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Coming soon

AI agents that work your book of business

Autonomous assistants for leads, clients, policies, claims and renewals that surface the next-best action and act on your approval.

🎉 You're on the list — we'll email you the moment AI Agents go live.

No spam. Just one email when it launches.

Meet the team

Five agents, one team

Each agent owns a part of your workflow, watches for what matters and proposes the next move.

🎯

Lead AI

Scores & nurtures leads, drafts follow-ups so no opportunity goes cold.

👥

Client AI

Spots cross-sell & retention opportunities across your whole book.

📋

Policy AI

Flags gaps, upcoming actions & anomalies before they become problems.

🛡️

Claims AI

Guides claims & chases documents to keep settlements moving.

🔄

Renewal AI

Predicts lapses & schedules outreach so more clients renew on time.

Capabilities

What every agent brings

🧠

Next-best action

Continuously surfaces the single most valuable thing to do next.

Acts on approval

Nothing happens without your sign-off — you stay firmly in control.

✍️

Drafts messages

Writes ready-to-send WhatsApp, email and push notifications (web/mobile) in your voice.

🔔

Proactive alerts

Watches your book around the clock and flags what needs attention.

📈

Learns your book

Improves its suggestions from your decisions and outcomes over time.

🔐

Secure & auditable

Every action is permissioned and logged, so nothing is a black box.

How it works

How an agent works

1

Observe

The agent monitors your leads, clients and policies for signals worth acting on.

2

Recommend

It proposes a clear next-best action, complete with a drafted message or task.

3

Act on approval

You review and approve — the agent then carries the action out for you.

4

Learn

It learns from your choices and results to make sharper suggestions next time.

What's next

On our roadmap

Research & design — complete

We defined the five agents, mapped the actions they take and designed an approval-first workflow.

In development — now

We're building the agent engine, next-best-action models and the safe, permissioned action layer.

Put five AI agents on your book

Join the waitlist and we'll invite you to the private beta before anyone else.