Ask Agency Brain what your agency already knows before you go in. Line up carrier quotes side by side when they come back. With Intake, new-business submissions start from one set of answers.
Meeting prep means searching emails, notes and the AMS for what the agency already knows about the account.
Ask Agency Brain about the account. Answers come from your agency's own records, before you walk in.
Quotes come back in different formats, and comparing them by hand delays the recommendation.
The quote comparison flags lower limits, higher deductibles, added exclusions and lines not quoted, and drafts the email to the prospect.
You review it and send it.The prospect says yes, and the same facts get retyped into every form and carrier application.
Intake asks each question once, and Submission processing fills the ACORD forms and carrier applications from those answers.
You review and send the drafted submission.Ask about accounts, policies and renewals in plain English. Answers come from your agency's own records, and Brain drafts the follow-up email for you to send.
Agency Brain →Line the quotes up side by side. Lower limits, higher deductibles, new exclusions and missing lines are flagged before you recommend one.
Policy check & comparison →Intake asks each question once across the ACORD forms and carrier applications, with carrier fit shown as you go. Fit is advice, never a block.
Intake →Submission processing builds the ACORD forms, carrier applications and your branded RFQ from one locked version. Your producer sends the drafted submission.
Submission processing →Prepared before the meeting. Quotes lined up after it. Your team does the selling.
See Agency Brain, quote comparison, Intake and Submission processing in a demo.
Most pilots start within a week, and the first 30 days are free.