Quotes compared while you’re out on a claim.
An AI crew for independent insurance agencies: new-business intake, side-by-side carrier quotes, renewal reminders, storm-claim follow-ups and policy reviews, with a licensed agent approving every quote and policy.
Lead specialist: Quinn · Nothing goes out until you approve it
Running insurance means the phone, the inbox and the paperwork never stop. Your crew takes the busywork so you can do the work.
Your insurance crew handles these, draft-first
Watch Drew handle it.
New homeowner messages at 8:20 PM: “I need coverage before Friday”. Follow it from first message to booked, tasked and reported. You only tap Approve.
- 1. Message arrives
- 2. Drew reads + drafts
- 3. You tap Approve
- 4. CRM + calendar update
- 5. Promise → task
- 6. Weekly report
Built for insurance agencies.
Each crew mate has one job and a written playbook. Start with the one that saves the most time.
New-business intake: coverage needs, property and driver details
Side-by-side carrier quote comparisons, applications and proof-of-insurance drafts
Renewal reminders, remarketing and missing-document follow-ups
Claim first notice: photos, notes and status updates after storms
Annual policy reviews and cross-sell appointments
Review and referral asks after a policy is bound, plus the weekly recap
Works with your tools.
No new software. Least-privilege access you can revoke anytime.
Names are trademarks of their owners and are listed for compatibility only.
The numbers that matter.
Compliance, built in.
Only licensed agents quote, bind or give coverage advice; the crew drafts and organizes. Built around state licensing and producer rules, GLBA privacy for client data, NAIC data-security model laws (including NYDFS Part 500 where it applies), carrier appetite rules, E&O documentation and TCPA consent for texts. Claim outcomes are never promised.
General information, not legal advice. We configure guardrails with you during setup.
Does the crew quote or bind coverage?+
No. It gathers details, lines up carrier quotes side by side and drafts the message. A licensed agent reviews, recommends and binds, every time.
Does it work with our agency management system?+
Yes. Applied Epic, AMS360, HawkSoft, EZLynx, QQCatalyst and NowCerts are covered, along with Gmail or Outlook and your phone system. Ask about comparative raters during your audit.
What happens after a big storm?+
Ivy takes first notice of loss around the clock, collects photos and notes, files them to the client record and sends status updates, so your team can focus on the clients who need a call.
Can it help with renewals and referrals?+
Remy starts renewal outreach 60 days out and flags policies to remarket. After a policy is bound, Sage asks happy clients for a review or a referral, using wording you approve.
How long does setup take for insurance agencies?+
Most crews go live in 21 days, draft-first. If we miss that, your next month is free.
Do we need new software?+
No. Your crew works inside the tools you already use, such as Applied Epic, AMS360, HawkSoft.
Get your insurance crew.
Free 30-minute automation audit: we map how work moves through your insurance business and show you this demo with your own scenarios.
No obligation · Live in 21 days or your next month is free
