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AI Teammates for Insurance Operations

Scale your agency without scaling headcount or relying on virtual assistants

Scale your agency without scaling headcount or relying on virtual assistants

AI Agents

AI Agents

AI Agents

Purpose-built AI Agents for Insurance Workflows

Let your team focus on relationships, not paperwork. Our AI Agents handle the repetitive insurance operations like COIs to submissions and SOV mapping.

Spend more time advising your customers

Expand your agency without adding headcount

How it works

How it works

Forward a request

No portals. No switching tabs. Just forward an email or trigger from your AMS.

Forward a request

No portals. No switching tabs. Just forward an email or trigger from your AMS.

Let Acolite handle the rest

Documents get generated. Data filled. Tasks completed behind the scenes.

Let Acolite handle the rest

Documents get generated. Data filled. Tasks completed behind the scenes.

Stay focused on people

Spend time with clients not filling forms or chasing submissions.

Stay focused on people

Spend time with clients not filling forms or chasing submissions.

Forward a request

No portals. No switching tabs. Just forward an email or trigger from your AMS.

Let Acolite handle the rest

Documents get generated. Data filled. Tasks completed behind the scenes.

Stay focused on people

Spend time with clients not filling forms or chasing submissions.

Flexibility

Flexibility

Flexibility

Scale your agency without adding headcount

Delegate any work to Acolite's AI teammates instead of relying on virtual assistants. Forward a request to us, and we can issue COIs, submit to carriers, and map SOVs.

ESG scorecard interface with 80% rating and green progress bar, labeled “Run AI”
ESG scorecard interface with 80% rating and green progress bar, labeled “Run AI”
ESG scorecard interface with 80% rating and green progress bar, labeled “Run AI”

Ready to Use

Ready to Use

Ready to Use

Key Workflows in Action

01

01

COIs Without Back-and-Forth
COIs Without Back-and-Forth

Reading COI request email

Going into the AMS to check policy

Comparing policy vs request

Issuing certificate from AMS

Emailing certificate back

Reading COI request email

Going into the AMS to check policy

Comparing policy vs request

Issuing certificate from AMS

Emailing certificate back

Reading COI request email

Going into the AMS to check policy

Comparing policy vs request

Issuing certificate from AMS

Emailing certificate back

02

02

Automated Carrier Submissions
Automated Carrier Submissions

Insured

Titan Logistics Group

Policy type

Commercial Auto Liability

Submit

Submit

Vehicles

1

9

Insured

Titan Logistics Group

Policy type

Commercial Auto Liability

Submit

Submit

Vehicles

1

9

Insured

Titan Logistics Group

Policy type

Commercial Auto Liability

Submit

Submit

Vehicles

1

9

03

03

Statement of Value (SOV) Mapping
Statement of Value (SOV) Mapping

Integrations

Integrations

Integrations

Our AI works with all Agency Management Systems, just like your CSR

Agents read emails, complete forms, update the AMS, nudge underwriters and clients — reliably, invisibly. No bots in front of your customers — just work getting done behind the scenes.

Applied Epic

Manage policy workflows and documents in one place

Applied Epic

Manage policy workflows and documents in one place

AMS360

Organize, sync, and store insurance files centrally

AMS360

Organize, sync, and store insurance files centrally

Outlook / Gmail

Convert emails into tasks with real‑time tracking

Outlook / Gmail

Convert emails into tasks with real‑time tracking

EZLinx

Sync messages and update statuses automatically

EZLinx

Sync messages and update statuses automatically

Applied Epic

Manage policy workflows and documents in one place

AMS360

Organize, sync, and store insurance files centrally

Outlook / Gmail

Convert emails into tasks with real‑time tracking

EZLinx

Sync messages and update statuses automatically

Sync account context across tasks

Acolite Agents remember the insured’s information. As the workflow moves—from intake → ACORDs → market submission → proposal—your data and documents stay in sync.

Syncing policy data...

AI-powered shortcuts

Client Info

ACORDs

Endorsements

Syncing policy data...

AI-powered shortcuts

Client Info

ACORDs

Endorsements

Spend 80% less time on manual tasks

Just forward your request to Acolite and we take care of the rest! From updating your AMS, generating COIs, marketing the risk, or replying to emails. Our AI learns and adapts.

Delegate manual tasks

Anvil Assistant

80% less time, zero stress

Submit

Submit

AI Coworker

Delegate manual tasks

Anvil Assistant

80% less time, zero stress

Submit

Submit

AI Coworker

Sync account context across tasks

Acolite Agents remember the insured’s information. As the workflow moves—from intake → ACORDs → market submission → proposal—your data and documents stay in sync.

Syncing policy data...

AI-powered shortcuts

Client Info

ACORDs

Endorsements

Spend 80% less time on manual tasks

Just forward your request to Acolite and we take care of the rest! From updating your AMS, generating COIs, marketing the risk, or replying to emails. Our AI learns and adapts.

Delegate manual tasks

Anvil Assistant

80% less time, zero stress

Submit

Submit

AI Coworker

Save hundreds of hours across renewals, submittals, and servicing

Acolite automates the repetitive, manual steps that slow down your brokerage — from data entry and follow-ups to document prep and filing.

Save hundreds of hours across renewals, submittals, and servicing

Acolite automates the repetitive, manual steps that slow down your brokerage — from data entry and follow-ups to document prep and filing.

FAQ

FAQ

FAQ

Everything You Need to Know, All in One Place

Discover clear answers to the most common questions producers ask about Acolite — from security and compliance to onboarding and ROI.

What are Acolite Agents?

What are Acolite Agents?

What are Acolite Agents?

Which systems do you integrate with?

Which systems do you integrate with?

Which systems do you integrate with?

How secure is the platform?

How secure is the platform?

How secure is the platform?

What workflows can we build with Acolite?

What workflows can we build with Acolite?

What workflows can we build with Acolite?

Do you replace our AMS or enrollment tools?

Do you replace our AMS or enrollment tools?

Do you replace our AMS or enrollment tools?