Custom AI workflows built specifically for independent p&c agency: deep integrations with the AMS360 stack, financial services-grade privacy, and workflows that pay back in weeks, not years.
AI reads the conditions, identifies what each condition needs, pulls it from AMS360 or chases the borrower, and re-submits the condition clearance — conditions clear in a day, not a week.
AI tracks every renewal date in AMS360, remarkets at 90 days, drafts the client renewal package with options, and books the review call — retention climbs and premiums stay competitive.
AI builds the submission from the broker's intake, routes to carrier APIs via AMS360, and assembles the quote comparison — submission-to-proposal time drops from 5 days to same-day.
AI assembles the closing package in AMS360, validates each doc, chases stale items, and prepares the settlement statement — closings hit the calendar, not the hope list.
AI runs sanctions, PEP, and adverse-media checks nightly, scores each client, and queues anything above threshold for analyst review — BSA risk in real time, not annually.
AI pre-screens deals against the fund's thesis in AMS360, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage.
AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on day 15, not day 45.
For insurance agency managers
For insurance agency managers
For insurance agency managers
For insurance agency managers
For insurance agency managers
For insurance agency managers
The workflows above are starting points. Every independent p&c agency operation runs differently — we build what you actually need.
