It's 8:00 AM. The cross-sell list is already prioritized.
Your book has 1,200 personal auto policies. 340 of those clients don't have an umbrella. 89 own homes worth over $500K. Your TabTab agent scored every mono-line client overnight by net worth signals, claims history, and life events — flagging 23 as high-priority cross-sell targets. Each one got a personalized email at 8 AM with a premium estimate and a one-click quote request link. Your producers walk in to 6 warm replies, not a cold call sheet.
The problems we eliminate.
Quote requests sit in the inbox — response time kills close rate
AI parses quote requests within minutes, pulls prior policy data, pre-fills carrier applications, and presents comparison options to the producer
Renewals sneak up on you — re-marketing starts too late
Agent tracks every renewal 90 days out, initiates re-marketing workflows, runs carrier comparisons, and presents options 30 days before expiration
Claims intake is manual and slow — clients frustrated during worst moments
Agent captures first notice of loss via any channel, validates coverage against the policy, and routes to the right carrier with required documentation
Carrier communication overload — endorsements, audits, certificates
Agent handles routine carrier correspondence, processes endorsement requests, and tracks certificate of insurance requests and deliveries
Cross-sell opportunities missed — existing clients under-insured
Coverage gap analyzer reviews each client's portfolio, identifies missing or inadequate coverage, and alerts producers with talking points
Commission tracking is a spreadsheet nightmare
Commission agent reconciles carrier statements against expected payments, flags discrepancies, and generates producer compensation reports.
From intake to outcome.
Quote request arrives
AI parses the request, identifies lines of business needed, pulls any prior policy data, and pre-fills carrier applications for producer review.
Market & compare
Applications submitted to eligible carriers. Responses tracked and compared on coverage, price, and carrier strength. Proposal generated for client presentation.
Bind & onboard
Policy bound with selected carrier. Welcome packet sent to client. Renewal date calendared. Coverage summary archived for future reference.
Service & renew
Ongoing: endorsements processed, certificates issued, claims managed. 90 days pre-renewal: re-marketing initiated automatically.
17+ agents for Insurance Agencies.
Every node below is an agent that runs on your TabTab hardware. Click a department or agent for details.
Pulls rates from carriers, builds comparison quotes in minutes.
Scores inbound leads by coverage needs, risk profile, and premium potential.
Contacts policyholders 60 days before renewal with updated options.
Every agent above is buildable with a TabTab installation. Your 3-hour Bench onboarding gets you the first 6 agents. The community ships the rest.
Industry-specific intelligence.
Multi-carrier rating
Submit to multiple carriers simultaneously. Compare apples-to-apples on coverage, deductibles, and premium. Generate client-ready comparison documents.
Coverage gap analysis
Reviews each client's full portfolio against industry benchmarks and common exposures. Identifies under-insured risks and generates cross-sell recommendations.
Renewal pipeline dashboard
Visual pipeline of all upcoming renewals by month, premium size, and retention risk. Prioritize outreach for high-value accounts.
FNOL automation
First notice of loss captured from any channel — call, email, text, portal. Coverage verified, carrier requirements gathered, and claim submitted with documentation.
Ready to automate insurance agencies?
17+ agents across 5 departments — configured, tested, and trained for your specific operation. One price. Full ownership. No monthly platform fees.