The problem
Half of a wholesale desk's day is answering the same questions and sending the same documents: "What's your appetite for roofers?" "Can you send the trucking supplemental?" "What do you need for a ghost policy?" Every answer matters — but few of them need to wait for a human to be at a desk.
How it works
A question arrives
By email, in plain language — appetite checks, document requests, status questions, class-code lookups.
The agent understands context
It knows the producer, the account history, the appetite guide, and the document library — so the answer is specific, not boilerplate.
It answers and delivers
A clear reply with the right application, supplemental, or checklist attached — in minutes, around the clock.
It knows its limits
Anything touching coverage decisions, binding, or judgment calls is flagged and handed to a human. The agent handles the paperwork; people handle the insurance.
Stack & status
Actively in build. Currently training the agent on appetite and document-routing scenarios, with strict escalation rules for anything beyond administrative help.