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ai automation for insurance brokerages

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

Gaper builds and deploys supervised AI agents that run brokerage submissions, quoting, and servicing inside your AMS and carrier portals. Agents do the intake and the legwork; a licensed human approves anything that binds.

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 the use of supervised AI agents to run submissions, quoting, and policy servicing inside an agency's existing systems. The agents handle intake, data entry, and carrier legwork, while a licensed human approves every binding action, endorsement, or coverage change.

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

Producers and CSRs lose hours re-keying ACORD forms, chasing carrier portals, and triaging service email, while a quote left waiting is a quote a competitor wins. The slow, repeatable work is exactly what an agent should carry.

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 & ACORD

Agents read email, loss runs, and applications, extract the fields, and assemble clean ACORD submissions ready for carrier upload.

Quote orchestration

The agent pushes submissions across carrier portals and rating tools, gathers quotes, and lays them side by side for the producer to choose.

Policy servicing & endorsements

Certificates, endorsement requests, and routine service tickets get drafted and routed, with the binding step held for a licensed human.

Renewals & remarketing

Agents flag upcoming renewals, pull updated exposures, and prep remarketing packages so nothing lapses or slips past the date.

AMS & carrier integration

Wired into your AMS, rater, and carrier portals via APIs and MCP, so the agent writes back to the system of record, not a side spreadsheet.

Compliance & audit trail

Every run is traced and logged: who saw what, what the agent did, and where a human signed off, ready for E&O and carrier audits.

The bind is always a human decision

The agent does the intake, the data entry, and the carrier legwork. It never binds, endorses, or changes coverage on its own. A licensed person reviews and approves the consequential step, and the agent records that approval in the audit trail.

  • Approval gate on every binding action
  • Endorsements and coverage changes held for a licensed human
  • Sign-off captured in the run record
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

Runs inside your AMS and your boundary

We deploy into your stack, your cloud, your auth, against the AMS, rater, and carrier portals you already use. Client and policy data stays inside your boundary, and the agent inherits your security posture instead of widening it.

  • Deployed in your cloud with SSO and RBAC
  • Writes back to the AMS as system of record
  • PII handling and audit logging for E&O
Deploy target
OpenAIOpenAIClaudeClaudeGeminiGeminiSalesforceSalesforceSnowflakeSnowflakePostgresPostgres
SSORBACAudit logCloud

You own the agent, the evals, and the runbook

A forward-deployed team builds this alongside yours and hands over a system you control: the code, the evals that gate each release, and a runbook your operations lead can follow. No black box, no lock-in.

  • Clean, documented codebase you keep
  • Evals that gate every release before users
  • Runbook and handover, extend it without us
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.

Will the agent bind coverage on its own?+
No. The agent runs submissions, quoting, and servicing legwork, but every binding action, endorsement, and coverage change is held for a licensed human to review and approve. That approval is captured in the audit trail.
Do you staff out insurance developers or producers to my agency?+
No. Gaper is not a staffing or staff-augmentation firm. We build and deploy the AI automation as a working system inside your AMS and carrier portals, then hand it over for your team to own. We do not place or supply people.
Does Gaper build this or just advise, and who owns it after?+
We build and deploy it. You own it. We hand over the code, the evals, and a runbook, and your team can run and extend the system without us. We can also operate it under an SLA if you prefer.
How does this fit our existing AMS and carrier portals?+
The agent is wired into your AMS, rater, and carrier portals through their APIs and MCP, deployed in your cloud on your data and auth. It writes back to the system of record, so submissions and servicing stay in one place. A first scoped build can be live in as little as 24 hours.
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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