Bob isn't one AI. It's a workforce you staff.
Every brokerage spins up a roster of named AI agents — Voice Twin, Renewal Agent, Claims Agent, Billing Agent, Compliance Agent. Each one has its own role, knowledge base, persona, and on/off switch. You manage a team, not a chatbot.
Your AI workforce, by name and by role.
Twelve agents, ready on day one.
Every brokerage onboards with a default roster: Voice Twin, Renewal Agent, Claim Vision, Claim Triage, Billing Agent, Compliance Watcher, Document Indexer, Portal Concierge, Lead Intake, Carrier Match, Outbound Renewal Caller, and Insights Briefing. Each one is a typed role with a defined input/output contract — not a generic LLM with a prompt.
Three reasons named agents beat one big chatbot.
Build your own, in an afternoon.
The Agent Wizard takes you from blank slate to working agent in five steps: name + role · knowledge base upload · tone-of-voice sample · tool selection (read facts, send email, place call, draft document) · go-live with a kill switch. Brokerages have built Marine Specialists, After-Hours Concierges, and even a Te Reo greeting bot.
The next twenty insurance brokerages will not be built on spreadsheets.
We’re onboarding ten design-partner brokerages this quarter. If your book is between 1,000 and 12,000 policies, we should talk.