Conviction

Insurance Services Autopilot

An autonomous agent that processes claims, manages renewals, and assembles underwriting packages so your agency operates faster without sacrificing accuracy. 50-60% of insurance workflows run autonomously.

Speed on the routine, expertise on the exceptions

The agent handles FNOL intake, underwriting data collection, renewal management, and policy comparison reports with full autonomy. Higher-judgment tasks like claims adjustment drafts, coverage gap analysis, and underwriting risk summaries are prepared for specialist review.

Every decision and communication is logged for E&O protection. Your underwriters and adjusters maintain authority over material judgments while the agent handles the volume.

FNOL Intake
Running
UW Data Collection
Running
Renewal Management
Running
Policy Comparison
Running
Claims Adjustment
Awaiting Review
Coverage Gap Analysis
Awaiting Review

Performance

US agency / brokerage services
$100B+
Tasks automated
60%
Faster submission cycles
3×
Audit trail coverage
100%

Capabilities

Purpose-built for the insurance lifecycle

From multi-carrier connectivity to full claims lifecycle tracking, every capability is designed for the complexity of insurance operations.

1

Multi-carrier connectivity

Integrates with carrier portals, rating engines, and management systems for seamless data flow.

2

Claims lifecycle tracking

Monitors every claim from FNOL to settlement with status updates, document requests, and deadline alerts.

3

Regulatory compliance

Enforces state-specific filing requirements, disclosure rules, and surplus lines obligations.

Outcomes

What we deliver

Every line below is an outcome the platform handles end-to-end. Continuous, recurring, or per-event — with the pricing model already mapped.

Continuous

4

  • COI issuance ops

    Subscription

  • Producer licensing tracker (state, CE)

    Subscription

  • E&O / surplus-lines compliance tracker

    Subscription

  • Book-of-business analytics

    Monthly

Recurring

3

  • Renewal prep packages

    Per-policy

  • Loss-run analysis

    Per-account

  • Coverage gap analysis (memo to agency)

    Per-account

Per-event

7

  • Submission packaging for carrier markets

    Per-submission

  • Quote comparison spreadsheets

    Per-event

  • ACORD form preparation (25, 125, 126)

    Per-form

  • Endorsement processing

    Per-endorsement

  • Claim FNOL intake & routing

    Per-claim

  • Premium audit response prep

    Per-event

  • Carrier appointment / onboarding

    Per-carrier

Process claims in hours, not weeks.

Deploy the Insurance Autopilot and give your agency the throughput of a team twice its size.

Book a demo