Use case 1
Renewal workflow agent
Pulls expirations, drafts renewal packets, runs comparisons, and prepares producer deliverables.
For agency owners, brokerage operators, AMs, producers
04
AI agents for independent insurance brokerages.
Modernize renewals, certificate requests, policy comparisons, and account servicing without ripping out your AMS.
01
The work that is quietly eating margin.
Renewals, certs, comparisons: handled. Producers selling, not chasing paper.
1Renewal season feels permanent
2Certificate requests pile up in the inbox
3Policy comparisons happen line by line
4Client servicing eats producer selling time
5Carrier portals are everywhere
02
The closed-loop system OpenNash builds.
Same operating pattern, tuned to Insurance workflows.
01 Intake
Capture
Read work from the tools your team already uses.
02 Reason
Decide
Classify, retrieve context, choose the workflow, and flag risk.
03 Draft
Produce
Create the response, report, memo, update, or work product.
04 Approve
Control
Route judgment-heavy or sensitive actions through human review.
05 Learn
Improve
Measure outcomes, exceptions, quality, and cycle time.
Feedback loop: every completed workflow becomes a signal for the next version.
03
High-leverage use cases.
Start where the volume, pain, and business value overlap.
Use case 2
Policy comparison copilot
Creates side-by-side coverage analysis with redline-quality output.
Use case 3
Certificate request automation
Reads the request, issues the cert from the AMS, sends it, and logs activity.
Use case 4
Claims intake routing
Captures FNOL, classifies it, and routes to the right carrier and owner.
Use case 5
Producer research agent
Creates prospect dossiers, account history, and cross-sell hooks before the call.
Use case 6
Account manager copilot
Drafts client emails, summarizes calls, updates the AMS, and surfaces next actions.
04
Before and after.
Representative outcomes depend on scope, data quality, systems, and volume.
Before
Manual drag
- Renewals slip and accounts walk
- Producers are buried in service work
- AMS data is half-populated
- Margins compressed by manual labor
to
After
AI-enabled ops
- Renewals run on rails
- Producers get back in front of clients
- AMS stays accurate automatically
- Service capacity doubles per AM
AM capacity
+2x
Representative range
Renewal prep time
-70%
Representative range
Cert turnaround
Same-hour
Representative range
Retention lift
+2-4 pts
Representative range
Next step
Modernize your brokerage workflows.
Book a 30-minute meeting or email [email protected] with the workflow that hurts, the tools involved, and what success would look like in 90 days.