Insurance renewal automation with AI, from the carrier portal to the approved letter
Renewals are a portal, a letter and a date, hundreds of times a year. AI starts a run per policy ahead of the date, signs in to the carrier portal with your own credentials to pull the terms, drafts the letter from your template and sends it to your account manager for one-click approval before anything goes out.
Problems it solves
Four tasks that cost an agency its renewals
The work that repeats for every policy, every year, and gets done by retyping.
Hundreds of renewal dates a year
Each one needs terms pulled, a letter drafted, a follow-up sent and a decision recorded, all done by retyping.
Carrier portals with a login and nothing else
Quotes, endorsements and claims status live behind one, and none offers a way in for machines.
“What does my policy cover?”
Asked at claim time, when the answer has to be right and the person who knows is on another call.
Leads for lines you don't write
Qualifying them costs broker time and produces nothing. The qualification is the work, and it's unpaid.
One run per policy, started by the date and not by somebody remembering
Sixty days before a renewal, a run starts for each client. A browser session signs in to the carrier portal with your own credentials and pulls the renewal terms, and the letter is drafted from your template. It goes to the account manager for a one-click approval before anything is sent, and the follow-up runs under a send budget that stops rather than fails open.
- A renewal run per policy, started by the date rather than by somebody remembering.
- Carrier portal work with your own credentials, photographed as evidence.
- Coverage questions answered from the policy documents, with the source cited.
- Enquiries qualified against the lines you actually write, before a broker sees them.
How we compare
Built for brokers and agencies, not for carriers
We build for brokers and agencies. The insurance-specific AI vendors build for carriers, hold certifications we don't and are US-centric. If that is what you need, it isn't us. If you need the work between your systems and the carrier portals, that's where we start.
| Feature | MosenAI | Practice suites with AI | Generic AI assistants | Automation platforms |
|---|---|---|---|---|
| Answers from your own files, with the source cited | Inside its own records | |||
| Acts in the systems you already run | Its own, not the others | |||
| Reaches a portal that has no interface for machines | ||||
| A review step before anything irreversible | Assembled by hand | |||
| A branded place for your clients | Sometimes | |||
| Run by a practice manager, not a builder | ||||
| Signs in to a carrier portal with your own credentials | ||||
| A send budget that stops rather than fails open |
What it uses
The parts of the platform an insurance agency uses most
A schedule per renewal date, a loop per policy, the approval step before a send, the browser that signs in to a carrier portal and your policy documents as a source with the answer cited.
The workflow builder
The schedule per renewal date, the loop per policy, and the approval step before a send.
Read moreKnowledge bases
Policy documents, answered from with the source cited — which matters most at claim time.
Read moreContacts & accounts
Each client as an account, with their policies, their timeline and who is in charge.
Read moreQuestions
What brokers ask first
Bring next quarter’s renewal list
And the carrier portal you most wish had a way in for machines. Both are worth seeing on a demo.