Insurance
Renewals & certificates desk
An agency’s revenue is mostly renewals, and renewals are lost quietly — a policy nobody re-marketed, a client who was never reminded, a certificate request that sat for a day while someone was on the phone.
Agencies commonly lose retention not to competitors but to silence, and routine certificate requests eat hours that should go to the accounts worth keeping.
A working prototype with seeded data, built to show the shape of the workflow. It is not connected to a live system, and nothing you press sends anything to anyone.
Renewing in the next 30 days · plus today’s requests
5 items| Account | Renews | Status |
|---|---|---|
Harbourline Logistics Commercial auto · 12 vehicles | 14 days | — |
Northgate Dental Group Property + liability | 21 days | — |
Ashwood Contractors Certificate request · new job site | Today | — |
Fenwick Bakeries Workers’ compensation | 9 days | — |
Rowan Landscaping Claim reported by email · equipment damage | Today | — |
Seeded data · nothing is sent anywhere
- Renewals surfacedauto
Every policy renewing in 60, 30 and 14 days, ranked by premium and risk.
- Client details refreshedauto
Reminders sent in your tone; updated documents requested before re-marketing.
- Carrier quotes gatheredauto
Quotes collected and laid side by side, with the incumbent’s change highlighted.
- Certificates and claims handledauto
Routine certificates issued; claims recognised, filed and routed with the file assembled.
- An agent decides what bindsyou
Nothing is bound, quoted to a client or advised without an agent approving it.
Insurance agencies
What we would build for you
An agency’s revenue is mostly renewals, and renewals are lost quietly: a policy nobody re-marketed, a client who was never reminded, a certificate request that sat for a day while someone was on the phone. We watch the book so nothing sneaks up — surfacing renewals well ahead, collecting what has changed with the client, lining up carrier quotes for comparison, drafting the reminder in your tone, and handling routine certificate requests on their own. Claims come in through one door and get routed with the file assembled. Binding, advice and anything with money on it stays with your agents.
From the blog
- What to Automate With AI First: 8 Business Processes Mapped
Automate first the process that is high-volume, rule-clear, cheap to get wrong and already has its data. Bitvyas maps 8 processes against that test.
Your version of this will look different.
Different queue, different rules, different place where a person steps in. Tell us how your team handles this today and we will tell you what we would automate — or that it is not worth automating yet.