Talk to an AI architectBook a free AI assessment
AgentsWorkflowsService DeskAnalytics
AI Agent DevelopmentAI Development CompanyAI Automation AgencyConversational AIGenerative AI ConsultingAnswer Engine OptimizationAI SEO AgencyAI Agents for Marketing
AI agents for businessHow to become AI-nativeBuild vs buy AI agentsAI agents vs chatbotsAI agent development costAI agent glossaryTop AI agent companiesFounders Grit podcastBlog
IntegrationsBlogCareersBook a free AI assessment
ai automation for insurance brokerages

AI automation for insurance brokerages, human-gated on bind.

Gaper builds and deploys supervised AI agents that move submissions, quotes, and servicing through your brokerage faster. Every bind, endorsement, and money-moving step stays behind a human approval gate, with traces and a runbook your team owns.

Book a free AI assessmentWhat is an AI agent?
Map the workflowBuild the supervised agentSandbox, verify, go live
gaper · opportunity map
Support triage92
Invoice processing84
Lead enrichment71
Report drafting58
ranked by ROI × feasibilityship #1 first
In one sentence

AI automation for insurance brokerages is supervised software agents that read submissions, structure ACORD and carrier data, draft quotes, and handle servicing requests across a brokerage's existing systems. Routine work runs automatically; binding, endorsements, and money movement stay behind human approval gates with full audit trails.

ProductionNot another demo
Model-agnostic
In your cloudYour auth, your data
You own itCode, evals, runbook
Why this matters

Brokerages drown in submission intake, ACORD forms, carrier portals, and endorsement requests, while the steps that carry real risk, bind and money movement, demand a person every time. The gap is automating the repetitive 80 percent without ever automating the decision that exposes the firm.

Production filter
  • Does it touch real systems?
  • Can the outcome be measured?
  • Where does human approval stay?
  • Who owns it after launch?
Free AI assessment

Book a free assessment. We will identify one high-leverage workflow, make the build-vs-buy call, and scope the smallest production release.

Map your first production agent
How we work

From strategy to production, owned by your team.

  1. 01

    Map the workflow

    We start from the documents, SOPs, portals, inboxes, and spreadsheets your team already uses, then turn the repeatable path into an agent workflow map.

  2. 02

    Build the supervised agent

    We build on OpenAI, Claude, Gemini, or the right model for the job, with evals, guardrails, citations, and human approval gates where risk matters.

  3. 03

    Connect the stack

    The agent gets the data layer, APIs, MCP tools, auth, and write-backs it needs to finish work inside your systems, not beside them.

  4. 04

    Sandbox, verify, go live

    We launch in a sandbox, verify every run, then move into supervised production with traces, rollback, and an owner.

What we build

Agents wired into the systems you already run.

Submission intake

Agents read emailed submissions, ACORD forms, loss runs, and attachments, then extract and structure the data into your AMS or broker management system.

Quote preparation

Agents pull from carrier appetite, prefill applications, and assemble side-by-side quote comparisons for a producer to review and send.

Carrier portal work

Agents navigate carrier portals and APIs to rate, requote, and retrieve documents, finishing the repetitive keying your team does by hand today.

Servicing requests

Agents triage certificates of insurance, ID cards, and routine policy questions, drafting responses and routing anything that needs judgment to a human.

Endorsement processing

Agents prepare endorsement and change requests with the supporting data assembled, then hold at a human gate before anything binds.

Renewal prep

Agents flag upcoming renewals, gather updated exposures, and stage the remarket so producers walk into the conversation ready.

The bind stays human, always

Routine intake, rating, and servicing run automatically. Anything that binds coverage, issues an endorsement, or moves money pauses at an approval gate where a licensed person reviews and confirms before the action happens.

  • Approval gates on bind, endorsements, and payments
  • Every agent run traced and auditable
  • Clear escalation paths to a producer or CSR
Release gate
  1. 01Eval suiteknown + edge casespass
  2. 02Policy checkguardrails enforcedpass
  3. 03Human fallbacklow-confidence routedhold
  4. 04Releaseshipped to prodlive

p95 latency 1.2s

eval pass 12/12

rollback ready

Built into your AMS, not beside it

We deploy where your brokerage already works: your management system, your carrier connections, your cloud and auth. The agent inherits your security posture instead of becoming another portal your team has to check.

  • Runs in your cloud on your data and auth
  • Wired into your AMS, carriers, and email
  • SSO, RBAC, and full audit logging
Deploy target
OpenAIOpenAIClaudeClaudeGeminiGeminiSalesforceSalesforceSnowflakeSnowflakePostgresPostgres
SSORBACAudit logCloud

You own the system at handover

A forward-deployed team builds alongside yours and hands over the code, the evals, and a runbook. No black box, no portal you rent forever, no workflow trapped outside your firm.

  • Clean, documented codebase you keep
  • Evals that gate every release
  • Runbook and knowledge transfer at go-live
Handover state
handoff packageCode, runbook, evals, dashboard
owned by your team
Source repoRunbookEval suiteOwner training

Access your auth

Data your environment

Ops monitor or handoff

Model and stack agnostic
OpenAIClaudeGeminiMCPYour APIsSnowflakeSalesforcePostgres
FAQ

Questions buyers ask us.

What can Gaper automate in a brokerage without touching the bind?+
Submission intake, ACORD and loss-run extraction, application prefill, carrier portal rating, quote comparison, certificate and ID card issuance, and routine servicing replies. Binding, endorsements, and money movement always pause at a human approval gate before the action executes.
How does the human approval gate work?+
The agent does the preparation, assembles the data, and stages the action, then stops. A licensed producer or CSR reviews the staged action in your system and confirms it. Nothing binds, endorses, or moves money until a person approves. Every step is logged.
Where does it run, and is our client data safe?+
It deploys inside your cloud on your data and auth, with SSO, RBAC, PII handling, and full audit trails. Your insured and carrier data stays inside your boundary, and you decide what is retained.
How fast can a brokerage go live, and who owns it after?+
A first scoped workflow, like submission intake, can run in a sandbox in as little as 24 hours, with supervised production timed to your integration and compliance needs. At handover you own the code, evals, and runbook; we can also run it under an SLA.
See what operators from other companies think about AI Agents:
Learn more
Keep exploring
Ai Agent Development CompanyAi Agents For BusinessAi Automation Agency
Production AI agents, shipped with an owner

Ready to deploy your first agent?

Book a free 30-minute assessment. We'll map the highest-leverage workflow and scope the smallest thing worth shipping, live in as little as 24 hours.

Build, deploy, runYour cloudYou own the code