AI consulting for insurance brokers.
Brokerages run on AMS workflows that pre-date AI. The leverage is in the seams — quote intake, renewal prep, COI generation — not the AMS itself.
The work insurance brokers run by hand.
These are the operations we've seen compress the most when insurance brokers hand them to a well-built AI workflow — measured against the actual hours your team spends, not a vendor demo.
- 01
Quote intake and carrier submission across multiple markets
- 02
Renewal prep, summary-of-insurance updates, and proposal drafts
- 03
Certificate of insurance (COI) generation and tracking
What we typically ship.
Real workflows we've built for insurance brokers. The right starting point for your team will be one of these — or a remix.
- 01
Quote-intake agent
Takes inbound quote requests via form or voice, captures the structured data your markets need (ACORD-style), pre-fills the submission packet, and flags missing info before it hits a CSR's desk.
- 02
Renewal-prep assistant
Reads expiring policies, drafts the renewal summary, identifies coverage gaps and rate changes, and produces a renewal-meeting packet your producer can actually use.
- 03
COI agent
Generates and emails certificates for client requests against your AMS, tracks holders, and handles change requests without a CSR touching the COI tool.
Discovery → Pilot → Production.
Every engagement starts with a one-week sprint — audit, ADR, and a written go / no-go on the operation you want to hand to AI. Roughly one in four pilots gets killed at that step; that's the point.
If we move to a build, you ship a single end-to-end agent on real data inside three to six weeks. We hand off repo, prompts, and runbook. Retainers exist for care and growth — never for lock-in.
see engagement model →Questions insurance brokers ask us.
If something you're chewing on isn't here, send it to team@phaselink.ai — partner-written reply within one business day.
- Does this work with AMS360, EPIC, HawkSoft, Applied?
- Yes — AMS360 and EPIC are our most-shipped; HawkSoft and Applied Epic we integrate via their APIs or middleware (Vertafore Bridge, etc.). We work around the AMS, not against it.
- E&O exposure — what happens if the AI gets coverage wrong?
- We don't ship AI that binds, quotes a price, or speaks to coverage substance without a licensed producer in the approval loop. AI prepares; licensed humans decide and sign. E&O posture stays where your carrier needs it.
- Can AI help with commission accounting and reconciliation?
- Yes — commission statement parsing and reconciliation against AMS records is a clean AI win. We've shipped it for brokerages doing $20M–$200M GWP. ROI usually shows up in finance, not sales.
Send us your most expensive operation.
We'll have an audit on your desk in five days.
One PDF. No deck. No obligation. We'll tell you whether AI is the right answer for it — and if it is, we'll quote the build the same week.