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Free assessment

Insurance Agency operations audit

Where your agency is exposed in catastrophe surge, COI bottlenecks, claims triage, renewal retention, and after-hours coverage. 7 questions, ~4 minutes — written assessment back in 1 business day.

Tell us about your operations

1.How big is your agency?
2.What lines do you write?
3.How does your team handle catastrophe surge (hurricane, hail, wildfire)?
4.How do you handle Certificate of Insurance (COI) requests?
5.How are first-notice-of-loss (FNOL) claims handled?
6.How do you handle renewal reminders + retention?
7.What happens to calls after 6 PM and weekends?

We'll send a written assessment to your email within 1 business day. No spam, no auto-enrolled drip — just the assessment and a follow-up if you want one.

What you'll get back

A concrete written assessment based on your answers — not a generic deck. Areas we cover for Insurance Agency businesses:

  • CAT surge readiness — what happens when a storm hits your book
  • COI automation drag (CSR hours per month spent on certificates)
  • Claims triage routing and FNOL response time
  • Renewal retention proactive vs. reactive
  • After-hours coverage gap (where competitors answer and you don't)

See how it actually works

What AI handles for Insurance Agency, end-to-end

78% of insurance buyers go with the first agent who picks up. A single missed call is $6K–$21K in lifetime value walking to the next number on their list. 3 min on what AI handles end-to-end.

Want to talk before submitting?

We can also do a 15-minute intro call about whether managed AI ops makes sense for your Insurance Agency business.

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