AI for insurance agencies

Managed AI for independent P&C, life, health, and Medicare agencies. We wire AMS360, Applied Epic, Agency Zoom, your CRM, and email into one AI system that actually moves quotes, renewals, and certificates forward — not just chats about them.

What changes for your agency

• Renewal preparation — Mammoth pulls policy history, drafts renewal letters, flags coverage gaps, schedules calls
• Quote intake — incoming inquiries parsed, prefilled into your AMS, routed to the right CSR
• COI generation — certificate requests handled in minutes, not days
• Carrier downloads triage — endorsements, audits, cancellations sorted and assigned
• Medicare AEP campaigns — drip outreach, eligibility checks, appointment booking

Why agencies choose Mammoth-dev

• State-DOI aware — disclosure rules, replacement notices, suitability requirements baked into workflows
• Carrier-system integrations — AMS360, Applied Epic, EZLynx, Hawksoft, QQCatalyst, Agency Matrix
• SOC 2 Type I — Type II in audit 2026; full DPAs
• No training on PHI / PII — contractual with every AI provider
• Small-agency pricing — $497–$2,500/month

Common workflows we build for agencies

1. New business quote intake to bind
2. Renewal-90 / 60 / 30 day cadence with carrier shopping
3. COI batch generation for commercial accounts
4. Medicare AEP outreach automation (compliant)
5. Claim status check and client updates
6. Producer onboarding and licensing checklists

Book a 15-minute intro call · See pricing · Calculate your agency's savings