RESEARCH · INSURANCE

Research Agents for Insurance: gather, summarize and cite what you need to know.

Research Agents set up for insurance, connected to your tools and run by your rules. Rent the ready-made version and go live within hours, or get a custom build live in 5 business days.

SEE IT WORK

LiveResearchInsurance · example
Research
ReportFilingNewsNotes
  1. QuestionSomeone needs an answer from the data
  2. AgentSearch across sources
  3. In your toolsSummarize with citations
  4. DoneCompile briefings

THE PROBLEM IN INSURANCE

Teams in insurance lose hours and revenue to work that research agents can handle. We build the agent around your process, so your people spend their time on the work that needs a human.

WHAT IT DOES FOR INSURANCE

  • Search across sources
  • Summarize with citations
  • Compile briefings
  • Monitor topics over time
  • Extract structured data
  • Deliver to your tools

WORKS WITH YOUR STACK

  • Salesforce
  • Twilio
Quotes back in hours instead of days, and 25% more policies bound
typical result in insurance
CUSTOM
Built around your workflow

Connected to your systems and set up for your compliance rules. Live in 5 business days.

Book a meeting with us now
READY MADE
Rent it today

The proven version, live within hours, with a 30-day money-back guarantee.

Get the agent now

Questions

How fast can it go live?

The ready-made agent goes live within hours. A custom build for your workflow goes live in 5 business days.

Does it fit our tools?

Yes. It connects to tools like Salesforce and Twilio, and to anything else through a secure API.

Is our data handled properly?

Data is encrypted and every action the agent takes is logged. Compliance status: compliant.

RELATED

What teams in insurance say

★★★★★
“If you're on the fence, book the call. We were live within the week, and our analysts got back 12 hours a week each. My only regret is that we waited a year to do it.”
Agency OwnerBoston Independent Insurance Agency
★★★★★
“Nobody owned quote intake, so it happened whenever someone had a gap, which meant it often didn't. The agent owns it now. Meetings booked went from 14 a month to 41. Next up is claims triage.”
Office ManagerTampa Commercial Insurance Broker
★★★★★
“We tried building this ourselves and gave up after three months. They had the research agent running inside our own tools in days. Since then we cover three times as many accounts with the same team, and any change we ask for is done that week.”
Head of OperationsSacramento Family-Run Insurance Agency