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Delivery + AI for US insurance agencies

Your servicingCOIsAMS migrationsendorsementscarrier appointmentsservicing
handled. You sell.

Insurance-trained teams and AI agents run the work behind the sale, on a dashboard you can audit.

Bring us a problem →See services
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Trusted by

Cognizant EXL Punjab National Bank Covu Renegade Insurance Crystal Clear Insurance Bevel Insurance Latent Insurance Ascend Momentum AMP
The problem

Broking is a relationship business. Servicing runs your day.

01

Servicing eats selling time

Carrier updates, endorsements, certificates and e-sign chasing take producers’ best hours.

02

E&O risk hides in handoffs

Unchecked policies, undocumented calls and missed non-renewals become liability.

03

Renewals leak revenue

Without 90-day prep and remarketing, retention and cross-sell erode every month.

Services

One partner for the work behind the sale.

Teams and AI deployed together, scoped to your AMS and carriers.

⇄

AMS Migrations

Plan, map, cleanse and validate data moving between AMS platforms, so nothing breaks after cut-over.

⊕

M&A Support

Integrate acquired books: data consolidation, carrier transitions and standard workflows.

◎

Servicing Team

Insurance-trained specialists for endorsements, COIs, carrier updates and AMS entry, on your SLAs.

▤

ACORD & Intake Automation

Submissions and ACORDs completed from source documents, without re-keying.

Learn more ↗
≡

Quoting & Underwriting Support

Multi-carrier quoting and submission prep that shortens time to bind.

Learn more ↗
↻

Renewal Management

Summaries, remarketing and 90-day planning that protect retention.

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Products

AI products built from real agency work.

What we learn running operations, we ship as software.

AI workflows

Plu.ai

Configure insurance AI workflows from ready-made building blocks, with human sign-off where you choose.

plu.ai ↗ Talent

TalentAutomate

License-verified, background-checked insurance talent, ready to hire on demand.

talentautomate.com ↗ Platform

CountyRMS

A product by Assuretrac.

countyrms.assuretrac.com ↗ Bot

Carrier Statements Bot

Carrier statements pulled and processed automatically, with no manual keying.

Learn more ↗ Bot

Carrier Appointment Bot

Gets your agents appointed with carriers through your agency, faster and fully tracked.

Learn more ↗

Need something custom?

Bring us the workflow. We’ll scope it in a 30-minute call.

Book a call ↗
How we work

No black boxes. A process you can audit.

Understand

Map your goals, book and every workflow before touching anything.

Design

Workflows, automation and team shaped around your AMS and carriers.

Deploy

Specialists and AI go live together, with free onboarding and clear SLAs.

Measure

Live dashboards track every task. We review ROI with you and keep tuning.

Client stories

Hear it from the agencies.

I was always busy with servicing. Assuretrac analyzed my workflows, removed the bottlenecks and freed my schedule to meet new customers.
Prosperity North AdvisorsAgency Owner · Arizona
I wanted a virtual assistant but was skeptical about coordination. Assuretrac made it seamless. I finally have time to sell again.
Chris JorgeInsurance Advisor
Assuretrac deeply understands the insurance tech ecosystem and insurance operations.
Harsha PatnamProduct Leader · Ex-Quantum, Ex-EZLynx

Bring us your hardest problem.

A 30-minute call on where your hours go, where risk hides, and what we’d fix first.

Free trialFree onboardingNo commitment
Book a call →