NPS
Not a Feature.
The Operating
Layer.
Every action inside InsuredMine runs through intelligence – not just the parts with an AI badge on them. Eight systems doing the work today. One agentic orchestration layer, ChatKit, coordinating them next.
Nothing Slips Through
No lead goes cold after hours. The phone rings Saturday at 9 PM. IVA answers, books the appointment, and logs it — the lead is already in your pipeline before Monday.
Nothing sits forgotten in an inbox. A client replies to a renewal email Friday afternoon. It is flagged on the Pipeline card, the Contact, and the Account before anyone opens their inbox again.
Know What Matters Before You Open the File
Policy History
Walk into every call already knowing the account
Recent Activity
Latest logged activity pulled the moment the call is logged
Relationship Trending
A read on how the relationship is trending
Know Where to Spend the Hour
Know where to spend the hour, not guess. Deal-health highlights and next-step flags across the whole pipeline, so the one deal that needs attention does not get buried under the eleven that do not. ChatKit can turn a flagged deal straight into an assigned task.
Spot the Next Sale Before Your Competitor Does
Every account in the book scored for the next-best policy — not just the ones somebody happened to review this week. ChatKit can turn a scored opportunity into a dealcard, ready to work.
Your AI. Your Data. Connected.
Ask your book a question. Get an answer, not a report. Bring the AI you already trust – Claude, Copilot, GPT, Gemini, or your own. MCP surfaces what is actually happening in the book: a policy expiring with no recent contact, a cross-sell nobody has flagged, or activity buried in the account history. From there, an agent – or ChatKit – picks it up.
95%
Accuracy rate on policy queries
Claude
Anthropic
5,000+
Agents deployed across books
Copilot
Microsoft
1,200+
Data signals connected per book
Connected Intelligence
MCP + AI platforms
MCP connected our AI to our book of business in days. Now we get answers, not reports – and our team can act on what matters before it becomes a problem.
Maya Patel
Operations Lead, Commercial Lines
250+
Data points surfaced per query
GPT-4o
OpenAI
∞
Bring your own model
Your AI
Custom LLM
Turns Into Action, Not Just an Insight
Draft it in seconds, understand it in one line. An on-brand renewal email, pre-filled with real policy details, drafted before you would have finished opening the client file.
It’s 4:45 PM on a Friday and a renewal is due Monday. You open the file and InsuredMine AI drafts a personalized email in seconds—complete with the client’s name, policy details, and premium changes. You review, send, and head home knowing the client is covered.
You return from vacation to 127 unread messages on one account. InsuredMine AI distills the noise into three clear action items with deadlines—what’s approved, what’s blocked, and what needs your attention first. You catch up in minutes, not hours.
Tell InsuredMine the Outcome
Eight systems, each doing real work on their own. ChatKit is the agentic orchestration layer arriving next – instead of checking Pipeline Summarization, cross-referencing Cross-Sell Predictions, asking MCP a question, and creating the tasks yourself, you say what you want done, and it coordinates the systems above to do it.
Run a campaign on this lead list and show me the analytics in two days.
Build a renewal pipeline with full automation.
The End-to-End Orchestration Loop
Here is what that looks like end to end: IVA picks up a missed call and the context behind it. ChatKit books the appointment, creates the follow-up task, and drafts the email that should go out next. For something routine – a quote confirmation, a document request – it can send on its own. For anything with a personal edge – a birthday note, a check-in after a hard renewal conversation – it drafts and waits.
Expect Outcomes, Not More Management
Every action traces back to where it came from and what it is for – nothing here is a black box. And it all runs inside the controls you already have: turn any piece off, fine-tune what it is allowed to do, adjust access at the CRM level. It is not a new feature. It is a shift from managing a system to expecting an outcome.
Ask. Automate. Stay in Control.
AI built directly into the insurance workflow – helping your team find answers, automate work, and make decisions without compromising control of client data.
Ask It a Real Question
Find all commercial accounts renewed for five years without cyber coverage.
Which customers have gone quiet before their renewal?
Which producers need coaching this week?
How many calls did we miss after hours last month?
AI at Work
Real-world automation operating inside the insurance workflow.
AI VOICE AGENT ACTIVE
AI created a task for you – Follow up on auto policy renewal quote – Sarah Mitchell, due today 3:00 PM.
CALL SUMMARIES
Incoming
Sarah Mitchell called about auto policy renewal. Requested quote comparison. Task created.
Outgoing
ACCOUNT BRIEF
Summary regenerated today. Sentiment: Positive. Two active policies, no lapses in three years.
Example workflow shown for illustration.
On AI & Client Data
Security, transparency, and agent-controlled decision frameworks.
We are cautious about AI and client data.
AI features operate inside the agency’s CRM and existing security posture. InsuredMine is SOC 2 Type II certified.
Is this just a chatbot?
Each system is purpose-built for a specific insurance workflow – not a generic assistant bolted on top.
Does AI act on its own?
Actions remain transparent and traceable, with control over how and when AI operates.
See What Your Book Already Knows
Deploy the intelligence layer built for modern insurance agencies. No migration blocks, pure system action.
- SOC 2 Type II Certified
- Two-Way AMS Sync
- No Migration Required
