How AI builds
a renewal pack.
The renewal is mostly assembly: pull the data, shape the documents, draft the letter. Here is how an AI agent does that work inside your agency management system, step by step, and the point where a licensed broker takes over.
Step 1: Read the account from the AMS
The agent starts where the data already lives. It reads the account's current policies, coverage, limits, deductibles, and exposure details from your agency management system, so nothing is re-keyed by hand. The AMS stays the system of record.
Step 2: Flag what changed and what is missing
It compares this term to last term, summarizing what changed and flagging gaps: a limit that no longer fits the exposure, a missing loss run, a coverage the client may now need. These flags are for the broker to weigh, not decisions the agent makes.
Step 3: Shape the renewal pack
It assembles the documents a broker needs to remarket or renew, populated from the data already on file.
- Draft ACORD applications populated from the AMS
- A summary of prior-term changes
- The carrier comparison, side by side
- A cover letter written in the producer's voice
Step 4: The broker reviews and sends
Nothing leaves the agency on its own. The producer reviews the pack, adjusts anything that needs judgment, and sends it. Every step the agent took is logged, so there is an audit-ready record of how the pack was built.
Why do it this way?
Renewals are where the admin piles up and the best hours of the day disappear. Handing the assembly to an agent, while keeping the judgment and the relationship with the broker, returns those hours without giving up control.
Return your brokers to broking.
We spend a month at your desk and build agents for your loudest workflows. You use them like your own. If they help, send a note.
Start a free pilot