AI Agents forInsurance Agencies

Your producers should be selling, not retyping quote forms. Borgfy builds AI agents for insurance agencies that gather quote details, answer policy questions, take first notice of loss, issue certificates and chase renewals — around the clock.

No tech team needed · Live in 1–3 weeks · You own everything we build

AI agents for insurance agencies by Borgfy

AI agent live in

1–3 wks

Sound familiar?

What we hear from insurance agencies owners and managers every week.

“Quote requests sit until someone retypes them.”

Slow quotes lose shoppers to faster agencies.

“Service calls take over the day.”

Policy changes, ID cards and billing questions pile up.

“Renewals slip through the cracks.”

Lost renewals are lost commission.

“Certificates of insurance are endless.”

Commercial clients need COIs fast.

What AI Agents Do for Insurance Agencies

Each one is built around your business, trained on your information and connected to the tools you already use.

01

Quote intake

Collects driver, vehicle, property or business details by chat, text or web and prepares them for your rating system.

02

Policy service agent

Answers coverage, billing and ID-card questions 24/7 from your approved information.

03

First notice of loss

Takes claim details and photos, guides the customer and alerts your claims team.

04

Renewal outreach

Reminds clients before renewal, flags at-risk accounts and books review calls.

05

Certificates of insurance

Handles COI requests and routes them for approval.

06

Cross-sell follow-up

Spots gaps in coverage and books conversations with producers.

Before & After

Quotes retyped by hand

Quote details collected and ready to rate

Service calls all day

Routine questions answered 24/7

Renewals remembered late

Every renewal contacted in time

COIs by email back-and-forth

COI requests handled automatically

No tech team needed

You run the business. We handle everything technical — from the first call to keeping it running.

01

A free 30-minute call

Tell us how your business runs and where the time goes. No tech talk — we ask the questions.

02

We build and connect it

We set up the AI agent on the tools you already use, trained on your services, prices and policies.

03

Test it on real work

It runs alongside your team on real leads, calls and paperwork until you trust it.

04

Go live — we look after it

Switch it on. We monitor it, keep it sharp, and you own everything we build.

Works With the Tools You Already Use

Serving insurance agencies across the US & worldwide

Remote team, US virtual office in Atlanta, live calls on your time zone.

In Atlanta
Quote Icon

The way to get started is to quit talking and begin doing.

- Walt Disney

Common Questions

Plain answers, no jargon.

AI agents collect quote details, answer routine policy and billing questions, take first notice of loss, handle certificate requests and run renewal outreach — 24/7 — so producers and account managers focus on selling and advising.

No. The agent answers from your approved information, collects details and routes anything that needs a licensed professional to your team. Advice and binding decisions stay with your agents.

We connect AI agents to agency management systems such as Applied Epic, HawkSoft and EZLynx where they allow integration, plus raters, email, SMS and your website.

No. You explain how your business works in plain language and we handle everything technical — building, connecting your tools, testing and looking after the AI agent once it is live.

Most AI agents go live in 1 to 3 weeks: a free call on day one, a working agent in the first week, and a test period on real work before it takes over.

Other Industries