AI Assistant for Insurance Agencies

Meet Bonnie

Delegate daily tasks to your personal AI assistant. From scheduling and follow-ups to data entry and client communications.

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

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.

Real-World Applications

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

Transform your agency operations with AI.

Join forward-thinking insurance agencies already using Bonnie