AgencyPilot AI
Every Request, Handled — With a Human on Every Reply.
AgencyPilot is the AI operations layer for independent insurance agencies. It reads every email, voice call, and uploaded document, triages each request by type and risk, drafts the response, and routes it to your team to approve. Certificates, ID cards, billing questions, vehicle changes, first notice of loss — hundreds a week, each one urgent and each one a compliance decision. Hiring doesn't scale and generic AI can't be trusted to touch a policy, so AgencyPilot clears the routine work in minutes while a licensed human stays in control of everything that goes out.
System Capabilities
Unified Request Queue
Email, voicemail, and document uploads flow into a single queue, classified by request type and scored by risk tier so the urgent work rises to the top instead of sitting behind the routine work.
Drafts You Can Check
Each request arrives with a drafted reply, the fields the AI extracted with confidence scores, and a plain-English explanation of why it scored the risk the way it did — so review is a decision, not a re-read.
Human Approval Gate
A licensed reviewer approves, edits, rejects, or escalates every AI reply. High-risk work always requires a person. Nothing reaches an insured without a human on it.
AI Voice Front Desk
An AI assistant answers the phone around the clock, routes claims straight to a live agent, and turns routine calls into structured requests that land in the same queue as email.
Grounded Knowledge Base
Answers are drawn only from your own procedures and carrier guides, always cited. When a question isn't supported by your material, the AI declines instead of guessing.
Governance & Audit
Tenant isolation enforced in the database with row-level security, encryption in transit and at rest, immutable audit events, kill switches, schema-validated AI output, and per-tenant retention and right-to-erasure controls.
Deployment Process
Capture Every Channel
Email, voicemail, and document uploads flow into one queue. The AI voice assistant answers the phone and turns calls into structured requests alongside everything else.
Triage and Draft
Every request is classified by type and scored by risk. Routine work is drafted instantly with cited sources and extracted fields; high-risk claims are flagged for a licensed agent.
Review, Send, Audit
Your team sees the draft, the extracted fields, and the risk rationale, then edits, approves, rejects, or escalates. Approved replies go out and every step is written to an append-only audit trail.
Pilot Pricing, Scoped to Your Agency
AgencyPilot is offered today through a white-glove pilot program: we set up your channels, tune the workflows with your team, and agree on pricing that fits your agency's size and volume. No published tiers, no self-serve checkout.
White-glove pilot
Channel setup · workflow tuning with your team · pricing agreed up front
Connects to Your Existing Stack
AgencyPilot AI plugs into the platforms you already run.
Common Questions
Does the AI ever send a reply on its own?
No. Every AI reply passes through a human approval gate, and high-risk work always requires a licensed reviewer. The AI drafts and explains; a person decides.
How do you keep it from inventing coverage answers?
Answers are grounded strictly in your own procedures and carrier guides, and every answer is cited. If the material doesn't support an answer, the AI declines rather than guessing, and malformed or unsupported model output is rejected by schema validation instead of passed along.
How is agency data isolated?
Tenant isolation is enforced in the database with row-level security, so there is no cross-tenant access. Data is encrypted in transit and at rest, sensitive values are redacted from logs, and uploads are size-capped, content-verified, malware-scanned, and quarantined on any detection.
Can we prove what the AI did?
Yes. Every AI output is traced to its model, prompt version, inputs, and sources, and every step is recorded as an immutable audit event. Kill switches and analytics run off the same real activity data.
What does it cost?
AgencyPilot is offered today through a white-glove pilot program: we set up your channels, tune the workflows with your team, and agree on pilot pricing that fits your agency's size and volume. There are no published tiers and no self-serve checkout — just a conversation.
See AgencyPilot AI Running Live
We will show you AgencyPilot AI processing real data in a live demo. No slides. No pitch deck. Just the system running.
See It Run