Infer takes insurance work from first request to finished

AI agents to automate front-office and back-office operations for agencies & carriers across phone, email, text.

See it workPick a time ↗

Certified

SOC 2
Type II

ISO
27001

Trusted by Fortune 100 and Top 100 Brokers

Platform

How Infer works

A workflow can start with a new lead, an insured asking for a change, or a policyholder calling the carrier. Infer moves it through the systems that run your agency or carrier, then comes back to the person with the next step done.

1 / 3New lead

New lead · web form

Auto + home quote request

Dana Whitfield · Austin, TX · 2 vehicles, 1 home

Outbound call · voice00:00

InferHi Dana, this is the assistant at Hartwell Insurance. You asked for an auto and home quote. Is now a good time?
DanaSure. Two cars, and the house on Ridgeline Drive. We're with Progressive, renewing November 14.
InferThanks. With your OK I'll pull your current coverage, so we compare like for like.

DanaHi, we just bought a car. Can you add it to our policy?
InferCongratulations. I have your auto policy open. What's the VIN, who will mainly drive it, and is there a lender?
DanaA 2024 RAV4, VIN ending 4471. Mostly me, and the loan is with Harbor Lending.

PolicyholderI refinanced last week. The new mortgage company has to be on my policy.
InferI can take care of that now. I've verified you and found the policy. What's the lender's name and the loan number?
PolicyholderHarbor Lending Corp. The loan number is 30-99812.

Quote intake

Vehicles2
HomeRidgeline Dr
CarrierProgressive
RenewalNov 14
Dec pageAuthorized

Vehicle2024 RAV4
VIN…4471
DriverDana
LienholderHarbor Lending
EffectiveToday

PolicyHO-2291-04
CallerVerified
MortgageeHarbor Lending
Loan no.30-99812
EffectiveToday

Checking licensed producer availability

Front office: Engage

Infer answers or places the call: a new lead, an insured asking for a change, or a policyholder calling the carrier. It verifies who is calling, understands the request, and collects exactly what the systems need, over voice and email. Every answer becomes structured data, not a transcript to re-key.

1 / 3New lead

AgencyZoom

Dec page

PL Rating

Carrier portal

Applied Epic

Lead #4471 · intake complete

Rate an auto + home bundle for Dana Whitfield

Create the record in AgencyZoom
Pull the prior-carrier dec page
Fill PL Rating with vehicles, drivers, limits
Quote in the carrier portal

Rated quote ready

Three carrier options, with Dana's current coverage attached for a like-for-like comparison.

AgencyZoomDec pagePL RatingCarrier portal

Policy AU-88213 · change request

Add a 2024 RAV4 and its lienholder for Dana Whitfield

Open the auto policy in Applied Epic
Submit the vehicle add in the carrier portal
Log the request and set the follow-up in Applied Epic

Endorsement request submitted

The carrier has the vehicle, driver, and lienholder. The agency record is current, with a follow-up set for the returned endorsement.

Applied EpicCarrier portalOutlook

Policy HO-2291-04 · verified caller

Replace the mortgagee and issue the endorsement

Open the policy and replace the mortgagee
Rate the change
Issue the endorsement and generate the declarations
Update the schedule in BillingCenter

Endorsement issued

PolicyCenter has the new mortgagee. The declarations and mortgagee notice are generated, and billing is current.

PolicyCenterRatingDocumentsBillingCenter

PL Rating

No API · working the screen

Back office: Execute

Infer works inside the systems you already run. For agencies, that is the CRM, the rater, carrier portals, and the AMS. For carriers, it is policy administration and billing, such as Guidewire, where it makes the change, rates it, issues the documents, and logs the work. When a system has no API, it works the screens.

1 / 3New lead

Prepared handoff · Maya R., licensed producer

CRM recordCreated in AgencyZoom, intake attached
Current coverage100/300/100 · $500 comp and collision
Rated quote3 carrier options, bundle discount applied
AppointmentTuesday 2:30 PM, on Maya's calendar

Confirmation sent to Dana by email

Service confirmation · Dana Whitfield

EndorsementReturned by the carrier, effective today
ID cardsNew card sent to Dana by email and text
Agency recordRequest, paperwork, and call logged in Applied Epic
ProducerNothing to do. Notified for awareness.

Premium change explained on the call

Carrier confirmation · policy HO-2291-04

EndorsementIssued in PolicyCenter, effective today
DocumentsDeclarations and mortgagee notice sent
BillingSchedule updated in BillingCenter
AccountCall summary and change on the activity log

Confirmation sent to the policyholder and the agent

Review changes

One carrier portal now asks for the lienholder address before a vehicle add. Add this step to the service harness?

Accept changesReject

Service harness · Hartwell Insurance

Vehicle add

4.1 Verify and open

Confirm the caller, open the auto policy in Applied Epic, and capture the vehicle, driver, and lender.

4.2 Endorsement order

Fill the change from the call record.
Attach the lienholder address before submitting in the carrier portal.
Submit, then set the follow-up for the returned endorsement.

4.3 Confirm

Send the ID cards and confirmation, and log the request in Applied Epic.

Where the time goes

Customer service is roughly 20% of agency payroll. Infer takes the repetitive part.

Return the outcome

A producer gets a prepared, rated quote. An insured gets the confirmation and ID cards. A policyholder gets the endorsement and documents, with every step on the account. Each run tunes the harness, so coverage and accuracy grow with your traffic.

Workflows

Built for how insurance actually runs

Each workflow is drawn the way it actually runs: a person or an event at the start, the systems you already use in the middle, and a finished outcome at the end.

For agencies: lead response, quote intake, quote production, policy changes, documents, carrier notices, and renewals. For carriers: policy changes, billing and payments, documents, billing events, and first notice of loss.

Start with one workflow

See your workflow running in your own environment.

Pick one workflow. We build the AI Agents around your systems and business logic, and run them single-tenant on your servers.

See it work↗

SOC 2Type II

ISO27001