Insurance
Send the carrier documents. Get back the client-ready work.
Converge builds AI co-workers around the way your agency already works — in the inbox your team lives in, the carrier portals they log into, and Applied Epic.
Book my Call- Proposals and comparisonsLive
- Policy checkingLive
- ACORD to Applied Epic entryLive
- Carrier portal quotingLive
How the work gets done today
An account manager starts the day in the inbox. A renewal is coming up, so the carrier quotes come back as attachments across several threads, in several formats, at several times.
They download the files, read each one, and build the comparison by hand. Coverage differences get caught by reading line by line. The proposal gets rebuilt in the agency template. The data gets re-keyed into Applied Epic so the system of record matches what the client was sent.
By the time the client-ready document goes out, most of the day is gone — and the next renewal is already sitting in the inbox behind it.
- Carrier quotes arrive as attachments, in different formats, on different days
- Comparisons are built by hand, line by line
- Coverage differences are caught by reading carefully, or not at all
- The same data is entered again into Applied Epic
- Portal quoting means logging in, keying, waiting, checking back
What changes with an AI co-worker
The predictable path goes to the co-worker. Coverage judgment, client relationships and the final say stay with your account managers.
Documents in, work out
Email the carrier quotes. The comparison comes back as a PDF plus an editable Word copy.
Differences flagged
Coverage differences are surfaced for review rather than buried in the documents.
Epic stays current
ACORD data is entered into Applied Epic, so the system of record matches what went to the client.
Portals worked, not watched
Quoting threads are carried through the carrier portals your team already uses.
Meet the co-workers on this desk
Three co-workers are live across agencies today. Each is built around that agency’s own process — never a generic bot.
Builds proposals and comparisons from the carrier documents your team sends her.
Carries quoting threads through the carrier portals, and brings the results back.
Checks policies against what was sold and enters ACORD data into Applied Epic.
Real work, done every week
Weekly activity from live co-workers.Works in the systems you already run on
Your processes, your client records, your documents — never used to train AI models.
Automation should know when to stop
What renewal work is taking hours from your agency?
Give us 25 min and let’s find one process worth improving.