Franklin
Insurance Ambassador
Insurance
Your AI Underwriting Assistant, Claims Processor & Client Manager
"Quote comparisons across carriers taking hours per prospect?"
AI employees that handle policy quoting, claims intake, client renewals, and compliance documentation. Process more policies with fewer errors and faster turnaround.
A Day in the Life of Franklin
Your AI Insurance Agent
- Prospect calls for a policy quote during a lunch rush
- Franklin answers instantly, identifies the policy type needed
- Collects key details: coverage amount, property info, claims history
- Generates a preliminary quote and emails the breakdown
- Tags the lead as "quote sent" and schedules a follow-up call
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One insurance problem at a time — what changes when an AI agent handles it.
Challenges We Solve
- !Policy renewal management at scale
- !Claims intake and documentation
- !Quoting across multiple carriers
- !Regulatory compliance and documentation
- !Client communication during claims
AI-Powered Features
- Multi-carrier quoting and comparison
- Claims intake and documentation automation
- Policy renewal tracking and reminders
- Client communication throughout claims process
- Compliance documentation and audit preparation
- Cross-sell and upsell opportunity identification
- Loss run analysis and risk assessment
- Certificate of insurance generation
Workflows & Automations
Real automation workflows — your agents operate the tools your insurance business already uses, right in the browser.
Policy Quoting
AI collects risk information from clients, submits to multiple carriers simultaneously, compares quotes, and presents options with recommendation.
Claims Management
Handles first notice of loss, collects documentation, updates clients on claim status, and coordinates with adjusters.
Renewal Management
Tracks upcoming renewals, reviews coverage, contacts clients for updated information, and remarketing when better options exist.
Annual Impact for Insurance
Based on 24 workflows mapped across 5 departments
Department-by-Department Assessment
Every workflow mapped with friction score, time investment, and savings potential
| Workflow | Friction | Hrs/Wk | Annual Cost | Savings | Annual Savings |
|---|---|---|---|---|---|
New Policy Quoting Producers spend hours manually entering the same client data into 15 different carrier portals. Comp... | 8 | 20h | $57,200 | 55% | $31,460 |
Policy Renewal Processing Renewals stack up every month with no systematic prioritization. Premium increases trigger remarketi... | 7 | 15h | $39,000 | 60% | $23,400 |
Endorsement & Amendment Processing Endorsement requests come in via phone, email, and text with no standardized intake. Each carrier ha... | 6 | 10h | $23,400 | 65% | $15,210 |
Policy Cancellation Management Cancellations seem simple but the return premium calculations vary by carrier, pro-rata vs. short-ra... | 5 | 5h | $11,700 | 70% | $8,190 |
Certificate of Insurance Issuance Certificate requests flood in at 4:59 PM on Friday afternoons. Each one requires verifying current c... | 8 | 8h | $16,640 | 75% | $12,480 |
| Department Total | 58h | $147,940 | $90,740 |
Investment & Return
Conservative estimates based on your 24 mapped workflows
Conservative
Automate highest-ROI workflows first
Recommended
Full department coverage across your business
Full Deployment
Every workflow automated with dedicated agents
Supported Roles
“AI-driven renewal management brought our retention from 82% to 94%. It catches every renewal 90 days out and starts the process automatically.”
Talk to an AI About Your Insurance Business
Call Ava, our AI voice agent, and hear exactly how AgentWorks can transform your insurance workflows. Available 24/7.
(727) 239-4646Your Insurance AI Expert Is Free
No cost to get started. Pick your industry and sign up — your AI Ambassador will have you creating agents and workflows in minutes.