InsuranceFlow AI · Agency Pilot
A clearer next step for agency operations.
Evaluate application tracking, missing requirements and follow-ups without replacing your existing systems.
One agency. A focused, measurable evaluation.
Proposed pricing: $299/month for a 60-day pilot, up to five authorized agency users. This is a proposed market test, subject to a signed agreement and production readiness. No payment is collected here.
- Guided onboarding and a mutually agreed workflow scope.
- Fictional information first; real data only after security, legal and access approval.
- Application and exception tracking, with submission preparation only where the agreed capability is ready.
- A baseline and end-of-pilot review of preparation time, repeated entry, missing requirements, follow-ups and staff effort.
No time savings, carrier connectivity, support SLA or insurance transaction authority is promised by applying.
How it works
- Apply and retain your receipt reference.
- The Platform Owner reviews fit, buyer, problem, timing and budget.
- Agree a demonstration, written scope, fees, support and success measures.
- Complete a signed agreement and separate organization onboarding, verification and approval.
- Activate only after contractual, security, data and technical checks succeed.
- Review measured results and decide whether to continue.
Before you apply
Who is this for?
Agency owners, operations leaders and brokers with a specific application or follow-up problem and an authorized contact who can evaluate the workflow.
Does applying create an agency account?
No. An application is a sales request. Organization approval, workspace activation and insurance authority remain separate.
Can I connect my carrier or AMS?
Connections depend on implemented capabilities, provider permissions and the signed scope. A fictional demonstration is not a live integration.
When will I hear back?
The Platform Owner is accountable for review. No response-time commitment is established yet. Commercial inquiries use sales@insuranceflow.io; Help Center questions use help@insuranceflow.io.
Pilot applications are not open yet.
Launch readiness is under review. You can explore the verified fictional demo in the meantime.