Renewal Chasing Lag
Clients ignore 90-day renewal emails. Account managers waste days chasing updated payrolls and vehicle schedules.
Commercial Insurance Operations
Put policy renewals and COIs on autopilot—with 100% broker sign-off.
Eliminate 80% of repetitive renewal prep and document chasing. Managed AI agent loops gather payroll records, verify ACORD forms, draft carrier submissions, and route to your licensed brokers for 1-click approval.
The Bottleneck
Why commercial renewals drain agency profit.
Commercial CSRs spend 14+ hours per week re-keying data between emails, PDFs, and agency management systems.
COI Emergency Rush
Contractors need rush Certificates of Insurance on Friday at 4 PM, pulling licensed producers away from closing new business.
Carrier Packet Assembly
Manually compiling ACORD 125/126 forms, loss runs, and driver lists creates submission backlogs and delays quote turnaround.
Pre-Mapped Workflows
Digital insurance roles that know your stack.
Connected to AMS360, Applied Epic, Gmail, and carrier portals under strict AgentOps SLA timers.
Role 01
Commercial Renewal Specialist
Triggers 90 days before policy expiration
- Extracts current coverages from AMS
- Sends personalized exposure questionnaires
- Follows up on missing payroll & vehicle lists
- Drafts renewal submission for broker review
Most Popular
Role 02
COI Intake & Dispatch Agent
Processes inbound Certificate requests
- Parses certificate holder and additional insureds
- Verifies active coverage limits and endorsements
- Generates compliant ACORD 25 draft
- One-click approval in Mission Control before dispatch
Role 03
Loss Run & Claims Triage
Automates carrier claims follow-up
- Requests 5-year valued loss runs from carriers
- Categorizes claim severity and open reserves
- Alerts producer if losses exceed target ratio
- Compiles executive summary for renewal pitch
Case Study
Summit Insurance Brokers: 84% time saved on renewals.
How a 14-person commercial agency automated renewal packet assembly while keeping 100% human broker oversight.
Metric
Before Agents on Loop
With Managed Agent Loop
Packet Preparation Time
4.5 hours per renewal
42 minutes per renewal (84% reduction)
Carrier Submission Speed
28 days before expiration
62 days before expiration
Broker Sign-Off Compliance
Ad-hoc email forwards
100% authenticated audit trail in Mission Control
FAQ
Frequently asked questions by agency principals.
How does Agents on Loop prevent E&O (Errors and Omissions) liability?
Every outgoing quote, coverage revision, and bind confirmation requires mandatory human approval in Mission Control. Agents on Loop never sends external commitments or edits policy limits autonomously.
Does this replace our agency management system (AMS360, Applied Epic)?
No. Our agents work directly alongside your existing AMS via secure APIs, webhooks, or email ingestion. We eliminate manual data re-keying while keeping your agency management software as the single source of truth.
What does an Insurance Pilot cost?
The First Workflow Pilot is a flat $1,999 one-time fee covering 4–6 weeks of scoping, integration, custom tool connection, and live broker testing. Once proven, monthly AgentOps is $499/mo with up to 5,000 runs included.
Ready to eliminate your renewal backlog?
Book a 15-minute workflow audit. We will map one insurance job and show you the exact approval workflow.