Stop Drowning in Policy Paperwork
Automate policy requirements, medical exam tracking, and form completion with an on-demand AI agent.
Chasing down medical exams and double-checking every form eats up your day. One missed detail means delays, frustrated clients, and more back-and-forth. You deserve to focus on selling, not endless admin.
The hidden cost
What this is really costing you
Ensuring every policy requirement is met means tracking medical exams, gathering documents, and reviewing forms—over and over. Manual follow-ups with clients and providers add hours to your week. Small errors can lead to frustrating delays and lost business.
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
You’ll keep losing time to repetitive admin, risk missing critical requirements, and delay policy issuance—hurting your bottom line and client satisfaction.
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.
Check Outstanding Policy Requirements
You ask your agent to list all remaining requirements for a client’s policy application.
Track Medical Exam Status
You ask your agent to show which clients are waiting on medical exams and what’s pending.
Review Forms for Errors
You ask your agent to review a completed application for missing or incorrect information before submission.
Summarize Application Progress
You ask your agent to generate a status update for all open applications to share with your team or clients.
How to hire your agent
Connect your tools
Link your agency management software and document management systems to your agent.
Tell your agent what you need
Type: 'Show me all pending policy requirements and any missing medical exams for my current applications.'
Agent gets it done
Your agent returns a clear, organized checklist of outstanding requirements, exam statuses, and flagged missing forms.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Track Policy Requirements
Keeps a checklist of all requirements for each policy and updates progress as you provide information.
Medical Exam Coordination
Monitors which clients need medical exams, tracks completion status, and reminds you when follow-up is needed.
Form Review & Completion
Checks forms for missing information and helps you fill out required fields quickly and accurately.
Document Collection Guidance
Lists exactly which documents are needed from clients and providers for each policy type.
Status Summaries
Generates quick overviews of outstanding requirements and completed steps for each application.
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.