Put AI to work in your business
Answers your whole team can trust — from your own documents.
AgencyOver is a private AI workspace, fully hosted in your own tenant with nothing to deploy. See it running on your own documents, or have us map what AI can automate in your business. One conversation, your call which.
Not ready to talk? See it work in 30 seconds first.
One product, tailored to every industry
The same assistant, answering from your own playbooks.
Different sidebar, different vertical, one platform underneath. Every answer cites the exact page of your firm's own documents, so your team can verify it in one click.
Carrier underwriting eligibility, cited to the agency's own guides.
Records-retention policy, answered from the firm's SOPs.
Approved products by risk tier, cited to compliance docs.
Disclosure requirements, pulled from the office's checklist.
Reachable from any page
The assistant is always one click away.
It isn't a separate destination. A launcher sits in the corner of every screen, so anyone can ask without leaving what they're doing — and it can look up your records, then draft the follow-up for your approval.
- Documents become answers, with receipts — ask in plain English, get a reply that links to the exact source paragraph and page.
- One assistant, reachable from every page — a launcher sits in the corner of the whole workspace, aware of your documents and your records.
- It reads the records you already keep and drafts notes or tasks for a one-click Confirm, so nothing is written without a person's say-so.
See it work
Four steps, no signup.
The whole point of the product in about thirty seconds. Click through it.
Step 1 of 4
Your team asks a real question
No prompt engineering. Someone types the question they'd normally interrupt a senior person to ask.
Book your call.
One 30-minute call — a demo of the platform, a working session on what AI can automate in your business, or both. We tailor it to what you pick.
A demo of the platform
About 20 minutes. See AgencyOver running on your kind of documents and records — cited answers, the assistant, the CRM.
An automation working session
About 30 minutes. We map the manual work in your business and tell you what AI can take off your plate. No build promised, just a plan.
Fastest way — grab a time now
Opens a calendar. Pick a slot and you're booked — no waiting on a reply.
Prefer email, have other questions, or want us to reach out? Send this instead and we'll set up the right call.
Just want to see the product first? Scroll back to the screenshots or email contact@agencyover.com.
The platform is step one
Automating the busywork is step two.
Most teams have a short list of jobs that eat hours every week and follow the same pattern every time. Someone retypes an intake email into a system. Someone digs through a shared drive for an answer a senior person already gave ten times. That's exactly the work AI is good at.
In a working session we map the by-hand steps your team runs today and tell you honestly which ones we can hand to AI inside your workspace. The first call is a scoping conversation, not a build.
- New-client intake that fills itself from an inbound email, instead of retyping the same fields.
- Answers pulled from your own SOPs on demand, instead of interrupting a senior person for the tenth time.
- Recurring deadlines that turn themselves into assigned tasks before anyone has to remember.
- A weekly status digest assembled from your records instead of rebuilt by hand every Monday.
- Document summaries drafted the moment a new file lands in the workspace.
- Routine replies drafted from your own approved language, ready for a person to review and send.
What the working session covers
- 01
We map your workflows
You walk us through the manual, repetitive steps your team runs today.
- 02
We spot the automations
We flag which of those AI can handle inside your workspace — and which it can't.
- 03
You get a plan
A plain-English rundown of what's worth doing first and what it would take. No commitment.
Three steps to an assistant that answers — and acts.
Connect your knowledge and your book.
Drop in PDFs, Word docs, scanned manuals, training decks, and vendor guidelines — then point the assistant at the clients, policies, and tasks your team already tracks. AgencyOver reads it all and keeps it under your tenant only.
Knowledge library
- Carrier-X Underwriting Guide.pdfIndexed
- Producer Playbook 2026.pdfIndexed
- FEMA Flood Reference.docxIndexed
- New-Hire SOP — onboarding.pdfIndexed
Ask in plain English.
“What's our refund policy for clients past 90 days?” “Which clients renew this month?” “Which products are approved for this risk tier?” The assistant answers, and shows the exact paragraph or record it pulled from.
Let it do the work.
It drafts client notes, creates and assigns tasks, and surfaces the renewals coming due. Nothing is written until a person clicks Confirm — you stay in control of every change.
Proposed action · needs your approval
Create task · Call Rivera Logistics
Renewal in 6 days · assigned to you · due Jul 11
A knowledge layer, plus the tools to act on what it finds.
Agentic AI assistant
Trained on your documents and connected to your live records. It answers with citations, pulls up renewals and client history, and drafts notes or creates tasks — proposing every change for your one-click approval.
Learn moreRecords & task board
Clients, policies, notes, and a drag-and-drop task board — relabeled automatically for your industry (matters, accounts, and more). Custom fields, linked records, activity history. The assistant reads and updates them.
Learn moreReporting & lookups
Configurable dashboards and rollups across your book — renewal cycles, status mix, and monthly trends. Insurance teams add Massachusetts property data and FEMA flood lookups.
Learn moreBuilt so your most sensitive documents can live here.
Tenant isolation
Your documents, conversations, and embeddings live in a workspace only your team can reach.
Encryption in transit and at rest
TLS 1.3 in transit, AES-256 at rest, on isolated cloud storage.
Citations on every answer
No floating claims. Every response links to the exact source paragraph.
You approve every write
The assistant proposes actions — a task, a note — and waits for a human to confirm before anything changes.
Never used to train shared models
Your data is never used to train models that touch any other customer.
Compliance-ready
SOC 2 Type II in progress. DPA on request.