Insurflow deploys autonomous AI agents that monitor renewals, generate certificates, reach out to clients, and handle intake — 24/7, without you lifting a finger.
Tracks every policy renewal date, surfaces risk 90 days out, drafts and sends outreach, updates your AMS automatically.
Instant COI generation on request. Auto-fills carrier forms, sends to insured, archives in your system.
Qualifies inbound prospects, collects documents, schedules appointments, never misses a lead — even at 2am.
Renewal chases. COI requests. New prospect intake. Follow-up emails. These are high-value conversations that slip through the cracks — not because brokers don't care, but because there's never enough time in the day.
Insurflow changes that. The agents work around the clock, handling the work that generates revenue but doesn't require a human touch.
Average retention improvement when renewal outreach is automated and timely
Per month saved on COI processing and document handling alone
More prospects contacted in the first 24 hours vs manual follow-up
Additional headcount to run a $5M book profitably
The brokers who win in 2026 aren't the ones with the most staff. They're the ones with the most intelligence running their operations.