AI in your service desk, checked by your team.
We learn how your service desk runs, find where AI fits and estimate the gain. Then we help you implement it, or implement it for you.
- From client email
- Add 2021 Honda CR-V, remove 2014 Camry
- Policy
- Personal auto · matched in your AMS
- Driver
- Same household, no change
- Effective
- From the email: Nov 18
Example
Applied Epic
How we work.
The same four steps for your service, or for the whole agency.
Understand
How work moves through your agency: team, AMS, and where the hours go.
→ A clear picture of your operationsFind opportunities
Where AI can take work off your team, across the business.
→ A ranked list of opportunitiesEstimate the gain
Rough hours back, capacity freed and speed gained for each one.
→ An estimate before you commitImplement
We guide your team, build it for you, or both.
→ AI running inside your systems, checked by your peopleExample use cases in service.
A starting point. What we recommend depends on how your agency runs.
Endorsement intake
Requests read, sorted and prepped for the CSR.
- Reads the client's email and attachments
- Pulls driver, vehicle or location changes
- Sets up the change for your CSR to check and submit
COI checks
Certificate requests checked against the policy.
- Reads the holder and wording requested
- Flags what the coverage doesn't support
- Drafts the certificate for approval
Client email drafts
Replies in your agency's voice.
- Answers "why did my premium go up?"
- Uses the policy and notes in your AMS
- Your CSR edits and sends
Other parts of the business: RenewalsNew businessClaimsAccounting and billingOperations and AMS
Know the gain before you build.
Every opportunity comes with a rough estimate: hours back, capacity freed, work done faster. You decide what's worth doing.
Example: 12-person agency on EZLynx, mostly personal lines
Your estimate comes from your own volumes and how long tasks take today. It's a range, not a promise.
Implementation: we guide, build, or both.
Some agencies want a plan they can run themselves. Others want us to build it. You choose, and you can change your mind.
We guide you
A plan your team can run.
- Which workflows to automate first
- The tools that fit your AMS and budget
- Rules for client data and AI
We implement
A forward-deployed engineer builds it inside your agency.
- Works in your email, AMS and documents
- One workflow at a time, tested with your team
- Your people review before anything goes out
Both
We plan it, build it and hand it over.
- One team from plan to running
- SOPs your team can run without us
- You decide how far we go
AI your E&O carrier would sign off on.
Every build follows these rules, whether your team already uses ChatGPT or not.
The risks
What we set up
The free consultation.
One video call with someone who has run agency operations. No slides, no prices.
How it runs today, in your words. Team, AMS, the work that piles up.
The tasks that eat the most hours, and what you've tried. Screen-share if it helps.
We send the 2–3 best opportunities we see, each with a rough estimate of the gain.
Questions agency owners ask.
Is the call really free?
Yes. 30 minutes, no cost and no obligation.
What do I get from the free consultation?
A 30-minute call, then a short note with the 2–3 best opportunities we see and a rough estimate of the gain for each. Yours to keep, whether you work with us or not.
How do you estimate the gain?
From your volumes and how long the work takes today. It's a range, not a promise. We firm it up before any build.
What is a forward-deployed engineer?
Someone who builds AI into your agency's own systems: your email, your AMS, your documents. They work with your team one workflow at a time and hand over each one when it runs.
Do I have to hire you to implement?
No. Many agencies only want guidance and run it themselves. Others want an engineer hands-on. Some want both.
Is our client data safe?
We build on business accounts under your agency, with written rules for what goes into AI. Your licensed staff approve the work before it reaches a client or carrier.
Which AMS do you know?
All the major ones: Applied Epic, AMS360, Sagitta, EZLynx, HawkSoft, NowCerts, QQCatalyst, Applied TAM.
Do you need access to our systems?
Not for the call. If a screen-share helps, you choose what to show. For a build, you set the access and can remove it anytime. We never ask for passwords by email.
Book a free 30-minute call.
Tell us what's going on. We reply within one business day with times that work.
- 30 minutes, free, no obligation
- Your top opportunities and a rough estimate after the call
- Straight answers from agency operators