OpsBox for Insurance

Your producers are spending half their day on admin. Your agent gives it back to them.

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The Problem

Renewals fall through the cracks when nobody is watching the 90-day calendar

Producers spend 45 minutes on manual prep before every account review

Management has no visibility into activity, production, or pipeline without pulling reports manually

What your agent does

Renewal Alerts

Your agent scans your AMS for policies renewing in 90/60/30 days and sends producers a morning briefing with full account history and suggested action.

Producer Pre-Call Prep

Before every client call, your agent pulls the full account: coverage history, recent endorsements, premium trends, and prior notes.

Management Reporting

Weekly: new policies bound, renewals worked, quotes pending, and rep-by-rep activity — delivered without anyone pulling a report.

CSR Efficiency

Certificate requests, endorsement reminders, and service follow-ups handled automatically.

See Insurance in action

Summit Insurance Group · Independent P&C Agency · 7 producers

🛡️

Atlas — Insurance Agency Demo

Watch an OpsBox agent handle renewal alerts, producer pre-call prep, policy management, claims tracking, management reporting, and more across 10 insurance workflows.

Renewal Alerts Pre-Call Prep Claims Tracking Policy Changes CSR Efficiency Management Report

Open Interactive Demo →

Ready to deploy insurance intelligence for your team?

Book a discovery call and we'll map exactly what your agent can automate.

Book a Discovery Call

Questions? Email brandon@ops-box.ai