AI Team Assistant for Insurance Agencies. Your staff ask the AI, not the busiest CSR.
AI Team Assistant answers your own staff from internal knowledge clients never see: which carriers write which classes, who owns which commercial account, how to build a certificate in your agency system, the escalation rule for a claim complaint, the carrier contacts for underwriting. Every answer shows its source, so new people learn where things are filed.
TRY AI TEAM ASSISTANT FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Load our carrier appetite notes and procedures manual for staff only.”
Lisa“Done: carrier appetite notes and the procedures manual are loaded as internal knowledge, visible to staff and never to clients.”
Any setting, in any module · applied only on your yes
How Insurance Agencies use it
A CSR asks which of your carriers writes artisan contractors in two states and gets the appetite note with its source.
A new account manager asks how the agency handles a broker-of-record letter and reads the internal procedure, step by step.
A producer on the road asks who services the dental group account and gets the name and the account notes.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- An internal assistant for your staff, procedures, prices, policies
- Internal-only knowledge, kept out of everything customers see
- Answers with the source, so people learn where things are
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI Team Assistant does, for every business ›
Works withAI File CabinetLisa, your AI assistant
Questions & answers
AI Team Assistant for Insurance Agencies: questions & answers
Can an AI assistant answer agency staff questions about carrier appetite?
Yes, from the appetite notes and guides you load. A CSR asks in plain words which carrier takes a given class in a given state, and the answer comes with its source, so the CSR can check the guide before approaching the carrier.
Is internal agency knowledge kept away from clients?
Yes. Internal-only knowledge is used for your staff and never shown on the phone, chat, e-mail or website. Commission notes and internal procedures stay inside the team.
Does the team assistant replace asking the principal?
For routine questions, yes: where a form lives, how a procedure works, who owns an account. Judgment calls on coverage, claims and binding still go to your licensed people.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Insurance Agencies ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
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Try it free on your own business — no credit card, per company, never per seat.
Or call +1 (954) 736-3939 — the AI answers.