Insurance Agent Copilot
Real-time copilot for insurance agents — quoting, binding, servicing — across products.
DistributionCopilot
Insurance Agent Copilot
Polished agent demo — preview
Agent running
Agent thinking
- 1Reading inputs and pulling relevant context across systems…
- 2Building a plan: 4 steps, 2 tools, 1 human approval gate.
- 3Executing steps with progress streaming back to the user.
- 4Decision made. Drafting summary and queuing for review.
This demo is a polished preview. Book a build to see the production version.
The problem
Agents juggle multiple carrier portals and product lines. Errors and slow quoting cost business.
What the agent does
- Listens or chats with the customer and surfaces quotes across carriers
- Drafts emails and bind documentation
- Surfaces renewal opportunities and cross-sell signals
Business value
Lifts agent productivity by 40% and improves quote-to-bind rates.
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