Turn Your Insurance Agency into a 24/7 Revenue Machine with Custom AI
Stop losing 25% of your renewals to faster competitors. We build custom AI agents that handle quote intake, renewal reminders, and claims processing directly in your AMS.
The modern insurance agency is often buried under a mountain of administrative overhead. Between managing policy renewal dates and responding to urgent quote requests, producers frequently miss high-value cross-sell opportunities. Industry data shows that agencies responding to quotes within 5 minutes are 391% more likely to convert, yet the average agency takes hours to process intake forms manually.
Furthermore, legacy systems like Applied Epic and AMS360 often act as data silos. Read Laboratories integrates LLMs with your existing tech stack to scrape carrier emails, update policy statuses, and trigger personalized renewal campaigns without manual data entry. This reduces the E&O risk associated with manual input errors while freeing your CSRs to focus on complex advisory roles rather than filing COIs.
Problems We Solve
Quote Response Latency
AI-driven intake bots extract data from driver's licenses and current dec pages, populating EZLynx or Hawksoft instantly for faster quoting and higher conversion rates.
Renewal Revenue Leakage
Automated sentiment analysis monitors client emails to identify 'at-risk' policies 60 days before expiration, triggering proactive retention workflows and personalized reach-outs.
Claims Processing Bottlenecks
First Notice of Loss (FNOL) automation handles initial intake via voice or chat, creating the activity in your AMS and notifying the adjuster immediately without human intervention.
Missed Cross-Sell Opportunities
AI models scan your entire book of business to identify coverage gaps, such as homeowners clients without umbrella policies, and automatically draft personalized outreach for producers.
Carrier Communication Overload
Automatically sort, tag, and extract data from thousands of carrier notifications, ensuring endorsements and cancellations are processed without manual data entry.
What You Get
Deep AMS/CRM Sync
Bi-directional integration with Applied Epic, AMS360, and AgencyZoom to keep your client records pristine and updated in real-time.
AI Voice Producers
Custom-trained voice bots to handle outbound renewal reminders and inbound basic policy questions with a natural, professional tone.
Document Intelligence
Extract data from ACORD forms and carrier PDFs with 99% accuracy using specialized OCR and LLMs designed for insurance terminology.
Automated COI Delivery
Self-service portals where commercial clients can request and receive Certificates of Insurance instantly via AI verification of policy limits.
What It Costs
Setup
$5,000 - $25,000
Monthly
$500 - $2,000
ROI Example
One agency saved 40 hours of CSR time per month on COI requests and increased cross-sell revenue by 18% within the first 90 days of implementation.
Frequently Asked Questions
How do you handle PII and HIPAA compliance?
We implement SOC2-compliant data handling and ensure all AI models are hosted in private environments with zero data retention for training, ensuring full compliance with state insurance regulations.
Does this work with legacy versions of AMS360 or Applied Epic?
Yes, we utilize a mix of API connections and secure Robotic Process Automation (RPA) to bridge the gap with older software that lacks modern integration points.
Can the AI handle complex commercial lines?
Our AI is trained on your specific appetite guides and carrier rules to ensure it only handles tasks within its confidence threshold, flagging complex commercial cases for human review.
How long does a typical integration take?
Most insurance-specific AI workflows are fully deployed, integrated with your AMS, and tested within 4 to 8 weeks, including staff training sessions.
Does AI increase my E&O exposure?
Actually, it reduces it. By eliminating manual data entry errors and ensuring every renewal follow-up follows a standardized, logged process, your agency's compliance posture is strengthened.
Ready to Automate Your Agency's Growth?
Book a free 30-minute AI strategy audit to see how much time your team can save with custom integrations.
Serving Insurance Agencies businesses nationwide. Based in Westlake Village, CA.