Every mid-term change,
tracked until the carrier confirms it.

1. An insured emails asking to add a vehicle, usually with half the details missing.
2. A CSR opens the policy, works out what the carrier will need, and drafts the request.
3. It goes to the carrier portal or the underwriter, and then it waits.
4. Nobody tracks which requests are unconfirmed, so the insured chases instead.
5. The endorsement comes back and the AMS gets updated, if someone gets to it.

• ✓Change requests read from email and matched to the right policy
• ✓Drafted from the policy record with the details that carrier actually requires
• ✓Submitted to the carrier and chased on a schedule until it is confirmed
• ✓Confirmed changes written back to the AMS with the endorsement attached

~6 hours saved · every week

Request intake

Change requests arriving by email or form are read, matched to the account and policy, and classified by type. Anything ambiguous is held for a person rather than guessed at.

Completeness check

The carrier will bounce a request missing a VIN, a licence number, or a garaging address. Those gaps are caught up front and asked for once, in one email, instead of across a three-day round trip.

Drafting and submission

The request is built from the policy as it stands and submitted the way that carrier accepts changes: portal, endorsement form, or underwriter email. The common change types are the ones we automate first.

Chasing to confirmation

Unconfirmed requests are followed up on a schedule, with a live list of what is still outstanding and how long it has been waiting. The insured stops being the one who chases.

Write-back

When the carrier confirms, the change is written to the AMS, the endorsement document is attached, and the activity is logged, so the policy record reflects the policy.

Monitoring

Carrier portals and endorsement forms change. We catch it from monitoring and push a fix, usually before your team notices a request stalled.

Which endorsement types can you handle?

We start with the high-volume, repeatable ones: adding and removing vehicles and drivers, address and garaging changes, limit and deductible changes, and additional insured requests. Anything requiring underwriting judgement is routed to your team with the context attached.

What happens when a request is ambiguous?

It stops and waits for a person. The system is built to hand off rather than guess, because an endorsement submitted wrong costs far more than one that is an hour late.

Do we have to change AMS or learn new software?

No. We sit on top of the AMS you already run (HawkSoft, NowCerts, AMS360, EZLynx, Applied Epic, QQCatalyst) and automate the steps around it. Your CSRs keep working the way they do now.

Is this just AI? How do we trust it on a policy change?

We use LLMs where they earn their seat, like reading a messy request email. We do not use them where a hallucinated VIN or limit would go to a carrier. Your runbook lists what is AI and what is deterministic, and you approve every category.

How fast can we get started?

Send a Loom on Monday and you watch it run on real change requests that Friday. Month to month, you own everything, cancel anytime.

What does it cost?

It starts free: a 20-minute call and a written automation map of the 3 to 5 workflows worth automating first. Then we build your first automation in 14 days. It costs $2,499 one time. You are charged only if it is live and your team is using it by day 14. If it is not, you pay nothing. After that, the monthly plan is a flat $2,499 a month. The fee does not go up with each workflow, build or carrier. It keeps everything we built running and adds up to 4 new builds a month. $4,499 a month runs two build lanes. Month to month. Pause or cancel any time. You keep everything we built. No per-endorsement charges.

Bring the endorsement queue eating your week.

Twenty minutes, no deck. Show us the task, we tell you whether we can automate it and what it would cost. If the answer is no, we’ll tell you who can.

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