Your insurance AI co-worker.
Send Pam one email. She reviews the renewal, flags what changed, and sends back a client-ready proposal for your team to check.
Book My CallThe problem
Renewals shouldn't eat your week.
Every renewal means pulling the policy, the prior term, the quote, and a stack of loss runs. Then someone compares them line by line, chases missing information, and builds the proposal by hand. It's careful work, and it takes hours your team could spend with clients.
How it works
No new system. Just an email.
- 1
Send the request.
Tell Pam where the files are and what you need: “The policies and loss runs are on the shared drive. Review the renewal, flag changes, and prepare the client proposal.”
- 2
Pam does the prep.
She reads the renewal, compares it to the prior policy, reconciles the loss runs, and drafts the follow-ups.
- 3
The package comes back to your inbox.
Proposal, renewal checklist, and loss summary arrive ready for your review. You resolve open questions and send it to your customer.
What Pam handles
Renewal review
Organizes the renewal, highlights premium changes, and lists what the carrier still needs.
Policy comparison
Puts limits, deductibles, exclusions, and endorsements side by side, and brings every difference forward for your review.
Loss-run analysis
Turns scattered loss runs into one summary of paid losses, reserves, and trends. When two reports disagree, Pam flags it instead of guessing.
Carrier submissions and follow-ups
Prepares submissions, tracks quotes, summarizes claims correspondence, and drafts servicing and renewal follow-ups.
Client proposals
Assembles a clean renewal proposal covering terms, premium changes, requirements, and next steps.
You stay in control
Pam prepares. Your team decides.
Everything Pam produces comes back as a draft for review. Nothing goes to a client or carrier without your sign-off. Every finding links back to the source document, so your team can check the work quickly.
Time back
From document work to client time.
Across 20 accounts a month, that's about 70 hours back for client conversations and judgment calls.
Illustrative workflow. Actual savings depend on your book and process.
Questions
- Do we need to switch systems?
- No. Pam works from email and the files you already keep, like your shared drive.
- Does Pam send anything to clients or carriers?
- No. Pam drafts, and your team reviews and sends.
- What happens when information conflicts or is missing?
- Pam flags it as a review item and drafts the request for what's missing. She doesn't fill gaps with guesses.
- How do we get started?
- Book a 30-minute call. We'll walk through one of your renewal workflows and show you what Pam would do with it.
One email starts it. Pam brings the work back.
Book My Call — we'll walk through one of your renewal workflows and show you what Pam would do with it.