Three agents that read the policies, handle the requests and run the renewals, on your accounts, with every fact traced to its page.
One-time payment. Instant access. Works in any language.
What's included
Turns policy documents into source-cited snapshots and side-by-side comparisons; every change traced, every gap stated, premium math by script.
Classifies client requests by risk class, lists what is missing, drafts replies, carrier requests and AMS notes; never sends or binds.
Stages renewals, scores priority from your thresholds, plans outreach and follow-up, and decides when remarketing is indicated.
Built from
Policy checking and comparison method used by independent agency account managers: coverage grant, limits, deductibles, valuation, forms and endorsements, never headline limits alone
Service-desk practice that classifies every request by its effect on the policy and on the agency's liability before anyone drafts a reply
Renewal management practice: milestone timelines, explainable prioritization and remarketing triggers set by the agency, not a universal 90-day checklist
Upload the expiring dec and the renewal offer. Every changed limit, deductible, form and premium is listed with the page it came from; what is missing is called missing.
Separates an ID card request from a vehicle add from an "am I covered" question, lists what the client still has to send, and drafts the reply and the AMS note.
Scores every expiration from your own thresholds (premium change, material changes, missing documents, notices, responsiveness) and shows the reasons, not a black box.
Recommends not indicated, candidate or remarket now from your triggers, drafts the brief and waits for the producer's approval instead of requoting everything.
Write to them in your language and they answer in it, right to left included.
One-time payment. Instant access.
FAQ
Three agents (Policy Intelligence Specialist, Client Service Specialist, Renewal & Retention Specialist) usable inside Agents Lab Cloud, plus the skill files, scripts and sample cases to download and run in Claude yourself.
No. The agents work from what you have: uploaded declarations pages, renewal offers, quotes, emails, spreadsheets and exports. If you use an AMS, its exports feed the renewal pipeline and the reconciliation; nothing is scraped and no portal is touched.
No. Every value in a snapshot or comparison cites the document and page it came from, arithmetic runs in scripts, and anything the documents do not show is reported as "not established", never as "not covered". Conflicts between documents are shown with both sources, not silently resolved.
No. It drafts, classifies, compares and recommends. Sending a message, submitting a change to a carrier, cancelling, remarketing or giving a coverage opinion stays with your licensed staff, and the agents mark those items as waiting for approval.
Both. One renewal gets a plain-language review with the changes and the questions to ask; a book export gets a prioritized pipeline with days to expiration, overdue milestones and the accounts where information is missing.
