Quotes, renewals and service requests: how your agency really works
Insurance agencies document every step: quotes, binds, endorsements, renewals, certificates and claims follow-up. Years of that servicing history across your agency management system, rating tools and email is the kind of real operational workflow AI labs are asking for.
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Who fits
- Independent property and casualty agencies
- Commercial lines brokerages
- Life, health and benefits agencies
- Account managers, CSRs, producers and marketing teams
What a provider looks at
- A desk team: employees and contractors who work at a desk in your company's email and software. Field and hourly crews who aren't in the systems aren't the desk count.
- Several years of history in your systems.
- Work across systems, such as email, chat, file storage, CRM, tickets and billing.
- Requirements vary by provider, sector and dataset, and the provider confirms fit.
What a licensable workflow can look like
A client asks to add a vehicle. The CSR logs the request in the agency management system, pulls a quote from the carrier, emails the options, binds the change, issues the ID card, and diaries a follow-up before renewal.
A generic illustration, not a real client. Labs value the sequence of steps, decisions and handoffs across systems; how personal details are handled belongs in the agreement.
Records that count
- Quoting, marketing and submission workflows
- Policy servicing: endorsements, certificates and ID cards
- Renewal and remarketing workflows
- Claims-support follow-up and carrier communication
- Client service emails and activity notes
- SOPs, checklists and training material
Good to know
- Client personal data, policy numbers and claim details tied to a person are handled as the agreement specifies.
- Health information in life, health and benefits files is always excluded.
- Carrier agreements and carrier-owned data may restrict what can be licensed. Your agency's own servicing workflow is usually yours, and the provider's review sorts it out.
- Kept out unless a review and the agreement say otherwise: privileged material and client matter files, health information and biometric data, payment card and bank account numbers, passwords and credentials, data about minors, export-controlled or classified information, another party's data or licensed third-party content, and sensitive personnel, safety or critical infrastructure details. Scope is a choice, so you can leave out anything else, such as pricing or trade secrets.
- Workflow data from QuickBooks, NetSuite and HR systems still counts.
- Usually not a fit anywhere: data involving minors, export-controlled or classified data, mostly paper records with little digital history, or records you don't have the rights to license.
- How personal details are removed or replaced belongs in the agreement, and the provider's review sorts out what's licensable. When in doubt, it's worth a conversation.
Tools your team already uses
Common insurance agencies software we see. Don't see yours? Other systems can hold the same kind of work, and old or retired systems can count too.
Agency management
- Applied Epic
- AMS360 (Vertafore)
- HawkSoft
- EZLynx
- QQCatalyst
- NowCerts
Rating & quoting
- Applied Rater
- PL Rating
- Bold Penguin
CRM & communication
- Salesforce
- HubSpot
- Microsoft 365
What counts is your team's own work in and around these tools: the emails, tickets, notes, tracking and billing. No files are collected on this site, and we never ask for passwords.
Product names are trademarks of their respective owners and are listed for reference only; no affiliation or endorsement is implied.
See If You Qualify
A few quick questions. No files needed, and we never ask for passwords.
Opens the fit check on historypays.com in a new tab. No files are collected on this site.