Built for independent P&C agencies
Intelligence rooted in reality.
We lift up insurance brokers and agencies by doing the work that takes their time and money away from the people they serve.
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.
The agency skills, agents, and memory you'd otherwise have to build yourself
The fleet for the independent P&C agency.
ROI multiplier
11x–23x
Per seat
$199 → $99
Integrations planned
6
The short answer
What is agentplain for insurance brokerages?
agentplain for insurance is a managed AI service partnership for independent P&C agencies. A service team installs a fleet that generates certificates of insurance, coordinates renewals, drafts claims-status outreach, reconciles commissions, and tracks carrier appetite — working inside Outlook, OneDrive, and DocuSign. The producer reviews every customer-facing draft before it leaves the agency; the fleet drafts and proposes but never sends on its own.
A day in the life
What the fleet drafts before you open the laptop.
Renewal week. 47 commercial accounts hit their 60-day renewal window on Monday.
Today
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.
With agentplain
Once the agency'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 the producer's declarations and pricing inputs.
Outcome
Three days of work compresses to one morning of review. The producer handles relationships; once the rater is connected, the fleet handles the rerating.
Jobs to be done
The recurring work, role by role.
Agency principal
| Job | When | Today | With agentplain |
|---|---|---|---|
| Know what the fleet handled across your producers yesterday | Morning open | Walk producer desks, ask the CSR lead | Workspace overview — per-producer activity, COI throughput, renewals due in next 14 days |
| Triage a carrier-portal change that affects appetite this week | Within hours of the bulletin landing | Tribal knowledge — whichever producer reads broker bulletins | Carrier-intel agent posts the weekly pulse + flags appetite shifts on accounts in-flight |
| Reconcile direct-bill statements against the AMS | Monthly | Line-match each carrier statement against the AMS by hand — 6–10 hours a month, and mistakes still accrue | Books agent drafts the reconciliation; principal signs |
| Approve a producer commission split exception | Ad hoc, end-of-month | Spreadsheet trail, email chain | Commission agent shows the draft split + the split-rule lineage; one-click approve |
Producer
| Job | When | Today | With agentplain |
|---|---|---|---|
| Prep a renewal proposal 60/30/15 days out | Continuous calendar | Pull declarations from AMS by hand; compare against current quote | Renewal coordinator drafts the proposal, flags coverage gaps, schedules your call |
| Issue a COI request | Inbound, all day | Look up the policy, navigate the carrier portal, merge the ACORD 25 by hand — ~30% of the CSR's day | COI agent reads the request, drafts the certificate against the producer's policy reference, routes for one-click issue |
| Triage a claim FNOL or status request | Inbound, urgent | Reactive — depends on who sees it first | Inbound agent triages, attaches policy context, routes to the right desk within minutes |
Account manager
| Job | When | Today | With agentplain |
|---|---|---|---|
| Service mid-market commercial accounts between renewals | Continuous, account-book of 50–150 accounts | Reactive — phone calls and email pile up; renewal-prep crowds out service work | Service agent drafts policy-change confirmations, endorsement requests to carriers, and insured-facing summaries — AM signs and sends |
| Process endorsements and mid-term changes | Inbound, daily | Re-key request into the AMS + each affected carrier portal | Endorsement agent reads the insured's request, drafts the AMS update and the carrier-portal submission in parallel; AM reviews exceptions |
| Maintain account-level loss-run records | Pre-renewal (90 days out) and on claim activity | Request loss runs from each carrier, paste into spreadsheet, re-share with insured | Loss-run agent requests, normalizes, and drafts the insured-facing loss-history summary across all carriers on the account |
| Cross-sell on a renewal touch | Renewal-window driven | Producer-led, ad hoc, often skipped under load | Renewal agent surfaces coverage-gap candidates with policy-line evidence; AM and producer decide which to raise |
CSR
| Job | When | Today | With agentplain |
|---|---|---|---|
| Generate certificates of insurance against requestor specs | All day, every day | Manual lookup + carrier-portal navigation + Word merge | COI agent drafts ~80% to one-click-issue; CSR moves to the exceptions |
| Push claim status updates to insureds | When the carrier moves on a claim | Reactive, batched | Claims agent drafts the status update; CSR reviews and sends |
| Process billing inquiries and direct-bill discrepancies | 1st–10th of every month | Pull the bill, compare carrier vs. AMS, draft the insured response | Billing agent reconciles the carrier-bill vs. AMS-bill, drafts the insured-facing explanation citing the discrepancy line |
ROI math
The arithmetic. Audit it.
Headline multiplier
11x–23x
Illustrative; your numbers will vary with the hours you reclaim.
- Subscription cost
- Regular tier · $199 per seat (solo), sliding to $99 per seat (50–99 seats) — 7-day free trial, card at signup
- Value delivered
- $27,000 / yr per CSR seat saved
- The math
- 1 CSR @ $52k all-in × 30% of day on COIs (per b2b_vertical_opportunity_analysis_2026-04-27.md §3.2) = $15,600/yr in COI labor alone. Add renewal-prep reclamation (~$11,400/yr) and the per-CSR value is ~$27k/yr (~$2,250/mo) returned. Solo case: against the Regular-tier solo seat ($199/mo) = ~11x ROI. At-scale case: same per-CSR value against the 50-seat-band price ($99/mo) = ~23x. Multi-CSR agencies typically see the at-scale economics.
The downside it removes
The other half of ROI: the violation that never sends.
Claims and policy correspondence falls under each state's adoption of the NAIC Unfair Claims Settlement Practices Act (Model Law 900) — penalties run from $1,000 to as much as $25,000 per violation, up to suspension or revocation of the insurer's license, and replacement-cost mis-statements draw their own state market-conduct fines. A tool that auto-sends a CSR's claim update can commit an unfair-claims violation in a single message; agentplain's fleet drafts the update and a licensed human approves it before it leaves, keeping the per-violation exposure off the books. That downside the approval gate removes is value the 11x–23x hours math never captures — and an auto-send competitor cannot promise to dodge it.
What agentplain does, and doesn't
Replace. Integrate. Augment.
Replace
Work the fleet takes off your desk entirely.
- ~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
Integrate
Customer-system tools agentplain reads from and writes to.
- Outlook (per-producer OAuth — email + calendar)
- OneDrive (working files + policy declarations)
- DocuSign (COI delivery + endorsement signatures)
Augment
Work the human still owns — the agent drafts, you 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
Pricing
Regular · per-seat, $199 solo, sliding to $99 at 50+ seats
Solo (1 seat)
$199
per seat / mo
2–9 seats
$179
per seat / mo
10–24 seats
$149
per seat / mo
25–49 seats
$119
per seat / mo
50–99 seats
$99
per seat / mo
Need higher-intensity service, multi-state ops, white-label, or a dedicated team? Step up to Max → · Need a capability we don't ship yet? Build with us on /custom →
Integrations
What's live, what's ready, and what's coming.
Live
Email + calendar
Outlook + M365 Graph
Ready to connect
The adapter is built and tested. Connecting your account turns it on — no new engineering, just your credential.
AMS
EZLynx
Reads the policy behind the certificate-of-insurance request loop. Connecting your EZLynx credential turns it on.
Planned · Q3 2026
AMS
Applied Epic
AMS
AMS360
AMS
HawkSoft
Comparative rater
Vertafore PL Rating
Retention
AgencyZoom
Carrier
Top-12 carrier portals
Sync-diff alone is a subtest. Integration-acceptance means the agent completes the full functional value loop — read, categorize, coordinate, schedule, draft — end-to-end on a real customer system.
Questions worth asking
agentplain for insurance brokerages — the honest version.
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?
Insurance is recommended at the Regular tier — $199 per seat per month for a solo producer, sliding to $99 per seat at 50+ seats. Every tier is per seat, month-to-month, with the first month free, and you can cancel anytime.
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.
Start free
Run your insurance brokerages practice on the fleet.
7-day free trial, card at signup. Month-to-month from day one — no annual contract, no auto-renew. The fleet drafts; you decide what ships. Cancel anytime from your billing settings. Need more depth than the tiers cover plug-and-play? We scope per customer — build with us.