The AI workspace for independent insurance agencies
Bring agency knowledge, clients, policies, and team follow-up together. Get AI help from your uploaded guides, with your team in control of the next step.
Start alongside your AMS. Keep your team in control.
Try an agency workflow
You
What should I collect before sending a renewal review to the producer?
Agency assistant
The sample checklist calls for current declarations, a summary of reported changes, and the client’s open questions. Have the producer review the packet before deciding what to request next.
Fictional agency documents. No customer data or live AI in this example.
Answers using the documents you select.
Review the uploaded original before acting.
Approve proposed tasks and notes before saving.
Built around the agency day
Less searching. Clearer handoffs.
A carrier guide in one folder. An agency checklist in another. Your most experienced CSR already on a call. Give the whole team a repeatable place to start.
Ask questions about selected documents. Use the document names and page references, when available, to check the original.
Have the assistant propose a task or client note. Your team reviews the details and decides what gets saved.
Prepare renewal review packet
Collect declarations and client questions for the producer’s review.
Use AgencyOver for the knowledge and follow-up your team needs. Keep your existing AMS; native AMS sync is not included.
Your agency subscription
Subscribe to AgencyOver and give your team a shared place to find answers and keep work moving. Setup helps you get started; the product stays with your team every day.
Book a demo of the workspace, AI assistant, and team follow-up.
Confirm your plan, invite your team, and add the documents they need.
Find guidance, organize client work, and keep shared tasks moving in one workspace.
Agency subscription
$750 / month
Your team’s workspace for agency knowledge, client work, and the next step.
Included in your subscription
See the product before subscribing. No payment needed to book.
AI allowance and service terms are confirmed before your subscription starts. Need more users or documents? We’ll agree the plan and price with you first. No automatic overage charges.
A few things to know
How the subscription works, where AgencyOver fits, and what stays with your team.
Security & data handlingAgencyOver is a software workspace for your agency: AI help with uploaded documents, client and policy records, shared tasks, carrier information, and resources. Initial setup helps your team get started; your subscription gives you ongoing access to the product.
AgencyOver works alongside your current AMS. There is no native AMS synchronization, so decide where your team will maintain records and tasks when setting up the workspace.
Ask questions about your uploaded carrier guides and procedures. Answers can include document names and page references when available. The assistant can also propose tasks and client notes for approval. Your team checks the original and current carrier guidance before acting; AgencyOver does not automatically update carrier rules, quote, or bind coverage.
Book a product demo, confirm the subscription and AI allowance, and set up your agency workspace. Add your team and selected documents, then use the product in your daily work. No account or payment is needed for the demo.
The published plan covers up to ten users and twenty knowledge documents / 300 pages. Contact us when you need more capacity. We agree any plan or price change before applying it.
Booking a demo or sending an enquiry does not start billing. Your subscription starts under the service agreement you accept, which sets out payment, renewal, cancellation, support, and usage allowances. Existing customer agreements remain in effect.
See AgencyOver in action
Take a tour of the product and see how your team can use it. We’ll walk through the workspace and answer your subscription questions.
No account or payment needed.