One platform for operational workflows across your agency
InsuraMateAi runs quietly in the background, reducing manual work without changing how your agency operates today.
No process changes or staff retraining required. Your team works the same way with less manual data entry.
Links communication activity with your existing AMS or CRM so information stays consistent without manual syncing.
Transforms interactions into summaries, tasks, and updates so nothing is missed and no extra effort is required.
Created to operate inside insurance agencies where accuracy, consistency, and operational discipline matter.
Clear rules, predictable behavior, and auditable actions not black-box automation.
Agencies define when automation acts, when agents are involved, and when systems are updated.
Built to operate continuously during peak hours, after hours, and high-load periods.
Automation coordinates work across calls, messages, and systems without replacing them.
Every action produces traceable outcomes agents can review, approve, or follow up on.
Automation supports agents instead of bypassing them handoffs are intentional, not accidental.
Built with security as a foundation, not an afterthought
AES-256 encryption, RBAC, and isolated customer environments.
Each customer runs in a dedicated, isolated environment with no shared databases or storage. This architecture prevents cross-customer access and reduces the risk of data exposure.
AWS-hosted infrastructure with continuous monitoring, isolation, and audit logging.
*Based on internal benchmarks and early partner pilot data. Individual results may vary.
InsuraMate AI was created by a team with deep experience in both insurance operations and workflow automation. We've worked inside agencies and built automation systems, and we've seen firsthand how operational friction slows teams down as volume grows.
Experienced agents often spend valuable time documenting calls, updating systems, and managing follow-ups instead of focusing on customers. Our goal is simple: remove that operational drag without changing how agencies work.
InsuraMate AI fits into existing processes, supports agents rather than replacing them, and helps teams operate with consistency and control. By combining insurance domain knowledge with proven automation expertise, we design systems that work the way agencies actually operate.
We believe automation should be predictable, auditable, and designed to work alongside humans — not disrupt them.
Work directly with our team, receive preferred pricing, and help shape how InsuraMate evolves inside real agencies.
We onboard a limited number of agencies at a time to ensure hands-on support and tight integration.