AgentStation For insurance agencies

The desk for AI and human agents to get things done.

Your licensed team and AI agents work side by side in your AMS, email and carrier sites. AI does the copying, filling and checking. Your agents make the calls and sign off.

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macOS Windows Installs in 2 minutes
EZLynx · Alvarez Landscaping
ClientsPoliciesActivitiesReportsSearch clients, policies
OverviewVehiclesDriversCoveragesDocumentsNotes

Add vehicle

Policy CA-482910 · Progressive Commercial · 2 vehicles on file
2-minute installA small desktop app. No IT project.
Works with your AMSEZLynx, Applied Epic, AMS360, HawkSoft and more.
No expensive setupNo integrations, no scripts, nothing new to learn.
You sign offNothing goes to a carrier or client without you.
Applied EpicAMS360QQCatalystEZLynxHawkSoftNowCerts

A 46-minute endorsement on a policy that pays $200 in commission?

A licensed CSR's morning, today: one driver add, interrupted by one payment call. The same details typed into EZLynx, Progressive and an email, and six new leads still waiting.

46 minon two service items
31switches between apps
22fields typed by hand
3client files in personal AI
1typo nobody caught
0leads called before 9:30

Example morning for a licensed CSR

Outlook

A client asks to add her 16-year-old daughter to the auto policy.

EZLynx

Find the household, the Progressive policy and the vehicles. Switch

Progressive

Start the driver add. Retype everything from a license photo. Re-keying

ChatGPT, personal

Screenshot the carrier page to ask about the good student discount. Client data risk

RingCentral

Phone rings: a client paying his home renewal. The driver add is left half done. Switch

Notebook

Call notes on paper. They never make it into EZLynx. Lost

Progressive

Session timed out. Enter the driver add again. Re-keying

AgencyZoom

Six new leads, still uncalled. Next free slot: after lunch. Lost

Four ways it helps on every task.

You stay in charge. AgentStation does the parts that don't need your license.

01

Ask

Answers about the screen in front of you.

Carrier rules, in context"Does Progressive need photos for a 2024 truck?" Answered from the carrier's guide, with the page.
No personal ChatGPTAsk inside the work. Client data stays in the agency.
Learn new linesCommercial auto, BOP, workers comp: the why behind each step.
02

Guide

Your agency's steps, one at a time, inside the work.

The next step, always in viewDo it yourself, or click "Show me".
One right wayNo hunting through three SOPs that disagree.
Pick up where you left offA call interrupts? The task waits, step by step.
03

Hand off

It does the routine steps in its own windows. Your screen stays yours.

No more re-keyingPolicy data from the AMS into the carrier form, filled for you.
Emails in your voiceClient replies drafted, ID cards and documents attached.
Notes written for youWhat changed, who asked and when, saved to the AMS.
04

Check

A second pair of eyes on every field.

Against the sourceVINs, zips, premiums and dates checked against the email, the AMS and the carrier.
Missed stepsFlagged before the task closes, not when the client calls.
You sign offNothing goes out until you approve it.

The same morning, with AgentStation.

Three moments from a licensed CSR's day.

8:41 · The request

It spots the work before you open it

A driver add lands in your inbox. AgentStation reads the license, pulls the policy from EZLynx and offers to start.

Looks like a driver addInbox
Add Sofia (16) to the Ruiz auto policy at Progressive. Want help?
8:53 · The phone rings

Take the call. The work keeps going.

It finishes the carrier steps in its own window and shows you who's calling, their policy and the last note.

Calling: home clientCaller ID matches
PolicyTravelers HO-3
Renewal$2,384 due Nov 12
Last noteAsked about wind mitigation
Call noteSaved to EZLynx ✓
9:05 · Sign off

Approve, send, back to selling

Review the change, submit. The client email is drafted in your voice. Then it points you to the best use of your time.

Driver add readySign-off
Your time9 min, not 35
Typos caught1
Next best call: umbrella for this household. Teen driver, two cars, no umbrella on file.

More time where your commission is.

One driver add and one payment call, before and after.

Example estimates for a licensed CSR

~10 h a week

back for selling, cross-sell and learning commercial lines. About 30 minutes before 9:30 on a normal morning.

  • Fewer fields typed, fewer typos
  • Leads called the same morning
  • Credit for every task you finish
  • No more "did you do this?" pings

It works for you. It doesn't watch you.

AgentStation learns how tasks get done so it can do them with you. You see exactly what it captures on day one, and nobody manages you by the minute.

What it sees

  • Work apps your agency choosesYour AMS, email, phones, carrier sites and raters.
    Yes
  • Which screen, and how longSo it knows which task you're on.
    Yes
  • What was typed or pasted, and whereSo it can check fields and fill them for you.
    Yes
  • Short clips of work screensOnly to learn the steps of a task. Your manager doesn't watch them.
    Yes
  • Calls with clients and carriersOff unless your agency turns voice on.
    Agency's choice

What it never does

  • Personal apps and websitesSkipped entirely. Never recorded.
    Never
  • WebcamNot used, not requested.
    Never
  • Score you on mouse activityNo "activity %", no idle timers.
    Never
  • Show recordings to your managerManagers see finished work and results, not screen clips.
    Never
  • Train shared AI on client dataYour agency's work stays your agency's.
    Never
Told at installYou see what AgentStation captures before it starts.
Work apps onlyYour agency picks which apps count as work.
Pause when neededIf your agency allows it, one click pauses capture.
EncryptedIn transit and at rest, kept separate per agency.

Questions agents ask.

Do I have to learn a new system?

No. You keep working in EZLynx, Applied Epic, AMS360, HawkSoft or whatever your agency uses, plus your email and carrier sites. AgentStation is a panel beside them.

Will it do things without me?

It prepares the work and checks it. Nothing goes to a carrier or a client until you approve it, and your license stays on every decision.

Can it work while I'm on the phone?

Yes. It finishes routine steps in its own windows while you take the call, then hands the task back for your sign-off.

Which carriers does it work with?

Any carrier site you log into, including Progressive, Travelers, Nationwide and specialty markets. It learns each portal from how your team uses it.

What about sign-in codes and passwords?

When a carrier sends a code to your phone, AgentStation asks you for it and carries on. Logins are kept in a secure vault, never in plain text.

Is my manager watching my screen?

No. Managers see finished tasks and results, never screen clips. Personal apps and sites are never captured.

See AgentStation on your own work.

A 30-minute demo on the tasks your team does every day. We reply within one business day with times that work.

  • 30 minutes, no obligation
  • Live on your AMS and your carriers
  • Where your team's hours go, and what can come back

Please tell us a little about your agency, plus your first name, agency and a valid work email.

We only use this to set up your demo.

Got it. Thank you.

We'll reply within one business day with times for your demo.