Your Insurance Agency's AI Account Manager
Free up capacity, so you can sell more and service clients. Your AI Account Manager will handle all the admin work, including generating personalized client proposals, renewal reviews, data entry, COI requests, and more.
Hire AI, not staff.
World's first AI Account Manager for Insurance Agencies
Auto-generate personalized Client Proposals
Client proposals is how relationships are valued. But, let's be honest, they're really time-consuming. What if AI could handle generating personalized client proposal for you? That's exactly what Layerup AI will do.
Handle COI requests
Layerup AI automatically handles any requests around COIs and helps provide an exceptional client experience.
Renewals
Being proactive about renewals is critical. This determines the amount of business you'll retain. Layerup AI, your AI Account manager, handles this for you, so you can focus on client relations.
Quote/Policy Comparison
Manually copy-pasting data from multiple quotes across multiple carriers is taking the time you could be spending generating more business. Layerup AI can automatically do this for you in 1/2 of the price of an outsourcing firm or a new hire.
Automatically enter data from PDFs to system of record like Applied Epic or AMS360
Manually doing data entry or hiring someone to do so is both expensive and time consuming. Layerup AI extracts data from PDFs and automatically handles data entry onto your System of record like Applied Epic or AMS360.
Auto-fill repetitive portals
Do you manually fill out multiple portals for individual clients? Let Layerup AI do this in seconds instead of spending hours.
Investing in AI pays off
Save time and win more without adding staff. Agencies large or small rely on Layerup.
Integrated with all the tools you already know and love
Learn how to stay ahead of the curve using cutting-edge technology like AI.
Frequently Asked Questions
How does Pricing work?
Layerup AI charges per task, which helps us align the pricing with our customers' needs. Book a demo to find out your custom quote.
What about Document Variability?
Layerup AI was built specifically to handle document variability. Whether it's a different document or a different term within the same document, Layerup AI can handle both. Imagine the time/cost savings if you didn't have to read through every single document.
Do you help with Implementation and training?
Absolutely! We'll make sure Layerup is fully implemented for you. This includes setting up integrations, training, and more.
How does the price compare to simply hiring Account Managers on my team?
When Customers have compared Layerup AI to existing employees they typically include the following inputs to estimate their costs per month:
1. Total number of renewals, client proposals, quote/policy comparison, manual data entry, and other admin tasks.
2. How many account managers are currently doing these tasks.
3. How much time are your account managers spending doing these tasks.
4. Hourly rates of your Account Managers.
5. The additional overhead cost of recruiting, onboard, training, and certifying full-time employees.
How exactly does Layerup AI work?
Layerup AI is basically your own account manager. Here's an example: You can forward an email to Layerup AI with quotes and receive a fully built out client proposal or forward along a PDF and receive a fully personalized COR for a client among many other tasks.