Run your insurance agency autonomously.
Every inbound email, carrier notice, and renewal deadline executes in the background. AI agents investigate, chase loss runs, and assemble market submissions—your licensed team reviews and approves in one click.
What used to take hours now takes seconds.
Autonomous operations
Working while you talk
Ready for review
Licensed human approval required
Zero Per-Seat Fees
Flat agency pricing
No 6-Month Migration
Up and running in days
100% E&O Protection
Licensed human sign-off on every commitment
Your AMS records the past. Chatbots make you type questions. AgencyDesk actually runs the business.
Traditional Agency Management Systems (AMS) are just digital filing cabinets. They sit completely dead until a human logs in, reads an email, figures out what it means, and manually types data across five different screens.
Now, software vendors are rushing to slap "AI search bars" on top of those same old databases. But asking a chatbot questions is still manual work. You are still reading the emails. You are still copy-pasting VINs. You are still chasing non-responsive underwriters.
Traditional AMS
Waiting for data entryAI chatbot
Waiting for your promptAgencyDesk
Autonomous operationsLicensed human sign-off
An agency doesn’t scale by giving agents a cleaner screen to type into. An agency scales when the software wakes up on its own, connects the dots across your entire business, executes the operational heavy lifting, and hands your team a finished package ready to approve.
It’s not just an email tool. It listens, reads, and executes across your entire agency.
AgencyDesk connects directly to your agency’s real-world communication channels: phone calls, voicemails, SMS texts, incoming emails, carrier notices, website forms, and document uploads. And it works in real time while you talk.
LIVE ON THE PHONE
Sarah & commercial trucking client
WHILE SARAH IS STILL ON THE CALL
Identifies the caller and pulls up his active Commercial Auto & Cargo policy.
Decodes the VIN specs and garaging territory automatically.
Prepares the formal carrier policy change request.
Verifies broker requirements and generates the compliant ACORD 25 certificate.
CALL ENDS • 3 MINUTES LATER
Sarah never opens an AMS, notepad, or carrier portal. The complete endorsement + certificate package is waiting in “Ready for Review”.
Licensed human approval
Sarah reviews and clicks Approve & Send.
Total administrative time
It understands who is talking, what they’re talking about, and does the real work.
Any basic CRM can attach an email to a contact name and leave 100% of the work on your desk. AgencyDesk understands the full operational context of the conversation—whether it’s a stranger, an underwriter, a client, or your own internal team:
The Brand New Lead
Zero Policy on File
A prospect submits a website form, texts, or calls the office for the first time.
It doesn’t ask for a policy number—it knows this is a new applicant. It immediately runs autonomous intake: pulls corporate filings, checks federal safety registries (DOT/SAFER), runs safety scores, checks carrier appetites, pre-fills the ACORD 125/137 applications, and routes the file to the right producer with the research already done.
Staff Talking to Staff
Internal Handoffs & Delegation
An agency owner or manager texts an agent or mentions on a call:
It recognizes authenticated staff members and understands internal instructions. It identifies the client, finds the Canal submission, creates an assigned Work item on Andrew’s desk, and attaches the cargo history. Neither the owner nor Andrew has to type a task or set a reminder.
Agents Talking with Underwriters
Market Negotiations
An underwriter calls or emails:
It recognizes the underwriter, matches the exact submission reference, extracts the rate, logs the subjectivities, updates the client’s Side-by-Side Market Comparison, and drafts the loss run request in the background.
Existing Client Servicing
& Endorsements
A client emails an equipment invoice or calls with a driver addition.
Decodes the equipment/driver specs, verifies active coverage limits, calculates pro-rated premiums, checks carrier binding guidelines, drafts the carrier change request, and prepares updated certificates.
Licensed approval required
The software moves work forward because time passed—not because someone remembered.
The greatest risk in an agency is human forgetfulness. If a CSR forgets to check a tickler file, a policy cancels or a renewal lapses. AgencyDesk operates with an autonomous clock:
The 90-Day Renewal Assembly Line
Exactly 90 days before policy expiration, AgencyDesk wakes up. It pulls live public registries to check if the client added unscheduled vehicles, audits loss history, and drafts the renewal questionnaire to the insured before your staff even open the calendar.
Autonomous Loss-Run Chasing
Your client signs one master authorization letter. AgencyDesk automatically decomposes it into carrier-specific requests across prior policy years, finds their verified loss-run desks, dispatches the letters, and autonomously follows up with non-responsive carriers until the claims history is secured.
Cancellation Rescue Countdowns
When a carrier issues a Notice of Cancellation (NOC) for non-payment, countdown clocks track the policy lapse and state filing revocation dates to the hour. AgencyDesk deploys automated multi-touch rescue alerts with direct payment links and flags true risks on leadership’s exceptions dashboard.
Continuous Registry Drift Defense
The system continuously monitors public safety and regulatory databases. If an insured client has a roadside inspection on an unlisted VIN, AgencyDesk flags the coverage gap and prepares an endorsement inquiry immediately.
How Givesurance scaled sales 3x without hiring a single back-office employee.
Independent agencies used to be trapped by an expensive rule: To write more policies, you had to hire more back-office staff to sort mail, retype applications, chase loss runs, and issue certificates.
The Challenge (Before AgencyDesk)
- ✕Thousands of commercial trucking policies managed manually on EZLynx
- ✕Over 400+ forwarded emails flooding staff inboxes every day
- ✕Leadership micromanaged daily operations in team chat just to avoid dropped balls
- ✕Producers and CSRs spent 70% of their workday acting as manual data-entry clerks
- ✕Every new growth milestone demanded hiring more administrative headcount
The Switch to AgencyDesk
Givesurance migrated their entire book from EZLynx to AgencyDesk. Every phone call, email, carrier document, and website lead was connected directly to AgencyDesk’s autonomous operational engine.
“We used to think scaling an agency meant hiring an army of CSRs to manage paperwork. With AgencyDesk, our operations run themselves. Our staff just review and approve. We do 3x the volume, and every person we hire today writes revenue.”
Flat agency pricing. Pooled operations. Zero per-seat growth tax.
Why should you pay more every time you hire a team member? AgencyDesk charges flat per agency tier. All staff draw from a shared, pooled monthly operations allowance—work never stops because one producer had a busy quoting week.
Starter
Ideal for solo producers and boutique independent agencies looking to automate intake and renewals.
- ~6,000–8,000 Inbound emails, calls & dec pages parsed
- ~400–500 Complete market submission packages
- ~800 Verified ACORD 25 certificates issued
- ~150 Autonomous 90-day renewal exposure audits
Growth
Most PopularFor growing agencies needing full market quoting, automated loss-run chasing, and live call execution.
- ~20,000–25,000 Inbound communications & carrier notices
- ~1,500 Multi-market quoting packages & appetite checks
- ~2,500 Instant certificate issuances
- ~500 Automated renewal pipelines with loss-run chasing
Scale
For high-volume brokerages demanding multi-team routing, registry monitoring, and executive digests.
- ~60,000+ High-volume communications & carrier notices
- ~4,000+ Market submission packages across multiple portals
- ~7,500+ Instant certificate issuances
- ~1,500+ Continuous fleet/DOT drift audits & renewal runs
Need More Operations? Simple, Self-Serve Add-On Packs
Never let an influx of marketing leads or renewal rushes halt your operations.
Handles ~15,000 emails/PDFs or ~1,000 full market submissions
Handles ~30,000 emails/PDFs or ~2,000 full market submissions
Toggle on auto-refill so your agency’s loss-run chasers, certificates, and intake never stall during a volume surge.
We never hard-stop critical insurance operations. Critical notices and rescue flows continue uninterrupted.
Everything you need to know about autonomous agency operations.
Stop hiring people to do paperwork. Start running an agency on autonomous execution.
Join the modern agencies scaling their book, protecting their clients, and giving their staff hours back every day.
See live phone calls, loss-run chasers, and market submissions assemble in real time.