Agentrix for Insurance
Your Book Grows.
Your AI Handles the Grind.
Agentrix deploys a full AI operations team across your book of business. Renewals never missed. Compliance always current. Cross-sell opportunities surfaced automatically.
Trusted by independent agents and agencies managing 500+ policies. SOC 2 compliant. Carrier-agnostic.
The Problem
You Didn't Get Licensed to Fight Paperwork.
Compliance Documentation Eating Half the Day
Every policy change, application, and renewal generates compliance requirements. You spend 3–4 hours daily on documentation that protects the business but doesn't grow it.
Renewal Follow-Ups Missed = Lost Clients
A client's auto policy renews in 30 days. You meant to call. You didn't. One missed renewal costs you a client worth $2,000/year for the next decade. Multiply that across your book.
Policy Data Scattered Across Systems
Client info in your CRM. Policy details in carrier portals. Notes in email. Claims history somewhere else. When a client calls, you're scrambling across four tabs.
The Solution
Agentrix Closes the Gaps That Shrink Your Book.
01
Compliance on Autopilot
Your AI generates, organizes, and tracks compliance documentation automatically. E&O protection built into your workflow. Audits become a non-event.
02
Every Renewal, Every Time
90-day, 60-day, and 30-day outreach sequences triggered automatically and personalized to each client's policy, history, and life stage.
03
Unified Client Intelligence
One view. Every policy, interaction, claim, and life event. Ask a question about any client and get an instant, complete answer.
Use Cases
18 AI Agents. One System. Built for Insurance.
01
AI Policy Review Prep
Auto-generates coverage summaries, gaps, and talking points before every client review.
02
Client Coverage Briefing
Pulls complete policy history so you walk into every conversation fully informed.
03
Renewal & Task Tracker
Monitors every renewal date, pending task, and follow-up across your entire book.
04
AI Meeting & Call Notes
Transcribes and summarizes every client interaction, extracting action items automatically.
05
Life Event & Cross-Sell Detection
Identifies triggers — new home, new baby, business growth — that signal coverage needs.
06
Live Policy Advisor
Real-time guidance on coverage questions, carrier comparisons, and complex policy structures.
07
AI Renewal Follow-Ups
Drafts and sends personalized renewal outreach sequences at optimal timing.
08
Compliance Documentation
Auto-generates disclosures, consent forms, and regulatory paperwork.
09
Coverage Plan Creation & Updates
Builds and maintains customized coverage recommendations for every client.
10
CRM & Policy System Sync
Bi-directional sync between your CRM, carrier portals, and management systems.
11
Policy Document Intelligence
Extracts key terms, exclusions, and coverage details from any policy document.
12
Application & Form Autofill
Pre-fills applications, change requests, and forms from existing client data.
13
Client Profile Management
Maintains living profiles with coverage history, preferences, and communication patterns.
14
Book of Business Intelligence
Ask natural-language questions about your book, retention, or growth opportunities.
15
AI Client Email Replies
Drafts contextual email responses in your voice. Approve in one tap.
16
Claims & Policy Data Extraction
Pulls key data from claims documents, endorsements, and declarations pages.
17
Agent Performance Scorecards
Weekly metrics on retention, cross-sell rates, and response times.
18
Book of Business Analytics
AI-generated analysis of book composition, risk concentration, and growth trends.
Featured
Five agents that change the week.
01
AI Renewal Follow-Ups
The problem it solves
The average agency loses 10–15% of clients annually to missed renewals and competitor poaching. Most weren't unhappy — they were forgotten.
How it works
90 days before each renewal, Agentrix initiates a personalized outreach sequence reflecting the client's policies, life changes, and coverage gaps. Escalates when a client signals they're shopping.
The result
Retention climbs 5–10 percentage points. Clients feel proactively cared for. You never discover a lapsed policy after the fact.
02
Life Event & Cross-Sell Detection
The problem it solves
Every life change is a coverage need. But you can't monitor 500 clients' lives manually.
How it works
Agentrix monitors signals across connected data sources. When a trigger fires you get a brief: what changed, the coverage gap it creates, and a suggested outreach message.
The result
Cross-sell opportunities appear in your workflow without prospecting effort. Revenue per client grows organically.
03
Compliance Documentation
The problem it solves
E&O claims are rising. Regulators expect documentation for every recommendation, disclosure, and interaction.
How it works
Agentrix auto-generates compliance documentation at every touchpoint — disclosures logged, recommendations documented, consent forms tracked, everything timestamped for audit.
The result
Bulletproof compliance trail with zero additional work. Audit-ready at all times. E&O risk reduced materially.
04
Policy Document Intelligence
The problem it solves
A client asks whether their policy covers a scenario. You pull up a 47-page document and start scanning.
How it works
Ask in plain language: "Does this policy cover water damage from a burst pipe?" Agentrix reads the full document and answers with the exact section reference.
The result
Instant answers to coverage questions. Faster responses. You look sharp on every call.
05
Client Coverage Briefing
The problem it solves
A client calls unexpectedly and you can't recall their full coverage picture, so you put them on hold.
How it works
One query pulls everything: active policies, recent claims, upcoming renewals, identified gaps, last five interactions, and life events since last contact.
The result
Walk into every interaction fully informed. No more "let me look that up and call you back."
How It Works
Live in 14 Days. No Technical Lift.
STEP 1
Discovery Call (30 min)
We learn your book size, carrier mix, management systems, and where time disappears. We map the opportunity.
STEP 2
System Design (48 hrs)
We architect your deployment — which agents activate, how they integrate with your AMS/CRM/carrier portals, and what your first 30 days look like.
STEP 3
Build & Deploy (10–12 days)
Our team builds, tests, and deploys your system. You get a live walkthrough. No code. No IT department needed.
STEP 4
Optimize & Scale
Monthly performance reviews. We tune your agents based on retention data, response times, and book growth.
Pricing
Pricing That Scales With Your Practice.
Solo Agent
For independent agents managing 200–1,000+ policies
$500 – $800/mo
Setup: $3,000 – $5,000
- /Full 18-agent system deployment
- /AMS + CRM integration
- /Carrier portal connectivity
- /Done-for-you setup and configuration
- /Monthly optimization and support
★ MOST POPULAR
Agency
For agencies with 2–10 producers
$1,500 – $2,500/mo
Setup: $8,000 – $15,000
- /Everything in Solo, plus:
- /Multi-producer access and dashboards
- /Agency-wide book analytics
- /Shared compliance intelligence
- /Priority support
Enterprise (Agent Studio)
For large agencies, MGAs, and carrier partnerships
Custom
Starting at $50,000/year
- /Full platform access with Agent Studio
- /Custom agent development
- /Dedicated success manager
- /API access and custom integrations
- /White-label options available
FAQ
Questions we get every week.
Does Agentrix integrate with my agency management system?+
Yes. We integrate with Applied Epic, HawkSoft, EZLynx, AMS360, AgencyZoom, and others. If your system has an API or data export, we connect to it.
Is this carrier-specific?+
No. Agentrix is carrier-agnostic and works across all carriers and lines — personal, commercial, life, health, and benefits.
How does this handle compliance and E&O protection?+
Compliance documentation is generated automatically at every client touchpoint — every recommendation documented, disclosure logged, and interaction timestamped.
Will my clients know AI is involved?+
Client-facing communications are drafted in your voice and sent from your accounts. You control what auto-sends and what requires approval.
What about data security with sensitive policy information?+
SOC 2 compliant, encrypted in transit and at rest. We don't sell data or train on your client information, and you can export at any time.
Stop Losing Clients to Missed Renewals.
Your book deserves better. Your AI is ready. Book a 15-minute demo and see exactly how Agentrix runs your insurance operations.
No contracts. Cancel anytime. Live in 14 days.