Find the Right Coverage Provider Fast

Instantly match client coverage needs with the best-fit company for underwriting.

Sifting through dozens of carriers to match specific coverage requests wastes hours you don’t have. Manual research, cross-checking guidelines, and double-checking eligibility slow you down and frustrate clients.

The hidden cost

What this is really costing you

Selecting the right company to underwrite a client’s requested coverage means digging through carrier guidelines, comparing product details, and confirming eligibility—every single time. The process is tedious, repetitive, and error-prone, especially with frequent product updates. You’re left juggling multiple systems and documents, trying not to miss a critical detail.

Time wasted

1.8 hrs/week

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

Money lost

$2,610/year

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

If you keep ignoring it

If you keep doing it manually, you risk slower turnaround times, missed opportunities, and dissatisfied clients who may look elsewhere for faster service.

Return on investment

The math speaks for itself

Today — without agent

1.8 hrs/week

of manual work

$2,610/year/ year

With your AI agent

0.4 hrs/week

agent-handled

$580/year/ year

You save

$2,030/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.

Urgent Client Request

You ask your agent to find the top three carriers for a client needing high-limit liability coverage.

Comparing Multiple Options

You ask your agent to summarize differences between two companies’ underwriting guidelines for a niche policy.

New Product Launch

You ask your agent to check which companies now offer a recently announced coverage type.

Eligibility Verification

You ask your agent to confirm if a client qualifies for a specific coverage based on their profile.

How to hire your agent

1

Connect your tools

Link your agency management software and document management systems used for underwriting and carrier information.

2

Tell your agent what you need

Type: 'Find all companies offering cyber liability coverage for a small business with less than $2M in revenue.'

3

Agent gets it done

The agent returns a ranked list of companies, their underwriting guidelines, and a summary of key differences.

You doing it vs. your agent doing it

Search through carrier portals and underwriting documents one by one.
Agent instantly matches client needs to eligible carriers.
1 hr/week
Manually review and summarize product specs from multiple PDFs.
Agent delivers a concise comparison table.
30 min/week
Monitor industry updates and cross-reference with carrier lists.
Agent scans for and highlights new offerings automatically.
15 min/week
Cross-check client profile against each carrier’s rules.
Agent instantly flags eligible/ineligible options based on input.
15 min/week

Agent skill set

What this agent knows how to do

Carrier Matching

Quickly reviews client requirements and matches them to companies offering the appropriate coverage.

Guideline Cross-Checking

Compares underwriting guidelines across providers to ensure eligibility and compliance.

Product Detail Summarization

Summarizes key product features and differences to help you make informed recommendations.

Documentation Reference

Finds and references the latest underwriting documents and product updates for each carrier.

Custom Criteria Filtering

Filters companies based on custom client needs, such as coverage limits or special endorsements.

AI Agent FAQ

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