Quotes, renewals and certificates that don't wait on one person's memory.
Quote intake, renewal reviews and certificate requests are drafted from the policy file inside your agency management system. A producer approves what goes to a client.
Free. 20–30 minutes. Phone or Zoom. It's a lesson, not a pitch.
Start with the basics- A person approves anything that reaches a client.
- Built around software you already pay for.
- Confidential by design.
Renewals, next 90 days
Marlow Bakery
Renewal review
Sorensen Bakery, BOP
Renews in 74 days
Hale family, home and auto
Exposure check drafted
Pine Ridge HOA
Waiting on board minutes
Account
Marlow Bakery
The policy renews in 90 days. Coverage limits are unchanged; the premium is up on last year.Source 1
- Source 1Producer checks the limits against the policy file.
- Source 2Van count taken from the vehicle schedule.
Activity
Approved by producer
Sent to client, ahead of any competing quote
Example of a custom workflow. Illustrative; names fictional.
Where the hours go.
- Quote intake
- The same business details typed into the form, the carrier portal and the agency management system.
- Renewals
- The date lives in someone's memory.
- Certificate requests
- A request arrives by email and waits for whoever has a free hour.
- After hours
- The 8 pm quote request a competitor answers first.
Your numbers.
Pick the closest firm type, then change any number. Rough numbers are fine.
Loading the calculator.
A commercial renewal ninety days out.
Today
Someone notices the date a month before it renews, assembles the review by hand, and a competitor's quote reaches the client first.
With the software
The review is drafted from the policy file ninety days out, the producer approves it, and it is sent before a competitor quotes.
Illustrative workflow, not a client result.
We build around Applied Epic and EZLynx. Product names belong to their owners; PacifAI is not affiliated.
Questions insurance agencies ask first.
How does it handle policyholder and carrier data?
It works from the records in your agency management system and your carrier portals, and shows where each fact came from. A producer approves anything that goes to a client. What it can see is set in writing before the build. The rules that apply to your agency are yours and your state's, and this isn't compliance advice.
Is the free briefing a sales pitch?
No. It's a lesson on what AI can and can't do for a professional firm. If there's a fit, we'll explain the audit at the end. If not, you keep everything you learned.
Is our data safe?
We keep as little as possible outside your own tools. Training rules depend on each AI service's terms, so we name every service and its terms in writing before work starts, and you decide.
Can it make things up in front of a client?
Nothing it drafts reaches a client until a person at your firm approves it. It answers from your documents, shows its sources and routes to a person when it isn't sure.
What does it cost?
The briefing is free. Audit and build prices are quoted in writing.
Other firm types: Law firms, Accounting and tax firms, Financial advisors, Property managers.
Learn what AI can do for your firm. Free, 20–30 minutes.
It's a lesson, not a pitch. If there's a fit, we'll explain how the audit works at the end. If not, you keep everything you learned.
Takes 30 seconds, opens Google's booking page.