Agent Platform for Insurance
Automate the work between the systems
Your team spends hours moving data between AMS, carrier portals, and documents. Agent Platform automates the repetitive workflows so your staff can focus on clients.
The Challenge
Insurance runs on repetitive tasks
The same data moves through the same steps hundreds of times. Your staff shouldn't be the integration layer.
Manual data entry everywhere
Staff re-key the same information across AMS, carrier portals, and documents.
Document chaos
Policies, endorsements, and claims scattered across email, portals, and drives.
Carrier portal juggling
Each carrier has different requirements, formats, and submission processes.
Compliance documentation
Proving you did what you said you did is almost as much work as doing it.
Automation Areas
Where agencies are automating
Policy Processing
Automate the document-heavy work of policy issuance and renewals.
- Application data extraction and validation
- Document assembly from templates
- Carrier submission formatting
- Policy delivery and filing
Claims Handling
Streamline claims from first notice through settlement.
- FNOL data capture and triage
- Document collection and organization
- Status updates and notifications
- Settlement documentation
Underwriting Support
Accelerate underwriting with automated data gathering and analysis.
- MVR and background checks
- Property data aggregation
- Risk scoring inputs
- Quote comparison assembly
Capabilities
Built for insurance operations
AMS Integration
Connect to Applied, Vertafore, HawkSoft, and other agency management systems.
Carrier Portals
Automate submissions, downloads, and data sync across carrier platforms.
Document Processing
Extract data from policies, applications, and claims documents automatically.
Workflow Orchestration
Multi-step processes with approvals, notifications, and exception handling.
Audit Trails
Complete logging of every action for compliance and E&O protection.
Exception Alerts
Automatic flagging when automation encounters issues requiring human review.
Results
What agencies are seeing
Automate your agency operations
See how Agent Platform can eliminate the repetitive work that slows down your agency. We'll show you exactly how it works with your AMS and workflows.