- AI & Automation Solutions (For Agencies & GAs)
Unlock AI-Powered Efficiency for Your Agency
Custom AI Solutions
Streamline Your Agency’s Operations with AI-Driven Tools
Workflow Automation
Reduce manual tasks and boost productivity.
Data Integration
Sync and analyze data across multiple platforms.
AI-Powered Communication
Automate client interactions for faster response times.
How It Works
/01
Consultation
We analyze your agency’s unique needs.
/02
Custom Solution Design
Tailored AI solutions built for your workflow.
/03
Ongoing optimization.
Seamless integration with ongoing support.
Case Studies
Marketing Agency
Cut lead response time by 70% with AI chatbots.
Finance Firm
Automated data entry saved 40+ hours per month.
Recruitment Agency
AI screening reduced hiring time by 50%.
Frequently Asked Questions (FAQs)
Carrier Connect AI automates carrier portal tasks for brokers, agencies, and general agents—such as downloading commission statements, renewals, and book of business reports—eliminating manual work and ensuring accurate, on-time delivery.
Our automation securely logs in to each carrier portal daily, detects new statements or renewals, downloads and renames the files, converts them into AMS-ready formats, and delivers them to your preferred cloud storage or system—no manual steps required.
Carrier Connect AI supports 850+ carriers across medical, ancillary, and P&C lines. If your carrier isn’t yet supported, our team can quickly build a new bot for it.
Carrier Connect AI supports 850+ carriers across medical, ancillary, and P&C lines. If your carrier isn’t yet supported, our team can quickly build a new bot for it.
Yes. We integrate with over 12,000 banks to help reconcile carrier statements to deposits.
All data is encrypted in transit (TLS 1.2/1.3) and at rest (AES-256). Access is role-based with multifactor authentication. Our infrastructure is hosted on AWS and backed by SOC2, ISO, and PCI compliance certifications.
- Fetch – Commission statement downloads and AMS-ready conversion
- Renew – Renewal document automation and alerts
- Fyls AI – Intelligent document management and summaries
- Recon – Carrier invoice and enrollment reconciliation
- BoB – Book of business automation for daily policy updates
