Each case requires careful review of policy details, rate tables, and documentation. Even a small mistake can lead to financial discrepancies and time-consuming corrections.
Time wasted
0.8 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$1,160/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep doing it manually, you'll continue to lose time on repetitive calculations, risk costly errors, and struggle to keep up with higher-value tasks.
Return on investment
The math speaks for itself
Today — without agent
0.8 hrs/week
of manual work
With your AI agent
0.2 hrs/week
agent-handled
You save
$870/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.
Calculate a New Policy Premium
You ask your agent to determine the premium for a new customer based on their coverage details and rate tables.
Process a Policy Refund
You ask your agent to compute the refund amount when a customer cancels mid-term, factoring in all fees and adjustments.
Update Reserve Requirements
You ask your agent to recalculate reserves after a policy change, ensuring your records stay compliant and accurate.
Break Down Agent Commissions
You ask your agent to generate a commission report for a specific policy or time period, based on the latest rates.
How to hire your agent
Connect your tools
Link your account management, billing, and claim processing systems so the agent can access the data needed for calculations.
Tell your agent what you need
Type a prompt like: 'Calculate the refund due for policy #12345 after cancellation on 5/10/2024, including all adjustments.'
Agent gets it done
The agent returns a detailed calculation with all supporting figures and a downloadable report for your records.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Premium Calculation
Quickly computes accurate premium amounts based on current insurance rate standards and policy details.
Refund & Adjustment Processing
Calculates precise refund amounts and necessary adjustments for policy changes or cancellations.
Commission Breakdown
Determines commission amounts for agents or brokers according to the latest rates and agreements.
Reserve Requirement Updates
Assesses and recalculates reserve requirements for new or updated policies, ensuring compliance.
Detailed Audit Trail
Generates a clear, itemized report of every calculation for compliance and review.
AI Agent FAQ
Hire your AI agent
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