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Financial

Insurance CRM

⚡ Hero Feature: Carrier Mapper

One-click population of 50+ carrier portals from a single intake form. Risk prediction and churn flagging.

See Insurance CRM in Action

Product Demo — 3 min
AI AGENTS

5 Specialized Agents

Each agent is an AI specialist that handles a specific part of your workflow autonomously.

Agent 1 of 5
CM

Carrier Mapper

Populates 50+ insurance carrier portals from a single intake form, comparing rates automatically.

Uses:
Salesforce
Google Docs
Slack
Agent 2 of 5
RP

Risk Predictor

Analyzes client profiles to predict risk levels and recommend optimal coverage.

Uses:
AI Engine
Gmail
Salesforce
Agent 3 of 5
QE

Quote Engine

Generates competitive quotes across multiple carriers in minutes instead of hours.

Uses:
Gmail
Salesforce
Google Docs
Agent 4 of 5
CA

Claim Assist

Guides clients through the claims process with step-by-step support.

Uses:
AI Engine
Gmail
Salesforce
Agent 5 of 5
PC

Policy Comparator

Compares policy options side-by-side to help clients choose optimal coverage.

Uses:
Gmail
Salesforce
Google Docs
WORKFLOW

How Your Agents Collaborate

Each agent handles its specialty, then passes results to the next — forming an autonomous pipeline.

CM
Carrier Mapper
Agent 1
→
RP
Risk Predictor
Agent 2
→
QE
Quote Engine
Agent 3
→
CA
Claim Assist
Agent 4
→
PC
Policy Comparator
Agent 5
INTEGRATIONS

Connected Tools

Insurance CRM agents connect to these tools your team already uses.

Gmail
Gmail
Salesforce
Salesforce
Google Docs
Google Docs
Slack
Slack

Ready to deploy Insurance CRM?

5 AI agents ready to start working for your business today.