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.
How it works
Six steps to transform how your agency handles placements, renewals, and compliance.
Sign up, name your agency, and you're in. No credit card required — start your free trial and explore the full platform immediately.
Upload your book of business as a CSV from your AMS. PolisAgent parses and structures your accounts, carriers, and policy data automatically.
Ask the AI to build submissions, match carriers, check policies, or triage your renewals. It already knows your book and carrier panel.
Every AI output requires your review before it becomes final. You stay in control — the agent assists, you decide. Full audit trail included.
One-click proposals, certificates of insurance, quote comparisons, and endorsement requests. Download as DOCX or PDF, ready to send.
Monitor upcoming renewals with automatic triage scoring, flag cross-sell opportunities, and track commissions — all from one dashboard.
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