AgentWorks for Insurance brokers
Client questions answered. Claims taken in. Renewals on time.
Agents answer routine client questions from your own policy information, turn a claim email into a complete file on the board, and prepare renewal letters in time. Your advisers give the advice and approve what goes out.
Insurance brokers and advisory offices of roughly 5 to 150 people.
The work that comes back every week.
Client emails
Cover questions, address changes, documents that went missing. Every day.
Claims intake
A claim arrives by email with photos and half the details.
Policy questions
What is covered, what is the excess, what does this clause mean.
Renewals
Policies that renew next month and need a letter or a review.
Prospect follow-up
A quote request that needs a reply before a competitor sends one.
Your team
A team of agents, each with one job.
Each agent does one thing well, in your own apps, and asks before it sends or changes anything. You give them their rules. They share the board with your people.
Client desk
Called by the workflow
Answers routine client emails from your policy information and office procedures.
Drafts answers. An adviser approves before anything is sent.
Ready-madeClaims intake
Called by the workflow
Reads a claim email, lists what is missing and puts a complete file on the claims board.
Creates the task and drafts the request for missing details. Your team decides on the claim.
Ready-madePolicy explainer
You ask in chat
Explains cover, exclusions and clauses in plain language, citing the policy document.
Answers for your team in chat. It explains; it does not advise a client.
Ready-madeRenewal preparer
On a schedule
Lists the policies that renew next month and drafts a renewal letter for each.
Drafts only. An adviser reviews each letter.
Ready-madeWorking together
From a claim email to a complete file on the board
Starts when a claim arrives in claims@. One workflow hands the work from agent to agent, and stops where a person needs to decide.
- Advice to clients stays with your licensed advisers.
- Every email to a client is approved by a person.
- Decisions on claims are made by your team or the insurer, never by an agent.
Start · Outlook
New email in claims@
Also a shared mailbox
Agent
Claims intake reads the email
Policy number, date, what happened, photos
Knowledge
Policy terms checked
From your policy documents
Check
Anything missing?
Yes: draft a request for the details
Asks first
A claims handler approves the email
Before it goes to the client
Board
Claim file on the board
With the summary and the attachments
The apps it works in
OutlookGmailSharePointGoogle DriveGoogle Sheets
Microsoft Teams
CalendlyBroker administration systems and insurer portals have no ready connector. Reach them through the HTTP request step if they offer an API, an MCP server, or a webhook that starts a workflow.
All 40 appsWhat you need
One email trigger and up to 2 workflows work on Free, so you can try claims intake. Schedules (for renewals), more mailboxes and team boards need Business.
PricingClaims often include health or financial details. Keep a person on everything sent out, share only what an agent needs, and keep advice with licensed staff.
Start from a ready-made agent.
These are in the product today. Start one and it is waiting in your workspace after you sign up.
Inbox Reply Drafter
Reads your unread mail, sorts it by what actually needs an answer today, and writes the replies as drafts in your own mailbox, you stay the one who presses send.
Use this agentEmail Triage Assistant
Scans your unread inbox and sorts it into what needs a reply today, what can wait, and what's just noise, so you open your inbox to a plan instead of a wall of unread mail.
Use this agentTerms & Conditions Summariser
Reads a long Terms & Conditions or Terms of Service document you paste in and gives you a plain-language summary of what it actually says, not a legal opinion on whether to sign it.
Use this agentSales Follow-Up Writer
Drafts the follow-up mail that actually fits the conversation: it reads the CRM history first, writes into your mailbox as a draft, and can add a booking link. You stay the one who presses send.
Use this agentStep by step
An inbox that sorts itself
Every new email is read, labelled and filed out of the inbox. Urgent ones become a task for a person.
BoardYour support desk on one board
Every request becomes a ticket. An agent sorts it and drafts the answer. A person checks it and sends.
ChatAsk your contracts and policies
Ask a question in plain language and get the answer with the document and the passage it came from.
Questions
AgentWorks for Insurance brokers
Runs in the EU. Every action that changes something asks first.
No. Agents explain documents to your team and draft answers; advice to a client stays with your advisers.