Why Bonnie?
Bonnie saves you time and eliminates repetitive tasks by automating your daily insurance agency workflows.
Computer Vision
Extract data from policy documents, forms, and carrier portals with advanced AI vision technology.
Task Automation
Automate repetitive tasks like data entry, scheduling, and follow-ups.
Client Communication
Generate personalized client emails and messages with natural language processing.
Workflow Integration
Seamlessly integrate with your existing agency management system and tools.
Team Collaboration
Share tasks and information across your team for better coordination.
Scheduling Assistant
Manage appointments, renewals, and important deadlines automatically.
Example Use Cases
See how Bonnie transforms daily operations in insurance agencies.
Policy Renewal
When an agency receives renewal documents from a carrier, Bonnie automatically:
- Extracts key renewal information (premium changes, new coverages, exclusions)
- Instantly updates the agency's system with accurate data
- Enables rapid communication with the client about their renewal
NOC Monitoring
Bonnie securely logs into insurance carriers' websites daily, automatically checks for Notices of Cancellation (NOC), and retrieves them without manual intervention.
- Automatically logs NOCs in a structured checklist
- Captures essential details like policyholder names, cancellation dates, and policy information
- Alerts your team to take immediate action on critical notices
Document Verification
Bonnie's computer vision capabilities allow it to:
- Analyze insurance certificates and policy documents for coverage compliance
- Identify coverage gaps and flag discrepancies that require human attention
- Ensure all documentation meets regulatory requirements
Carrier Portal Integration
Bonnie can securely access carrier portals to:
- Log into multiple carrier systems automatically
- Extract policy information, quotes, and documents
- Integrate the extracted data directly into your agency management system