Insurance agencies · Commercial insurance
Turn business owner emails into ACORD-ready submissions, issue certificates of insurance in minutes, and run renewal timelines so submissions reach markets on time.
Where time leaks
Patterns we see in this industry. Your workflow will differ; discovery confirms which ones apply.
Commercial submissions need ACORD applications, loss runs and schedules that take hours to assemble.
Certificate of insurance requests from contractors and vendors arrive daily, often urgently.
Renewal marketing starts late, leaving little time to shop carriers.
Loss runs must be requested from prior carriers and tracked.
Named for compatibility only. No partnership or endorsement implied; we confirm API access for your plan during discovery.
Automation recipes
Trigger → steps → outcome. Each one is a scoped, fixed-price build.
Trigger Client returns application info
Outcome Submission-ready applications faster
Typical stack: Indio, document processing
Trigger Client requests a COI
Outcome Routine COIs issued in minutes
Typical stack: Applied Epic or AMS360
Trigger Renewal 120 days out
Outcome Complete submissions
Typical stack: Email, task list
Trigger Renewal 120 days out
Outcome Renewals marketed on time
Typical stack: AMS tasks
Interactive
Pick what starts it and what should happen next. Your workflow assembles live below. This is a planning tool; we confirm what your tools support during discovery.
Your workflow
Planning previewAdd at least one step on the left.
Tap "Start a missed call" and reply as the customer. Runs in your browser.
Incoming call…
Nobody can answer right now
Move the sliders to match your business.
Est. recovered / month
Est. per year
missed → re-engaged → won per month
Estimate = leads × missed % × re-engaged % × close % × deal value, using only the numbers you entered. Not a guarantee; excludes software and build costs.
Plan my text-back automationStep through "ACORD intake" one stage at a time. Click any step.
ROI estimate
Preset for a small team. Change the numbers to match your business.
How we implement
We start with certificate requests, the most frequent task, then build renewal timelines.
Discovery call: We walk through your current process and tools (free, 30 minutes).
Workflow map & fixed quote: Written scope, software costs listed separately, compliance notes included.
Build in a test environment: Your accounts, test data first, then a supervised pilot.
Handover: Documentation, training and an optional support plan.
General information, not legal advice. Confirm requirements with your own counsel or compliance officer.
Want these automations running in your business?
Tell us your tools and the one task you'd remove first. We reply with a plan.
The broader playbook for the whole trade, including recipes that apply across specialties.
AI automation for Insurance agencies →FAQ
Medicare insurance agents
Handle Annual Enrollment Period booking surges, collect Scope of Appointment forms on time, and keep client review reminders and records organized.
Auto & home insurance
Gather driver, vehicle and property details before the agent quotes, answer ID card and policy questions instantly, and review renewals before customers shop elsewhere.
Free tools: ROI calculator · AI readiness assessment · Experience Lab
Next step
Two short steps. We reply by email, usually to set up a 30-minute discovery call.
What happens after you submit
We read it personally
A person reviews your note. No automated sales sequence.
We reply by email
Usually with 2–3 clarifying questions and times for a 30-minute call.
You get a written plan
Workflow map, fixed quote and listed software costs before any build. No obligation.
Prefer to talk? Call (214) 891-5650 or email info@fullstopsolutions.com.
Not ready to talk? Try the ROI calculator or readiness check. No email needed.
