Your team is drowning in policy renewals and lead follow-ups. AI agents handle qualification and processing so your agents focus on closing deals.
AI agents enrich every lead with risk data, score them against your ideal customer profile, and route the best ones to your producers instantly.
AI monitors policy expiration dates and triggers outreach before customers shop around. Automated reminders, personalized quotes, and follow-up sequences.
Connect your AMS, rating tools, and communication platforms. AI handles the rest.
Link your agency management system, email, phone system, and rating tools. Miniloop integrates with Applied, Hawksoft, and more.
Tell the AI what makes a great policyholder. Coverage needs, risk profile, premium range. Whatever matters to your agency.
Every lead gets enriched, scored, and routed. Renewals get tracked and automated. Your team focuses on relationships.
AI extracts claim details, validates coverage, and routes to adjusters with all necessary documentation.
Lead Enrichment
Apollo → HubSpot
Email Outreach
Gmail sequences
Data Sync
Airtable pipelines
Social Publishing
Twitter + LinkedIn
Meeting Prep
Calendar briefings
Content Generation
Notion drafts
SEO Research
Ahrefs analysis
Growth Reports
Stripe + PostHog
See how AI agents transform insurance agency operations.
Get alerted the moment a commercial prospect requests a quote. No more discovering great leads days later.
Proactive outreach before expiration dates. Keep retention rates high without manual tracking.
AI extracts information from submitted documents. Faster processing, fewer errors.
Handle more policies without adding staff. AI handles the repetitive work.
AI analyzes client portfolios to surface additional coverage opportunities.
