An insurance agent explaining a policy to an older couple across a desk in a suburban storefront office
United States

AI Automation for US Insurance Agencies

Quote intake, certificate issuance, renewals and claims paperwork — the admin that keeps producers off the phone.

  • Automated COI issuance
  • Renewal sequencing
  • Quote application extraction
  • Carrier portal automation

Get a quote for your insurance business

A price in writing, within 24 hours.

Your details stay private. We never sell or share them.

A real quote in 24 hours — not a sales sequence.

A price in writingYou own everythingUSD invoicingNDA signed same dayUS-hours calls24-hour reply

What insurance actually struggle with

The problems we hear every week

Not generic small-business advice — the specific things costing you customers in this trade.

01

Certificates of insurance eat the day

COI requests arrive constantly and each one is a small manual job. Automated issuance from your AMS handles the routine ones entirely and escalates only the unusual.

02

Renewals are remembered, not managed

Renewal dates live in a calendar and someone has to act on them. Automated sequencing starts the process on time, every time, without depending on anyone's memory.

03

Quote intake is retyped from email

Applications arrive as attachments and get keyed into the AMS by hand. Extraction reads them in, flagging anything incomplete rather than guessing.

04

Carrier portals don't talk to your AMS

Producers log into several portals and copy information between them. Where the portals allow it, automation removes that entirely.

05

Claims paperwork moves slowly and clients notice

The client experience at claim time is the whole relationship. Automated acknowledgement, document collection and status updates keep them informed without a producer chasing.

06

After-hours calls go to voicemail

People shop for insurance in the evening. A voice agent that captures the enquiry and books a callback stops that lead going to the next agency on the list.

What we build

What a insurance site actually needs

Every one of these exists because it changes how many customers you get, not because it looks good in a proposal.

Automated COI issuance

Routine certificate requests fulfilled from your AMS automatically, with exceptions routed to staff.

Renewal sequencing

Renewal workflows starting on schedule with escalating client contact and producer alerts.

Quote application extraction

Applications read from email attachments into your AMS, incomplete submissions flagged back automatically.

Carrier portal automation

Information moved between carrier systems and your AMS where the portals permit it.

Claims status communication

Automatic acknowledgement, document requests and progress updates to clients through the claim.

After-hours voice agent

Evening and weekend enquiries answered, qualified and booked into a producer's calendar.

How your customers search

The searches that decide who gets the call

Agencies search for the specific admin task, and increasingly for AMS integration. Volume is modest and intent is very high:

automate certificate of insuranceinsurance agency automation servicesams integration companyautomate insurance renewalsinsurance quote intake automationai receptionist for insurance agency

Placeholders like <city> stand in for your actual location — the real pages we build target the specific terms your customers use where you are.

Pricing in USD

AI Automation for insurance

The same published prices we quote every US business.

Starter

Starter Automation

One high-volume process automated end to end — the one your team complains about most.

$499one-time
  • Free process audit before we quote
  • 1 workflow, start to finish
  • Connects up to 3 of your existing tools
  • AI step for classification or extraction
  • Failure alerts to email or Slack
  • Live in 2 weeks
  • 30 days of tuning after launch
Get this quoted
Most Popular

Business Automation

A whole department's manual work removed — usually finance, ops or customer onboarding.

$1,499one-time
  • Up to 5 connected workflows
  • Unlimited tool connections
  • Custom AI steps trained on your documents
  • A dashboard showing what ran and what saved
  • Human approval gates where you want them
  • Live in 3–5 weeks
  • 60 days of tuning after launch
  • Team training session included
Get this quoted
Advanced

Custom Automation Suite

Company-wide automation with custom software behind it, for teams past what off-the-shelf tools can do.

$3,499from
  • Unlimited workflows across departments
  • Custom backend where no tool fits
  • Two-way sync with your CRM or ERP
  • Role-based access and full audit logging
  • Staged rollout, department by department
  • Timeline quoted after the audit
  • 90 days of support, then optional retainer
Get this quoted
Pay byWire / ACH transferCredit card (Stripe)PayPalZelleWise— invoiced in USD

Our Work

Work we've actually shipped

Live sites and products you can open right now. We'd rather show you real work than a wall of stock logos.

AlgoEdge — built by Mana Studio
Algo Trading

AlgoEdge

Automated PNL reporting platform for Tradetron Creators — real-time MTM tracking, drawdown alerts, and Telegram summaries

Tradetron APITelegram Bot
JustFix Automotive — built by Mana Studio
Car Service

JustFix Automotive

Designed and built a fast, user-friendly website for JustFix Automotive, a trusted mechanic workshop in Sunshine North, VIC. We executed a comprehensive on-page and technical SEO strategy optimizing site speed, local schema, and service-page architecture—to boost search rankings, capture high-intent local traffic, and drive online service bookings.

NEXT JSHOSTINGTAILWINDMONGODB
Dwaraka Packers & Movers – Sirisilla — built by Mana Studio
Logistics website

Dwaraka Packers & Movers – Sirisilla

After the successful launch of the first website, the client partnered with Mana Studio again to develop a dedicated website for their Sirisilla branch.

Next.jsReact.jsJavaScript (ES6+)HTML5
Dwaraka Packers and Movers — built by Mana Studio
logistics website

Dwaraka Packers and Movers

A modern, SEO-optimized website designed and developed by Mana Studio for a professional packers and movers company. From UI/UX design to full-stack development, we built a fast, mobile-friendly, and conversion-focused website that helps generate leads, build customer trust, and strengthen the brand's online presence.

Next.js React.js JavaScript (ES6+) HTML5 CSS3
Sri Laxmi Carz — built by Mana Studio
Automotive PWA

Sri Laxmi Carz

Pre-owned car dealership platform for a trusted dealer in Warangal — live inventory browsing, certified listings, and an installable PWA with offline access and instant new-arrival notifications

Next.jsPWASEOPush Notifications
Sarkari Job Samachar — built by Mana Studio
Job Portal

Sarkari Job Samachar

Comprehensive job portal for government job seekers with real-time updates and notifications

Next.jsAppwriteSEOContent Management

Why us

What you're actually buying

Not just the deliverable — the way the project runs.

Fixed scope, not an hourly meter

One number agreed before we start, quoted in USD against a written scope. No hourly billing, no change-order for work that was always in scope.

We work your hours

Daily overlap with US Eastern, Central and Pacific. Calls at 9am your time, not 9am ours.

Fluent English, direct access

You talk to the people building it — no account manager relay, no translation gap.

NDA signed before you share anything

Send yours or use ours, signed same-day at no cost. Your idea, code and data stay yours.

Prices in writing

A dated proposal with scope, milestones and the final number. No hourly meter.

You own everything, always

Code, designs, hosting, domains and logins handed over in full. Nothing is locked to us.

How it works

From enquiry to launch

You'll know the price and the timeline before you commit a dollar.

01

Free 30-minute call

Tell us what you need. We ask the questions that actually change the price, and tell you honestly if we're the wrong fit.

02

Fixed proposal in 24 hours

Scope, milestones, timeline and the exact USD number — in writing, before you pay anything.

03

NDA + 40% to start

We sign the NDA, take 40% upfront and assign your team. The rest is tied to milestones you approve.

04

Weekly demos, live preview link

A working link you can open any time, plus a weekly call. You see progress, not status reports.

05

Launch and full handover

We deploy, monitor, and hand over every login. Then we stick around — most clients stay on a retainer.

FAQ

Insurance — your questions answered

Which agency management systems do you work with?+
Any that expose an API, which covers the major ones. For systems with limited APIs we work with scheduled exports or browser automation where their terms allow it. Tell us what you run and we'll be straight about what's possible.
Can it issue certificates without a human?+
For routine requests against an existing policy, yes — that's where most of the volume is. Anything unusual, or any request that would change coverage, goes to a person. That boundary is yours to set and we'd advise setting it conservatively at first.
What does it cost?+
One process, such as COI issuance or renewal sequencing, is $499. A full agency back office is $1,499. An after-hours voice agent is a separate build from $699.
How do you handle client data?+
NDA signed before you share anything, enterprise API endpoints that don't train on your data, and full audit logging on every automated action. Where you have specific regulatory obligations, raise them on the first call.
Free consultation

Ready to get more insurance customers?

Free 30-minute call, a quote in 24 hours, and an honest answer about whether we're the right fit.

Prefer to talk now? +91 86885 48048 — we call US numbers back same day.