Every change,
drafted in minutes.
A client emails a change: a vehicle added, a limit raised, an address updated. AdminZero reads the request, finds the policy in your agency management system, and drafts the ACORD change request to the carrier and the confirmation note back to the client. The account manager reviews and sends.
What is endorsement and change request automation?
Mid-term changes are constant in a busy book, and each one is an email, a record, and a confirmation. Endorsement automation lets a private AI agent turn the client's request into the correct carrier paperwork and the client-facing note, so an account manager reviews and sends instead of building each change from scratch.
- Reads the change request, by email or note
- Finds the affected policy in your AMS
- Drafts the ACORD change request to the carrier
- Drafts the confirmation note back to the client
- Leaves the review and the send to a human
How does AdminZero draft a change request?
AdminZero reads the requested change against the existing policy and produces the correct form, such as an ACORD change request for revised limits, added or removed coverage, a newly added vehicle or driver, or an updated address. It keeps the policy data consistent with your AMS and presents a complete draft for review.
Does a human review each endorsement?
Yes. The account manager reviews each draft for accuracy and completeness before it is submitted to the carrier, and the client confirmation only goes out once a human approves it. This keeps a licensed person in the loop on every change and supports your errors and omissions discipline.
Why automate endorsements and change requests?
Change requests are high in volume and low in glamour, and they pull account managers away from clients all day. Automating the drafting clears the queue faster, reduces the re-keying that causes errors, and frees your team to handle the work that needs a human.
Common questions
Can AI process insurance endorsements?
Yes. AI can draft endorsements and ACORD change requests by reading the requested change against the existing policy and producing the correct form for revised limits, added coverage, or updated information. The account manager reviews each draft before it is submitted to the carrier.
Does AdminZero submit changes to the carrier automatically?
No. AdminZero drafts the change request and the client note, but a human reviews and submits. Nothing goes to a carrier or client without sign-off, and every action is logged for an audit-ready record.
What kinds of changes can it handle?
AdminZero can draft common mid-term changes such as revised coverage limits, added or removed coverage, a newly added vehicle or driver, and updated addresses or named insureds, each as the correct carrier paperwork for a human to review.
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