Your CSRs should be talking to clients, not chasing carriers.
An AT20 engineer sets up AI agents inside your agency that handle the paperwork around every policy: certificates, renewal prep, remarketing, loss runs and the follow-ups nobody has time for. Your team reviews the work and keeps the client conversations.
A familiar Tuesday at a 20-person agency.
A contractor needs a certificate before 3pm or they're off the job site. Two renewals are 60 days out and nobody has pulled the loss runs. A carrier still hasn't answered the endorsement request from last week. None of this is hard. It just never stops, and it lands on the same three people who should be quoting new business.
The work an agent takes off your team.
Each agent works inside the tools you already use, prepares the work, and hands it to a person to approve.
- Certificates of insuranceReads the request, checks the policy and holder details, drafts the certificate and queues it for a CSR to approve and send.
- Renewal prepStarts 90 days out: pulls the expiring policy, requests loss runs, lists what changed and builds the renewal checklist.
- RemarketingAssembles the submission from your files, sends it to the carriers you pick and tracks who has quoted.
- Carrier follow-upsChases endorsements, quotes and claims updates on a schedule, and tells you only when a person needs to step in.
- Policy checkingCompares the issued policy against the quote and flags differences in limits, forms and premium.
What stays with your people: advice, pricing decisions, anything that needs a licensed producer, and every message before it goes to a client.
Built for how agencies are actually split.
Commercial P&C
High certificate volume, complex renewals and more carriers to chase. Usually the first place we start.
Personal lines
Lots of small policies, endorsements and changes. Agents keep the service queue moving.
Benefits and Medicare
Census files, enrollment paperwork and plan comparisons prepared before the advisor's call.
Start with one workflow. Add the next when it pays for itself.
1. A call about your week
We look at where your team's time goes and pick the one workflow that would help most.
2. A free 1-page audit
Within two business days you get a short report: what an agent would do, what stays with your team, and what we'd need from you.
3. One agent, then the next
Your engineer builds and runs the first agent with your team checking its work. You add the next workflow when this one is earning its keep.
Questions we get asked.
Does the agent talk to our clients directly?
Not unless you want it to. By default it drafts emails and documents, and a CSR or producer approves them before anything goes out.
Which agency management systems do you work with?
Tell us your system on the call, whether it's Applied Epic, AMS360, HawkSoft, EZLynx or something else, and we'll confirm exactly how the agent connects before you sign up.
Is client data safe?
Access is role-based, every action is logged, and your data is never used to train AI models.
How long until something is running?
We aim to have the first agent working on real tasks within 30 days, starting with the workflow that takes your team the most time.
What does it cost?
Plans start at $1,000 a month and include a dedicated engineer and the AI usage. There's no long-term contract.