Insurance Connect AI
Write More Profitable Business with a Next-Gen Insurance Platform
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See Insurance Connect in action
One Pane
Every system your agency runs, connected in one place
Insurance Connect works across your agency management system, carrier portals, inboxes and phone lines, and brings the finished work to a single pane.
Ask for Any Report
From Agency Management (Epic)
| Client | Line | Renews |
|---|---|---|
| Harbor Bakery LLC | BOP | Oct 04 |
| Northwind Logistics | Auto | Oct 11 |
| Maple Dental Group | GL | Oct 19 |
| Summit Roofing Co. | WC | Oct 23 |
Sample data for illustration.
Use Cases
The old way vs. with Insurance Connect
Ask for Any Report
The old way
Reports waited on a specialist, days of turnaround for simple questions.With Insurance Connect
The owner asks in plain English; AI agents build the report instantly. No developers, no deployment, no wait time.Carrier Billing Notices, Retrieved for You
The old way
Staff logged into each carrier portal to hunt down billing notices one by one.With Insurance Connect
IC signs in to carrier portals automatically and downloads billing notices and alerts — late payer, cancellation notice, cancel rescind — before anyone has to ask.Zero-Inbox, Verified Daily
The old way
The zero-inbox rule existed on paper; the owner had no way to verify it.With Insurance Connect
Every agent inbox on payroll is monitored against the zero-inbox rule, and the owner receives an end-of-day compliance report.Customer Emails, Drafted for You
The old way
Agents wrote every reply from scratch, re-looking up client details each time.With Insurance Connect
IC drafts a contextual response using live client and policy data from Epic. The agent just reviews and hits Send.ACORD Forms That Fill Themselves
The old way
Manual ACORD form completion — slow, repetitive, error-prone.With Insurance Connect
With the system of record as the source of truth, IC completes the form and publishes it to the customer.Best-Value Policy Comparison
The old way
Comparing carrier options by hand, policy by policy.With Insurance Connect
The AI agent does the heavy lifting — side-by-side comparison to find the customer the best value.AI Calls, Texts & Emails — iConnect
The old way
Agents built renewal and late-payment lists by hand and dialed number by number.With Insurance Connect
Technuf's iConnect agents call automatically, speak naturally, leave voicemails, answer questions, take payments, and route to a human when needed — with text and email notifications alongside. All renewal and late-payment outreach runs through this channel.A Named AI Receptionist
The old way
Inbound calls queued, rolled to voicemail, or interrupted producers mid-task.With Insurance Connect
Every inbound call is answered instantly by the agency's own AI agent — every agency names its own.Sentiment on Every Call
The old way
No systematic read on how customer conversations actually went.With Insurance Connect
Textual and tonal sentiment analysis on every call — surface unhappy customers before they churn.Features
Everything your agency runs on, connected
One Pane Over Every System
Insurance Connect sits on top of your agency management system, carrier portals, and agent inboxes. Ask for any report in plain English and AI agents build it instantly, with no developers and no wait time.
Unified Agency Workspace
Late Payment Automation
Catch every late payment before the policy cancels. AI agents pull late-payer and cancellation notices from carrier portals the moment they post, then iConnect calls, texts and emails the customer, takes the payment, and logs it in your agency management system. Your team steps in only when a customer needs a person.
Late Payment Automation
Carrier Portals on Autopilot
AI agents sign in to carrier portals for you, retrieve billing notices and alerts before anyone has to ask, and line up carrier quotes side by side to find the customer the best value.
Carrier Portal Automation
Emails and ACORD Forms, Done for You
Customer replies are drafted from live client and policy data, and ACORD forms fill themselves from the system of record. Every agent inbox is held to the zero-inbox rule with an end-of-day report.
Email and ACORD Automation
AI Calls, Texts and Emails with iConnect
Your own named AI receptionist answers every inbound call, while iConnect agents handle renewal and late-payment outreach, take payments, and route to a human when needed. Sentiment analysis flags unhappy customers before they churn.
iConnect Voice and Messaging
How It Works
Plugs into the tools your agency already runs
No migration. Insurance Connect works inside your agency management system, email, documents, phones and carrier connections, and hands the finished work back to your team.
Applied Epic · Agency Management
Reads and updates clients, policies and activities in your agency management system.
- Applied Epic (Agency Management): Reads and updates clients, policies and activities in your agency management system.
- Outlook (Email): Triages agent inboxes, files each email to the right client and drafts the reply.
- SharePoint (Documents): Finds and files policy documents, dec pages and certificates where your team expects them.
- RingCentral (Phone & SMS): Answers calls, logs every conversation and sends the follow-up text.
- IVANS (Carrier Downloads): Picks up carrier downloads and reconciles them against your agency management system.
- Carrier Portals (Billing & Policy): Signs in to carrier sites to pull billing notices, policy changes and documents.
- Other AI Agents (Automation): Hands work to and from the other AI agents and automations you already run.
0%
Efficiency Gain
$0K+
Saved Per Agency, Per Year (~3–4 FTE)
Want to see Insurance Connect in action?
Save $120K+ a year and spend your time with customers, not busywork.