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
With your AI agent
0.4 hrs/week
agent-handled
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
Connect your tools
Link your agency management software and document management systems used for underwriting and carrier information.
Tell your agent what you need
Type: 'Find all companies offering cyber liability coverage for a small business with less than $2M in revenue.'
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
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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