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Your Producers Spend More Time on Paperwork Than on Clients

Quoting takes days. Renewals get discovered at the 30-day mark. Policy comparisons mean reading 40-page documents line by line. DxLogic builds AI workflows that handle the administrative load — so your team can focus on selling and serving.

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60%
Faster Quoting
Zero
Missed Renewals
60 days
First Workflow Live
01
Document Arrives
02
AI Extracts & Validates
03
Routed & Done

AI Workflows We Build for Insurance Agencies

Purpose-built automation for independent agencies, multi-line operations, and MGA/MGU teams.

Policy Document Comparison

AI reads policy documents from multiple carriers, extracts coverage terms, limits, exclusions, and endorsements, and generates side-by-side comparison matrices. Your producers stop manually reading 40-page policies to find the differences.

70% faster policy review
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Quote Generation Accelerator

AI pre-fills carrier quote forms from client applications, routes to appropriate carriers based on appetite, and consolidates responses into comparison sheets. One client intake generates submissions to every eligible carrier — automatically.

3x faster quoting
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Claims Intake Processor

AI processes initial claims reports via phone transcripts, email, or web forms. Classifies by line of business and severity, extracts key details, and routes to the appropriate adjuster or carrier. No more 20-minute intake calls with manual data entry.

Same-day claims routing
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Renewal Processing Automation

AI extracts renewal terms 90 days out, compares against the expiring policy, flags coverage changes and rate increases, and drafts renewal proposals for producer review. No more scrambling at the 30-day mark.

Zero missed renewals
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Compliance Documentation Generator

AI generates E&O documentation, surplus lines filings, and state-specific compliance documents. Tracks filing deadlines across jurisdictions. Your compliance work happens automatically instead of in a last-minute panic.

80% less compliance time
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Client Communication Automation

AI drafts personalized policy reviews, coverage gap analyses, and proactive check-ins based on client profiles, life events, and policy milestones. Every client gets the attention your top 20 accounts get today.

2x client touchpoints
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Results from Agencies Like Yours

How insurance agencies eliminated manual bottlenecks and saw measurable ROI.

Case Study
From 3-Day Quotes to Same-Day — 22% Better Client Retention
An independent agency processing 2,000+ policies annually was losing clients to competitors who quoted faster. Producers spent hours manually pulling data from client files, re-keying it into carrier portals, and waiting for responses. By the time the quote package was ready, the prospect had already committed elsewhere. DxLogic built a quoting workflow that pre-fills carrier applications from client data, routes submissions based on carrier appetite, and consolidates responses into a single comparison sheet. Quote turnaround dropped from 3 days to same-day. Client retention improved 22% in the first year.
3x Faster Quoting | 22% Better Retention
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Built for Teams Running These Operations

If any of these describe your day-to-day, we built this for you.

Independent Agencies (5-25 Agents)

Your CSRs spend 60% of their day on paperwork. Your producers can't quote fast enough. You're losing accounts to agencies that respond in hours while you take days. You need AI that handles the administrative load so your team can focus on relationships and selling.

Multi-Line Agencies

You write P&C, life, health, benefits — each with different carriers, forms, and compliance requirements. Each line has its own workflow. AI connects them so your team isn't switching between 8 carrier portals per client. One intake, all lines covered.

MGA/MGU Operations

You're processing 500+ submissions per month. Manual underwriting triage is the bottleneck. AI classifies submissions, extracts risk data, and routes by appetite so your underwriters focus on decisions, not data entry. Volume scales without adding headcount.

Common Questions About AI Workflows for Insurance

Does this integrate with our AMS (Applied/Hawksoft/EZLynx)?
We don't replace your agency management system. We build on top of it. The AI reads data from your AMS, processes it, and writes back. If your AMS has an API — and Applied Epic, Hawksoft, EZLynx, and AMS360 all do — we connect directly. If it doesn't, we work with exports and imports. Your team keeps using the system they know. The AI handles the work between systems that nobody wants to do manually.
We're regulated. Is this compliant?
Insurance is one of the most regulated industries we work in, right behind healthcare. Every workflow includes audit trails, version control, and human-in-the-loop review. The AI drafts the compliance filing — your compliance officer reviews and submits it. The AI flags the renewal — your producer decides how to handle it. We don't make decisions. We automate the data gathering and document preparation so your licensed staff can focus on the decisions that require their expertise.
Our carriers all have different form requirements. How does AI handle that?
That's exactly the problem we solve. Your producers currently juggle 15-20 carrier portals, each with different applications, different appetite guides, and different submission requirements. The AI learns each carrier's format. It pre-fills applications from your client data, routes submissions to the right carriers based on appetite, and tracks responses across all of them. One client intake, multiple carrier submissions — automatically.
What about E&O exposure? If the AI misses something on a policy comparison, who's liable?
The AI is a tool, not a licensed agent. Every policy comparison, every coverage recommendation, every compliance filing goes through human review before it reaches the client. The AI surfaces the differences between policies — your producer makes the recommendation. This actually reduces E&O exposure because the AI catches coverage gaps that manual review misses. It reads every page of a 40-page policy. Your CSR might not.
We only have 8 agents. Is this worth it at our size?
Eight agents is the sweet spot. You're big enough to have real operational pain — slow quoting, missed renewals, compliance headaches — but not big enough to hire dedicated operations staff. The AI becomes your operations team. The AI Assessment is free. The AI Roadmap is $1,999 flat — and if we can't identify at least $25K in annual savings, the roadmap is free. A typical build runs $25K-$75K. The monthly retainer is $2K-$5K. If the AI saves each agent 5 hours per week on administrative work, that's 40 hours of selling time you just created.
How long until we see results?
First workflow live in 60 days. We start with a 1-week assessment where we map your agency workflows and identify the highest-ROI automation. Then we build in 2-week sprints. Most agencies start with either policy comparison or renewal processing because those have the fastest payback. You'll see measurable time savings within the first 90 days.
Our CSRs are already overwhelmed. Will this add more to their plate?
The opposite. Your CSRs are overwhelmed because they're doing work the AI should handle — re-keying data between systems, manually tracking renewals, assembling policy documents. The AI takes that off their plate. The typical agency CSR spends 60% of their day on administrative tasks. We cut that in half. Your CSRs get to do what they were hired to do — serve clients.
What about data security? We handle sensitive client information.
We build within your infrastructure. Your data stays in your environment. We follow SOC 2 practices and design every workflow with encryption, access controls, and audit trails. We've built workflows for healthcare organizations handling HIPAA-protected data. Insurance client data gets the same level of protection. No client data leaves your environment without your explicit approval.

Stop Losing Accounts to Slow Quoting

Book a free 30-minute AI Assessment. We'll map your agency workflows, identify where manual processes are costing you accounts and hours, and show you the 3 workflows with the highest ROI. No commitment. No generic pitch. Just a clear picture of where your agency is losing business to administrative bottlenecks.

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First workflow live in 60 days. Cancel the retainer with 30 days notice. No lock-in.