Industries / Insurance carriers and agencies
Work every renewal 120 days out, not 10.
Agencies and carriers lose hours to the same paperwork on every policy: keying submissions, comparing quotes, issuing certificates, chasing renewals. The AI does that work. Your producers and account managers stay with the client.
In plain terms
Think of a CSR who keys every submission the day it arrives, shops it across your carriers, and starts every renewal months early.
Your week
What eats your team's week.
Today, by hand
- Re-keying applications and ACORD forms into carrier portals
- Comparing carrier quotes side by side
- Issuing certificates of insurance the same day they are asked for
- Renewals worked at the last minute
- First notice of loss calls and the paperwork after
What AI takes on
- Submissions read and keyed into each carrier's portal
- Quotes compared in one side-by-side summary
- Certificates of insurance issued on request
- Renewals prepared well ahead of the date
- Standard claims checked against the policy, reserve drafted, an adjuster approving
Who signs offProducers own the client. An adjuster approves every claim decision.
The first two weeks
We measure before we build.
- Hours from submission to quote
- Certificates issued per day, and turnaround
- Renewals worked more than 60 days out
- Retention at renewal
Money and advice
Close to your line of work.
- Accounting and tax firmsClient document chasing, bookkeeping prep, reconciliations, tax organizers.
- Capital advisory firmsBuyer lists, teasers and CIM first drafts, data room upkeep, deal follow-up.
- Wealth management firmsMeeting prep, new-account paperwork, transfers, CRM notes, client reviews.
- Mortgage lenders and brokersDocument collection, conditions, verifications, borrower updates.
- Business lenders and loan brokersPrequalification, application packages, compliance, lead follow-up.
Questions
What owners ask first.
Will this replace my staff?
It takes over the repetitive part of their week: the forms, the follow-up, the matching and the reports. Most owners use that time to serve more customers without hiring at the same pace. Who you employ stays your decision.
Is our data safe?
Before any work starts, a written agreement says what we can access and who can see it. Every step the AI takes is logged.
How long before something is running?
The assessment takes about two weeks. The first tasks then run inside your real work within six to eight weeks, and halfway through you decide whether to continue.
What does it cost?
It depends on the work. The assessment is a fixed fee agreed before we start. After that you choose a fixed price for a build, a monthly retainer, or paying us from the extra profit.
Do we have to change our software?
Usually not. We work with the systems insurance carriers and agencies already use.
What if the AI gets something wrong?
Anything that goes to a customer, a regulator or your books is checked by a person first, and every step is logged so a mistake can be traced and fixed.
Show us where the hours go.
Tell us what your team spends the most time on. In two weeks we measure it and show you what AI can take off their plate, in your numbers.
info@16x9.ai