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Renewals slip, quotes stall, and every unanswered inquiry is premium walking to another agency. Augmenta builds AI agents for independent insurance agencies that respond to inquiries instantly, chase document and renewal deadlines, and keep every policyholder touchpoint warm.
4 ready-to-build agents · fixed scope · by Augmenta
Handles first notice of loss intake via web form, SMS, or voice transcription. Collects claimant information, loss details, and documentation uploads. Creates a structured claim record in the system and assigns to the appropriate adjuster.
Works with: Claims management system, SMS/Email, Document storage, Voice API
Reviews closed claims for subrogation recovery potential. Cross-references accident details with third-party liability signals. Flags cases with recovery probability above threshold and routes to the subrogation team with evidence summary.
Works with: Claims management system, AI model, Legal workflow, Email
Triggers renewal outreach 90, 60, and 30 days before policy expiration. Personalizes message based on claim history and coverage. Routes lapsed or at-risk policies to a producer for personal outreach. Tracks renewal rate by book segment.
Works with: Policy management system, CRM, Email/SMS
Monitors claim status changes in the management system and proactively notifies the claimant via SMS or email at each milestone: received, in review, inspection scheduled, decision pending, and resolved. Reduces inbound status calls.
Works with: Claims system, SMS/Email, Customer portal
Every business runs on the same plumbing. These cross-industry Augmenta agents pair well with the insurance builds above: Job Description Generator · Resume Screening Agent · Candidate Interview Scheduler · Employee Onboarding Orchestrator · PTO & Leave Request Handler · Performance Review Reminder & Prep. See all 95 agents in the full catalog →
Inquiry qualification and instant response, quote-follow-up sequences, renewal reminders with document collection, and claims-status communication — the agents below each own one of these jobs end to end.
Templates and guardrails are set with you during the build; anything outside them routes to a human. Every message is logged for audit.
Most agency automations ship in 4 to 9 days, after a Discovery Sprint that quantifies retained premium per automation and fixes the scope and price.
Augmenta's fixed-fee Discovery Sprint maps your operation and ranks every automation by return — you keep the analysis either way.
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