AI Intelligence
Claude AI analyzes your entire book of business, finds revenue opportunities, scores agent performance, detects anomalies, and automates operations — so you can focus on growing.
AI scans your entire book and identifies 6 types of revenue leaks: expiring contracts, zero-production agents, pipeline stalls, missing premium data, cross-sell gaps, and compliance risks. Each finding shows dollar impact and links directly to the affected entity.
3 contracts expiring in 14 days
Agent James Wilson — zero production 90 days
12 policies missing premium data
Cross-sell opportunity: 8 agents single-carrier
Ask questions in plain English with real-time streaming responses. Claude queries your live database, runs what-if scenarios, creates action items, and drafts emails — all with 16 specialized tools at its disposal.
Select an agent, get an AI-generated brief with talking points, opportunities, risks, and suggested questions — all based on real data. Download as a professional PDF to bring into the meeting.
Sarah Mitchell
Score: 87 | $340K Premium | Top 12%
28
Policies
12
Contracts
+12%
Trend
Quick Take
Sarah is a strong producer trending upward. Her Prudential contract expires in 23 days — address renewal urgently to protect $124K premium. Cross-sell opportunity with Lincoln Financial...Every morning, Claude writes a concise summary of your agency performance and ElevenLabs reads it in a natural voice. Expand to read, or just listen — 45 seconds of your top highlights, risks, and wins.
Your total premium grew +3.2% this week to $2.84M.
3 contracts need attention: Prudential, Lincoln, Pacific Life expiring within 30 days.
Top performer: Sarah Mitchell closed $47K this week.
Watch list: Emily Davis dropped to Critical (score 28). Production down 22%.
Every agent scored 1-100 based on production, trend, policy count, pipeline, and carrier diversity. Classified as Star (80+), Solid (60-79), At Risk (40-59), or Critical (<40). Know who needs coaching before they leave.
Sarah Mitchell
Star · $340K
Mike Torres
Solid · $187K
Emily Davis
At Risk · $42K
Robert Chen
Critical · $12K
AI continuously monitors your data for unusual patterns: sudden production drops, unexpected policy cancellations, licensing gaps, and premium discrepancies. Alerts are severity-ranked and link to affected records.
Agent Robert Chen production dropped 78% in 30 days
Unusual spike: 12 policies cancelled at Nationwide
3 agents added same carrier contract within 48 hours
Set up trigger-action rules that run automatically. When a contract is about to expire, create an action item. When an agent score drops below 40, notify the supervisor. When premium data is missing, flag it for review.
Model the impact of losing a carrier, an agent leaving, or a contract not renewing. AI calculates affected premium, policies, and agents — giving you a full risk picture before it happens.
$1.2M
Premium Impact
47
Policies Affected
12
Agents Affected
Impact Summary
Top affected agent: Sarah Mitchell ($340K). Concentration drops from 28% to 0%. Recommend redistributing 47 policies across Lincoln and Nationwide to maintain coverage.
Real-time dashboards, book of business, scoreboard, pipeline tracking, and ROI metrics.
Learn moreLicense management, audit logs, requirements tracking, role-based access, and security.
Learn moreAgent details, policy pages, org hierarchy, global search, kanban boards, and sync.
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