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Quote intake agent
Web or call intake captures applicant data, pre-fills carrier portals, and routes to the right producer. Quote turnaround goes from days to hours.
Four patterns we hear from insurance agencies on every diagnostic call. None of them get fixed by hiring. All of them get fixed by writing the implicit rules down and letting AI carry the rote work.
Web or call intake captures applicant data, pre-fills carrier portals, and routes to the right producer. Quote turnaround goes from days to hours.
Self-serve COI portal for clients. Pulls policy data, applies your COI rules, generates the certificate, and emails it. CSRs stop being the bottleneck.
90/60/30-day workflows per book. Drafted outreach grounded in the policy history. Producers see a queue of renewals, not a calendar surprise.
Current vs proposed coverage with limits, exclusions, and price diff in your firm's template. Producer reviews and sends.
Auto-fetched claims status with proactive client comms. Clients stop calling for "any update?" because the answer is already in their inbox.
Inbound leads scored and routed to commercial, personal, life, or health based on signals. The right producer sees the lead first.
Auto-only client → home cross-sell prompt. Home client → umbrella prompt. Drafted, scheduled, owned by the producer.
| # | Manual today | With Scooper |
|---|---|---|
| /01 | Quote turnaround time loses deals | Quote intake agent |
| /02 | COIs are produced one by one on demand | COI generator on demand |
| /03 | Renewals slip without proactive outreach | Renewal opportunity detector |
| /04 | Policy comparison is a manual spreadsheet job | Policy comparison generator |
We do not migrate you off your software. We build a layer on top.
“Quote turnaround drops from days to hours. COIs go from 15 minutes to 30 seconds. Renewal retention climbs because the outreach actually happens.”
15-min discovery → two-week paid diagnostic. Operator interviews, workflow shadowing, and three nasty real examples worked end-to-end. By day ten you have a scope, a price, and a signed-off KPI.
Senior operators in your repo and your Slack. Code, prompts, and evals shipped in 3–6 weeks. KPI signed off in writing before we start. Miss the number, the next sprint is on us.
Two rounds of post-launch tuning. Then your team owns it. We hand over the code, the eval harness, the runbook, and the SOPs. No retainer required. No vendor lock-in.
Anonymized · numbers from the books
A regional P&C agency writing $40M in premium had 14 producers and a six-person service team. Diagnostic showed 38% of service-team time was COIs and renewal admin. We shipped the COI portal first, then renewals. Three months later: COIs self-serve at 84%, renewal retention up six points, two service hires deferred.
We will tell you in 15 minutes whether AI fits your bottleneck. If it does, we will scope a two-week paid diagnostic. If it does not, we will tell you that too.