AI Assistant for Insurance Agencies

Meet Bonnie

Save 15+ hours weekly. Focus on sales, not paperwork.

Bonnie
AI ASSISTANT
TODAY'S TASKS
ASSISTANT STATUS
Tasks Completed Today:
12/15
Tasks added to your schedule!
Key Features

Why Bonnie?

Automate repetitive tasks. Boost productivity for agents and CSRs.

Computer Vision

Extract data from documents instantly. No manual entry needed.

Task Automation

Eliminate repetitive work. Free up CSRs for customer service.

Client Communication

Generate personalized messages in seconds. Improve response times.

Workflow Integration

Works with your existing systems. No disruption to operations.

Team Collaboration

Share tasks across your team. Improve handoffs between roles.

Scheduling

Manage renewals and deadlines automatically. Never miss follow-ups.

Real-World Applications

Example Use Cases

Real agency tasks Bonnie handles for you.

Policy Renewal

Bonnie handles renewals automatically:

  • Extracts premium changes and coverage updates
  • Updates your AMS instantly
  • Notifies clients about changes

NOC Monitoring

Bonnie monitors carrier portals for NOCs:

  • Logs into carrier websites automatically
  • Captures policy details and cancellation dates
  • Alerts CSRs to take action

Document Verification

Bonnie verifies documents automatically:

  • Checks certificates for compliance
  • Flags coverage gaps for agents
  • Ensures regulatory compliance

Carrier Portal Integration

Bonnie handles carrier portals for you:

  • Logs into multiple carriers automatically
  • Pulls quotes and policy documents
  • Updates your AMS directly

Let Bonnie handle the busy work.

Join agencies saving 15+ hours per week