Less Re-Keying, Faster Renewals, Cleaner Service
An independent agency’s day is carrier portals, certificate requests and renewal lists. Your agent works in your agency management system and carrier sites with your login, so your team spends more time with clients.
From $10/month 30 days free No credit card
Where The Day Goes
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The Same Data Typed Into Every Carrier Site
When a carrier isn’t in your rater, quoting means entering the same applicant details into one portal after another.
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Certificate Requests Never Stop
A contractor needs a COI for a job tomorrow. Each request means finding the policy, filling the certificate and sending it, dozens of times a week.
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Renewals Sneak Up
Increases show up a few weeks out, leaving no time to remarket the accounts that need it or call the clients who will be upset.
What Your Agent Does For You
In the tools you already use, with your own login, one item at a time.
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Build The Renewal List
Each week it lists policies renewing in the next 60 days with premium changes, and drafts a heads-up email for the biggest increases.
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Microsoft Excel -
Outlook - EZLynx
- Applied Epic
- QQCatalyst
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Prepare Certificate Requests
It reads the request, fills the certificate from the policy in your agency system and holds it for review before anything goes out.
- Outlook
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Adobe Acrobat - Applied Epic
- EZLynx
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Enter Quotes In Carrier Portals
Give it the application and the carriers you want. It enters the details in each portal, one at a time, and lines the quotes up side by side.
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Google Sheets - EZLynx
- Tarmika
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Log Service Requests
Address changes, driver adds and billing questions from email become activities in your system, each with a drafted reply.
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Find Cross-Sell Gaps
It lists clients with auto but no home or umbrella policy and drafts a personal note for each one you choose.
- Outlook
- AgencyZoom
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Ask In Your Own Words
Type it in a project chat, or send it from your phone. Your agent does the work and reports back in the thread.
- Pull every policy renewing in December with a big increase and draft a heads-up note to each client.
- Mike’s Roofing needs a COI for the Johnson job, holder Johnson Builders LLC. Prepare it from his GL policy and hold it for me.
- Quote this homeowners app with Travelers and Safeco and put the premiums side by side. Don’t bind anything.
- Log Janet Moore’s address change in EZLynx and draft the confirmation email.
- Who has auto with us but no umbrella? Draft notes for the first ten.
- Remind me Monday which commercial renewals still don’t have updated payroll numbers.
The Plan That Fits
Most independent agencies are a few producers and CSRs working the same book of accounts.
Team
$29/mo
Up to 10 people and 20 AI agents. Try it free for 30 days, no card. Your agents run on your own AI plan.
Questions From Insurance Agents
Is this a comparative rater?
No. If you have a rater, the agent can work in it. When a carrier isn’t in your rater, it can enter the quote in that carrier’s portal for you.
Can it bind coverage?
No. Binding needs a licensed person. The agent prepares, you bind.
Which agency systems does it work with?
Systems you open in a web browser, such as EZLynx, Applied Epic or QQCatalyst, signed in with your login. The agent works in them through its own browser, one item at a time.
Can it answer client calls?
No. There’s no phone line in Octopus Prime. The agent handles the email side of service and leaves calls to your team.
Do carriers allow this?
Rules differ by carrier, so read each portal’s terms. The agent uses your own login at a person’s pace, one item at a time.
Does my agent see my passwords?
No. Your logins stay in your Vault, a safe your agents can use but never read. You connect each app once at Settings › Connections and choose which agents can use it, and you can remove that access at any time.
Hand the busywork to your agent. You stay in charge.
From $10/month 30 days free No credit card
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