PolisAgent automates submission prep, policy checking, COI issuance, and renewal orchestration — so your producers sell and your agency stays protected.
60+
Hours saved monthly
93%
Margin per client
0
E&O gaps in checking
67%
Average hit ratio
Trusted by independent commercial agencies
“We went from spending 45 minutes every morning pulling expiration reports to having the briefing ready before coffee. That alone pays for the product.”
Agency Principal
12-person P&C brokerage, Texas
“PolisAgent caught a limits mismatch on a $2M policy we would have bound without checking. That's the kind of E&O save that has no price tag.”
Commercial Lines Manager
8-person agency, Florida
“Our hit ratio went from 40% to 62% in the first quarter. It's the carrier matching — putting submissions in front of the right underwriter makes all the difference.”
Senior Producer
5-person brokerage, California
Capabilities
24 operational frameworks, grounded in real commercial insurance workflows. Not generic AI — insurance-specific intelligence.
30–50%
hit ratio improvement
Auto-generates ACORD 125/126/130/140 packages with quality scoring. Hit ratio improves 30–50%.
100%
E&O coverage
5-phase protocol compares issued policies against quoted terms. Catches discrepancies before E&O exposure.
Endorsement verification gates prevent certifying coverage that doesn't exist.
120-day advance scoring. Every account triaged A/B/C with recommended action.
Scores carrier appetite by class, geography, and size. Right underwriter, first time.
Every interaction documented. Declination tracking, audit-ready output.
Onboarding
Company name, state, carrier panel, team size. Completed in under 3 minutes.
Export your account list from your AMS as CSV. PolisAgent parses and structures it automatically.
Ask PolisAgent to build a submission, check a policy, or triage your renewals. It already knows your book.
Pricing
ROI payback in under 30 days. No contracts, cancel anytime.
Solo producers and 2-person agencies
3–8 person agencies — the sweet spot
Larger agencies and agency groups
All plans include a 30-day free trial. No credit card required.
Join independent brokerages using AI to eliminate administrative drag and protect their E&O exposure.
30-day free trial · No credit card required · Cancel anytime