Built for independent P&C agencies
The fleet for the independent P&C agency.
agentplain replaces the CSR hours spent on certificates of insurance and renewal prep, integrates with Outlook, OneDrive, and DocuSign on day one, and augments the producer's read on every renewal proposal and claims update.
Not open for insurance brokerages yet. These lists describe the service when it opens, not work running for customers today.
Comes off your plate
- ~30% of every CSR's day on certificate-of-insurance generation
- Manual renewal-proposal prep, pulling declarations, comparing quotes, drafting the memo
- Tribal-knowledge carrier appetite tracking, replaced by a weekly carrier-intel pulse
- Reactive claims-status communication, replaced by a drafted update on every carrier movement
Works inside
- Outlook + M365 GraphEmail + calendar
Planned, not connected yet: Applied Epic, AMS360, HawkSoft, Vertafore PL Rating, AgencyZoom, Top-12 carrier portals: coming next. Don't see yours? Tell us which tool.
Still yours to decide
- Producer review on every drafted renewal proposal, the agent drafts, the producer signs
- Coverage-gap analysis, flagged with citation to the declaration line, not invented
- Cross-sell prompts, surfaced with policy-level evidence, never blind
- E&O posture, every draft logged with policy context for the agency's audit trail
A night, once it opens
Monday, 8am. Dana opens the renewal board and 47 commercial accounts have all hit their 60-day window over the weekend.
The old way
Manually pull each policy in EZLynx, rerate against current carrier appetites, flag the accounts most likely to non-renew or get hit with a premium hike, draft retention outreach for each. ~3 days of producer time.
Next morning
Once Dana's EZLynx and comparative rater are connected, the fleet pulls all 47 policies, reranks the 9 highest non-renewal risks with a one-line reason each against current pricing, drafts retention notes in the agency's voice, and queues them for review; carrier-appetite mismatches are surfaced before the renewal deadline. Until the rater is connected, the fleet drafts the retention outreach from her declarations and pricing inputs.
Three days of work becomes one morning of review. Dana handles the relationships; once the rater is connected, the fleet handles the rerating.
Not open for insurance brokerages yet. Join the waitlist →
Who's working for you
A fleet built for insurance brokers and agencies, and the people who run it.
Each agent owns one job your trade actually has. A service team sets them up and keeps them tuned, so you never touch a setting. agentplain is not open for insurance brokerages yet. Agents marked when it opens start when it does; the ones marked not built yet are planned, and nothing runs them.
- Inbound TriageClassifies COI requests, claim FNOLs, and service questions and drafts the first-touch reply.○ when it opens
- Chief of StaffProposes meetings, reply drafts, and to-dos against the producer's calendar + inbox + board.○ when it opens
- COI Generator○ not built yet
- Renewal Coordinator○ not built yet
- Claims Status○ not built yet
- Endorsement Coordinator○ not built yet
- Billing Reconciler○ not built yet
- Carrier Intel○ not built yet
Your service teamPeople who set it up for your trade and change it when you ask, by email or chat.
What it's worth
No figure until agentplain opens for insurance brokerages. We publish a return only for work that runs for customers today.
No card, no charge. We write when it opens.
Questions owners ask
What work does agentplain take off a P&C agency's plate?
The recurring CSR load: generating certificates of insurance, coordinating renewals and renewal-proposal prep, drafting claims-status outreach, reconciling commission statements, and keeping carrier-appetite intel current. The fleet drafts the work and surfaces it for the producer's review, the producer makes every account decision.
Is agentplain a replacement for my AMS?
No. agentplain works inside the Outlook, OneDrive, and DocuSign you already run and replaces the manual work between them, COIs, renewal coordination, claims-status outreach. It isn't an agency-management system, and there's nothing to migrate.
How much does agentplain cost for an agency?
agentplain is not open for insurance brokerages yet, so there is nothing to buy and we take no payment. Join the waitlist and we will email you when it opens for insurance brokerages.
Does the fleet send anything to clients or carriers on its own?
No. Every draft, a COI, a renewal note, a claims-status update, lands in your approval queue as a pending item. The fleet drafts and proposes; you approve and send from inside your own email and systems. It never auto-sends, moves money, or makes commitments on your behalf.
Not open for insurance brokerages yet. Be first when it is.
Not open for insurance brokerages yet, so there is nothing to buy.