Quote intake
Asks the questions your insurers need for a quote, collects documents and prepares a tidy summary for your broker.
Insurance brokers · AI agents
AI agents for insurance brokers
Collect quote details, prepare renewals, answer routine policy questions and take first notice of claims. Your licensed staff keep the advice, the recommendations and the client relationship.
Founded by Narek Maloyan and Tigran. Based in Yerevan, Armenia. Narek built the #1 agent on SWE-bench Verified (70%, May 2025).
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Ana R.Website chat · quote request
Example · fictionalHi, I would like a quote for business insurance for my small bakery.
21:30Happy to help, Ana. A few quick questions so our broker can prepare options: how many staff do you have, what is your yearly turnover, and do you deliver to customers?
21:30Four staff, about 300,000 a year, and yes, we deliver locally.
21:33Thank you. I have passed everything to our broker, who will prepare options and contact you. Would a call tomorrow morning suit you?
21:33For your team
New business quote · details collected
- Bakery, 4 staff, local deliveries
- No recommendation given; broker to call
Names, dates and details are invented for illustration.
Typical tasks
Quote intake✦Renewal reminders✦Collecting documents✦Policy questions✦First notice of claims✦Updating your CRM✦
Use cases
Agents for the busywork around every policy
Renewals, quote forms and claims admin take hours every week. These agents handle the routine, so brokers can spend their time with clients.
Renewal reminders
Contacts clients ahead of renewal, checks whether their details have changed and books a review with a broker.
Factual policy questions
Answers factual questions from the client’s documents and your notes, such as the renewal date or how to get a certificate. Questions about cover go to a person.
First notice of claims
Takes the first details of a claim, asks for photos and documents, and passes everything to your claims handler.
Document chase
Collects missing forms, signed declarations and proofs, with polite reminders.
Example workflow
From renewal reminder to review
An example flow for a renewal. Each step follows your process.
Step 01
Reminder goes out
Ahead of the renewal date, the agent contacts the client.
Step 02
Changes collected
It asks what has changed: staff, turnover, vehicles, address.
Step 03
Broker reviews
Your broker gets a summary and prepares options and a recommendation.
Step 04
Client kept informed
The agent books the review call and follows up on documents.
Where the line is
Advice and recommendations stay with licensed staff
The agent handles
- Collecting details for quotes and renewals
- Reminders and document chase
- Factual answers from policy documents
- First notice of claims and hand-over
A person stays responsible for
- All advice and product recommendations
- Explaining cover and exclusions
- Claims decisions and disputes
- Complaints and clients in vulnerable situations
The AI does not recommend products or say whether something is covered. Your firm stays responsible for meeting your regulator’s rules.
What we build
What we build for brokers
Start with one part, or combine them. Everything connects to the tools you already use, where they allow it.
Client and quote agent
Answers on your website, by email and on WhatsApp, collects quote details and books calls with brokers.
Renewals and claims admin agent
Runs renewal reminders, collects documents and takes first notice of claims for your team.
Broker website with quote forms
Clear pages for each type of cover, schema.org markup and quote forms linked to the agent.
How we start
From first call to a working assistant
Step 01
A 20-minute call
You tell us where the time goes. We point out the one task an assistant could take first.
Step 02
We map one task together
We write down the steps, the rules and the moments where a person should say yes.
Step 03
Build and test in 2–3 weeks
We build the assistant, connect it to your tools and test it on real examples with you.
Pricing
Agreed per project
First assistant
Start hereOne task, one assistant. The easiest way to see if it works for you.
- A call to find the right first task
- Mapping the steps and rules with you
- Building and testing the assistant
- Going live within 2–3 weeks
You pay only if the assistant saves your team time.
Book a 20-min callFAQ
Questions we often hear
Does the AI recommend policies?
No. It collects information and answers factual questions. Recommendations and advice stay with your licensed staff, and the agent passes anything else to them.
Can it work with our broker software?
Often, but it depends on the software and the access it allows. We look at your tools on the first call and tell you honestly what can be connected and what cannot.
How is client data protected?
We use only the data the task needs, agree with you where it is stored and who can access it, and set everything up in line with GDPR and your own policies.
Can it handle both personal and business insurance?
Yes. We set up separate question flows for each type of cover you offer, in line with what your insurers ask for.
How long does it take, and what does it cost?
Your first assistant is ready in 2–3 weeks. The price is agreed per project after a short call, and you pay only if it saves your team time.
Let’s talk
Where does your team lose the most time: quotes, renewals or claims?
Tell us how it works today. On a 20-minute call we suggest one first agent.