AI automation for Insurance
NYC insurance brokerages — P&C, life, commercial, and benefits — lose hours to manual quoting, claims intake, and renewal chasing. We deploy AI quote agents, claims automation, and renewal AI that speed up quoting and chase every renewal systematically — without expanding your team.
Insurance — by the numbers
Deployment snapshot — your results will vary
Quotes
Auto-generated
Claims intake
Automated
Renewal chasing
Systematic
What NYC businesses tell us
Pain points in insurance
The manual work that eats your team's week. We've seen these patterns across NYC businesses — and we've automated all of them.
Quote generation bottleneck
Every commercial quote means gathering 5+ data points, checking 4+ carrier portals, and assembling a comparison. Your producers spend 2+ hours per quote. Competitors with online quoting win the speed war.
Claims intake chaos
A customer files a claim. Your team manually enters info across 3 systems (carrier portal, your AMS, your CRM), assigns an adjuster, and follows up. Errors creep in. Customers wait. Satisfaction drops.
Policy renewal lapses
Your AMS knows when every policy renews. But nobody chases renewals systematically. 15–25% of policies lapse without a renewal attempt. Each lapse = lost commission + lost lifetime value.
Compliance + documentation
NY DFS requires documentation for every quote, bind, and claim. Your team manually files it. One missed form = a finding. The risk grows with every policy written.
What we deploy
AI solutions that actually fit
Concrete applications of AI for NYC insurance businesses. Each one ships in 7–14 days, runs in your environment, and includes human-in-the-loop fallback.
AI quote agent
AI agent ingests client info (from a web form, email, or call), pulls quotes from 4+ carrier portals, and generates a comparison PDF in 5 minutes. Producers focus on selling.
Claims intake automation
Customer files a claim via web form. Bot auto-populates your AMS, assigns the right adjuster, files with the carrier, and follows up with the customer. Fewer errors, faster claims.
Renewal AI
AI tracks every policy expiration, texts the customer 45 days before with a 1-tap renewal, follows up systematically, and flags at-risk policies to the producer. Renewals happen on autopilot.
Compliance documentation bot
Bot auto-files every quote, bind, and claim in your document management system with the right metadata. NY DFS audit? Everything's in place. Zero manual filing.
How we deploy
The insurance deployment sprint
From kickoff to production in 14 days. We've shipped this exact playbook for NYC insurance businesses — here's what you'll see at each step.
AMS + carrier audit
We audit your AMS (Applied Epic, Vertafore, NowCerts, ZappInsured), carrier portals (PL Rating, EZLynx), and your renewal workflow. We map the producer's day.
Build & train
We build the AI quote agent, claims automation, and renewal AI in a sandbox. We tune against your carriers, your book of business, and your producer workflows.
Pilot & tune
We pilot with 2–3 producers. We watch quote turnaround, claims accuracy, and renewal rate. We tune the AI against your real clients + carriers.
Rollout & optimize
We roll out across all producers, train the team, and optimize monthly. Next we add cross-sell automation, E&O documentation, and NY DFS compliance reporting.
Zero ongoing risk
Cancel anytime after implementation
10–14 day deployment
100% engineered, zero team downtime
Monthly tuning
Continuous monitoring & optimization
Where we work
NYC neighborhoods we serve
We're NYC-headquartered and we've deployed automation in these neighborhoods. Want someone local who gets the pace of business? You found us.
Insurance FAQ
Questions we get asked
The most common questions NYC businesses ask before hiring us — answered straight.
Ready when you are
Automate your insurance business — live in 14 days.
Book a free 15-minute NYC AI Audit. We’ll map your workflows, identify the highest-ROI automation, and hand you a one-page opportunity map — no obligation.