Beta version in development phase

How it works

From migration to renewal, in one place.

Your agency imports its book from the files it already has, and nothing reaches the live record until someone has reviewed it. From there InsurPilot is built to follow the rules your team already works by.

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Data migration

Imported from your files

Day-to-day requests

Email, calls and carrier mail

InsurPilot

Applies your rules

Quote & compare

One submission, priced across carriers and ranked by fit.

Renewal watch

Surfaces what is expiring and re-shops it before it lapses.

Email triage & drafting

Sorts the inbox by urgency and drafts the reply, file attached.

Document handling

ACORD forms, dec pages, loss runs and certificates.

Sits alongside what you already run.

InsurPilot is designed to work with the software on your team’s desktop — the inbox, the calendar, the spreadsheets and the paperwork — rather than asking anyone to abandon them.

How our AMS works

How Our AMS Works

InsurPilot’s agency management system holds your book of business and the work that happens around it — clients, policies, submissions and paperwork — in one place, with the review steps your team already relies on built into the workflow rather than bolted on afterwards. Here is what each part does, how the work actually moves, and what it changes for your agency.

One AMS. Every part of your workflow.
  1. 01 Migration
  2. 02 Customers
  3. 03 Policies
  4. 04 Submissions
  5. 05 Documents
  6. 06 Automation
01 Data migration

Move your existing data into InsurPilot.

Start with a file you already have. Export from the system your agency runs today and upload it — InsurPilot reads CSV, Excel and its own JSON format, and recognises the column headings common agency systems export, so you are confirming a mapping rather than building one.

Nothing reaches your live book until you say so. Every record is validated first, problems are explained in plain English, and each one is marked Create, Update, Skip or Needs Review. Only when someone reviews the summary and types CONFIRM is anything written — and any later edit cancels that sign-off.

02 Customers, drivers & vehicles

Keep customers, drivers, and vehicles connected.

Clients are held as households, not loose contacts — the people, addresses, drivers and vehicles that belong together stay on one record. Start a quote for an existing client and their details carry across instead of being typed again.

Details are checked as they arrive rather than discovered later: vehicle identification numbers are validated structurally, including the VIN’s own check digit, while dates, state codes and ZIPs are held to the formats they should be. Access follows the client, so staff see only the clients they are assigned.

03 Policy management

Manage your policies in one place.

Every policy is one authoritative record — carrier, term, premium, billing type, servicing agent and governing state — and always sits in one of nine defined states rather than a free-text note, so the status of the book is never a matter of interpretation.

Servicing is where that structure pays off. Cancellation runs in two steps, with the policy in force through the notice period, and mid-term changes are drafted, reviewed and approved before they touch the live policy. Where a regulated action needs a state rule InsurPilot does not hold, it declines rather than guessing. One dashboard shows what needs attention.

04 Submissions & rating

Submit once and compare quotes side by side.

The application is captured in a guided wizard that saves as you go, so a half-finished submission is never lost and two people on the same file cannot overwrite each other. On submit, InsurPilot freezes it into a tamper-evident snapshot you can always trace back to.

That one application is then priced across every carrier profile your agency has configured, at once rather than one at a time. Each returns quoted, referred or declined, with the reason, and anything that errors still appears. Pricing comes from InsurPilot’s own rating engine, with a plain-English explanation of how it was built.

05 Documents & ACORD

Keep documents organized with each policy.

Declarations pages, ID cards, applications and notices attach to the client, and optionally to a policy or quote, so a file sits where the next person will look for it. Uploads are checked by their contents, not their filename, and every upload, view and deletion is recorded against whoever did it.

Mid-term changes also produce a structured change record — every change with its before and after value — stored alongside the new version of the policy and stamped with a content fingerprint. InsurPilot is explicit about what these are: modelled on the industry form, not official ACORD forms.

06 Automation & AI

Get AI assistance while keeping control.

The comparison assistant explains how the options in front of you differ — premium spread, coverage and limit differences, deductibles, discounts, and declines with their reasons. It is built so it cannot rank or recommend a single best option; that judgement stays with the agent.

The platform is equally plain about automation. Carrier portal automation ships switched off, and a readiness board reports what a run would do today, worked out from live configuration rather than a stored status. The same restraint runs through the product — the column matching used in a migration is not dressed up as AI.

Those six stages share one record. When they are connected, your team spends less time moving information between processes — and more time moving the work forward.

The InsurPilot approach

Built for a better way to run your agency

InsurPilot brings the everyday work of an insurance agency into one connected workflow — connecting customer and policy data with submissions, documents, automation, and servicing.

Two insurance professionals reviewing a document together in a modern office.
An insurance professional going through policy paperwork with a client at a desk.

01

Connected by Design

Keep customer, driver, vehicle and policy information connected throughout the agency workflow.

Learn More

02

Built for Less Manual Work

Bring repetitive agency processes into one connected workflow, reducing unnecessary handoffs and duplicate work.

Explore Platform

03

Ready to Scale

Give your team a connected foundation that can support a growing book of business.

See Impact

Next step

See what InsurPilot could change for your agency.

InsurPilot is in active development with a first group of founding agencies, who are shaping the product as it is built. If the work above looks like your team’s week, we’d like to hear how you run it.

Become a founding agency View all solutions