AI agents for insurance agencies
Certificate requests that need to go out today and renewals that need to start 90 days ago. An agent handles the routine ones and hands your account managers the rest.
What an agent takes on
Same-day certificates of insurance
A client needs a COI for a job site today. In Momentum AMS the agent checks the policy, issues the certificate with the right holder and sends it.
Renewals
Ninety days out, the agent gathers loss runs and updated client info, builds the submission and tracks carrier quotes as they come back.
Other industries
- Restaurants4 use cases
- Property management4 use cases
- Construction5 use cases
- Medical & dental practices3 use cases
- Law firms2 use cases
- Accounting firms1 use case
- Trucking & logistics2 use cases
- E-commerce & wholesale4 use cases
- Staffing & home care2 use cases
- Any business7 use cases
- Software & SaaS3 use cases
What job would you hand to an agent?
Book a free 15-minute call. Tell us the job that eats your week and we'll tell you how an agent would handle it and what it would cost.