AI Partner Portal for Insurance Carriers. Agencies apply for appointment; producers see their own requests.
AI Partner Portal handles the agencies that want to sell your products: the appointment application on your site, the AI's research on the agency's website, presence and fit before agency relations decides, and attribution of every quote request to the producer who sent it. Appointed agencies get a view of their own policyholders' requests.
TRY AI PARTNER PORTAL FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Open appointment applications on our agent site; agency relations approves each one.”
Lisa“Done: agencies can now apply for appointment on your agent site; the AI researches each applicant, and agency relations approves or declines.”
Any setting, in any module · applied only on your yes
How Insurance Carriers use it
A three-office agency applies online; the AI summarizes its website, lines and locations before your agency-relations manager reviews it.
A start-a-quote request arriving through an agency's link is credited to that agency and its producer.
An appointed agency's CSR checks the status of an endorsement request for her client without calling the agent line.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Partner and reseller application form on your site
- The AI researches the applicant, site, presence, fit, before you approve
- Referral attribution on every lead; a partner view of their own customers
Add it to any contact channel — AI Phone, AI Chat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Questions & answers
AI Partner Portal for Insurance Carriers: questions & answers
Can a carrier take agency appointment applications online with AI?
Yes. The application form sits on your agent site, the AI researches each applicant's website, presence and fit, and agency relations gets a summary to decide on. Licensing checks and the appointment itself stay with your people.
Can appointed agencies see their own policyholders' requests?
Yes. Each agency sees the requests and leads attributed to it, so its CSRs check status without calling your agent line. What an agency may see is set by your rules.
How are quote requests from agencies attributed?
Every lead carries the agency and producer that sent it, recorded on the policyholder's record. The head of distribution sees which agencies send business and which have gone quiet.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Insurance Carriers ›
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 ›
Give Lisa your website.
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Try it free on your own business — no credit card, per company, never per seat.
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