Insurance Agency Assistant
Service requests, renewals and certificates for a licensed agency
The Insurance Agency Assistant handles agency service work: answering calls, taking service requests, collecting renewal information, sending certificates the agent approves and booking appointments with licensed staff.
Licensed agents discuss coverage, quote, recommend and bind. The assistant never explains what a policy covers beyond reading approved documents, never recommends coverage and never promises that a claim will be paid.
Supports a licensed professional only — never gives the advice itself.
Serves a licensed insurance agent or broker only. Soliciting, negotiating or advising on insurance requires a licence (Cal. Ins. Code §1631); the assistant never recommends coverage or binds a policy.
Reports to the licensed professional it serves, not to a seat on this org chart.
This seat is built and can be switched on for your business as a free evaluation. It is not for sale and has no price yet. Ask below; a person reviews every request and replies by email. Nothing is charged.
SARA is our AI assistant. Calls are recorded.
Morning: answers calls and takes two address-change requests. Midday: sends renewal questionnaires. Afternoon: books a coverage review with the licensed agent. Daily: service-request log.
- ·Answer calls and take service requests
- ·Collect renewal information
- ·Send agent-approved certificates
- ·Book appointments with licensed staff
- ·Route coverage questions to licensed agents
- ●Service requests logged same day
- ●Renewal info collected before deadline
- ●Coverage questions routed to licensed staff (target: 100%)
- · Independent insurance agencies
- · Captive agents