AI for insurance agencies
Producer handbooks, claims procedures, carrier guides. Your team asks in plain English and gets the answer, with the passage it came from.
A client bought flood coverage today and asks if they’re covered tomorrow. Your producer goes looking for the waiting period.
The assistant answers from FEMA’s coverage summary and shows the passage, so the producer can answer on the spot.
A claim comes in late on a Friday. How fast does it have to go to the carrier? Someone checks three folders.
Ask the assistant. It gives your claims procedure’s deadline and the page it’s on.
Producers keep asking the office manager how renewal commission works.
They ask the assistant and get the answer from your producer handbook instead.
Northgate Insurance Agency is a made-up agency with a producer handbook, a claims assistance procedure, and FEMA’s NFIP summary of coverage. Ask what your producers and CSRs ask every day.
Pick an example or ask your own question. Every answer links to the exact passage it came from.
Runs on business AI services that don’t train on your data.
The exact passage and a link to the page. Nothing you can’t check.
If the answer isn’t in your documents, it tells you instead of guessing.
It reads and answers. Your people decide what leaves the business.
No. Your assistant runs on business AI services that don’t train on what you put in, and your documents sit in your own private store.
Every answer shows the passage it came from, so your people can check it in seconds. When the answer isn’t in your documents, it says so instead of guessing.
Almost certainly. If your handbooks, procedures and carrier guides live somewhere, your assistant can learn from them. I handle the technical side.
It depends on how many documents you have and which tools we connect. You see the exact price before any work starts.
A free 20-minute call. We’ll look at which of your documents your assistant should answer from.
Northgate Insurance Agency is a made-up company. Scenarios on this page are illustrations.