AI Workflow Systems for Agency Operations
Prome Solutions builds AI workflow systems for insurance agencies and brokerages that move submissions, renewals, certificates, endorsements, and client requests across the agency management system (AMS), carrier portals, and email.
The agent pulls policy details and prepares drafts. A licensed account manager reviews them and issues certificates. The agent does not quote, bind, or advise on coverage.
Your team approves anything that goes to a carrier or a client.
The handoffs your team already runs.
These are the recurring workflows we see in this industry. We start with one and turn it into a running system.
- submission intake
- ACORD form preparation
- loss run requests
- certificate requests
- endorsement requests
- renewal preparation
- policy checking for account manager review
- client service calls
- AMS record updates
The service lanes for this industry.
Start with the three that fit insurance agencies and brokerages best. All six run on the same agent layer, so a lane can join when a workflow needs it.
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Best fit Cross-Tool Operations
Workflow Agents
Move submissions, renewals, and service requests across the AMS, carrier portals, email, and accounting.
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Best fit Structured Document Intelligence
Document Agents
Read ACORD forms, loss runs, policies, endorsements, and certificates, and check them against the AMS record.
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Best fit Phone calls into system records
Voice Agents
Answer service calls about certificates and billing, and log the request in the AMS. Calls about coverage or policy changes go to a licensed account manager.
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Custom Operational Software
Internal AI Systems
Custom CRM, ERP, dashboard, portal, and admin systems with agents built into the workflow.
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RFP and tender responses
Proposal Agents
Agents that read RFPs and tenders, draft responses and compliance matrices from past proposals and company content, and route them for review and approval.
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Run and fix existing agents
Agent Operations
We take over AI agents and automations that someone else built, then monitor, fix, and improve them on a monthly retainer.
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What the first pilot looks like.
The best first project is one workflow your team already runs. Here is one example, end to end.
Start with one service request workflow.
One loop. A person stays in the loop wherever a decision needs sign-off.
- 01
A client emails a certificate request.
- 02
The agent reads the request and the certificate holder details.
- 03
It pulls the policy details from the AMS.
- 04
It drafts the certificate.
- 05
A licensed account manager reviews the draft.
- 06
The account manager issues the certificate, and the agent logs the activity.
Start with one service request workflow.
Bring one workflow that moves between your AMS, carrier portals, and inbox. We map it and define a possible 30-day pilot.