Free resources · For businesses

Retyping the same client details into every carrier portal

Where the hours go, and what AI can safely take over.

What retyping is

An independent agent sells policies from many carriers. Each carrier has its own web portal. The agent types the same client details into each one.

Count the hours

• How many submissions do you make each week?
• How many carriers does each one go to?
• How many minutes does one portal take?

What AI can take

AI can prepare the client details once, in the shape each carrier's form needs. It marks anything unclear for a person.

What stays with a person

• The unclear fields.
• The final send.
• Anything a carrier rejects.