← All industries
For insurance agencies & brokers

Every quote chased.
Every renewal worked in time.

Quotes go out and go quiet. Renewals lapse because nobody got to them. Service requests pile up on your CSRs. ScendCore's agents work the intake, the follow-up, and the renewal calendar continuously, across phone, SMS, and email, and hand every coverage decision to a licensed human.

Your producers keep the advice. The agent does the chasing.

Live · commercial lines desk
SO
Inbound call answered
Existing insured, COI request — routed to service queue
MK
Quote followed up, 3rd touch
GL + property submission sent 9 days ago, no reply
AL
Renewal flagged, 63 days out
Loss history changed — producer review requested
RL
Dormant prospect re-engaged
Declined last year, renewal date now approaching
HeldCoverage advice routed to a licensed producer.
Where we are today

Agencies and brokers now. The rest as the platform deepens.

We’d rather tell you exactly what is live than sell you a roadmap.

Live today
Agencies

Personal and commercial lines. Quote intake, renewals, service, and new business.

Live today
Brokers

Submission chasing across markets, renewal calendars, and client servicing.

Roadmap
Carriers & MGAs

Deeper underwriting and appointment workflows as the platform matures.

Roadmap
Claims

FNOL intake is live; full claims handling is not. We will say when it is.

Your workflow, not a generic one

Five places the work stalls.

ScendCore runs each one continuously, in your terminology, inside your rules.

01
New business intake

Calls, forms, and referrals captured and qualified the moment they arrive, at any hour.

Receptionist · Sophie
02
Quote & submission chasing

Every quote followed up until it is bound, declined, or handed back to the producer.

Sales · Mark
03
Renewal calendar

Worked from 90, 60, and 30 days out, so nothing lapses because the month got busy.

Customer Service · Alex
04
Service & COI requests

Routine servicing handled; anything touching coverage escalated with context.

Customer Service · Alex
05
Round out & revival

Monoline accounts and last year’s declines re-approached on a schedule.

Marketing · Riley
The licensing boundary

The agent gathers. A licensed human advises.

In insurance this line matters more than capability. We draw it explicitly, per capability, and route anything on the wrong side of it to a named person with the full context attached.

The agent handles
Always a licensed human
Collecting risk information and documents
Recommending coverage or limits
Chasing an outstanding quote or submission
Binding coverage
Flagging a renewal and gathering updates
Approving remarketing or a coverage change
Answering process and status questions
Interpreting policy language for an insured
Capturing first notice of loss details
Any coverage determination on a claim
Shadow before liveApproval routing per capabilityEvery action loggedRole-based accessProducer named on every escalation
What changes

Same book of business.
Fewer things dropped.

Today
With ScendCore
Quotes sent, then silence until someone remembers
Followed up to a decision, every time
Renewals worked in the last two weeks, if at all
Worked from 90 days out on a schedule
After-hours calls hit voicemail
Answered, qualified, and routed
CSRs buried in COI and status requests
Routine servicing handled, exceptions escalated
Last year’s declines never revisited
Re-approached ahead of their renewal date
The AMS is updated whenever there is time
Current after every interaction
Works with your stack

It sits above your AMS, not instead of it.

Your AMS stays the system of record. ScendCore reads from it, works the activity, and writes back.

Connected today
SalesforceHubSpotGmailOutlookGoogle CalendarOutlook CalendarTwilio (voice / SMS)SlackDocuSignPandaDocStripeZapierWebhooksCSV upload
AMS adapters — roadmap, demand-led
Applied EpicAMS360EZLynxHawkSoftQQCatalystNowCerts

Native AMS adapters are prioritized by customer demand. Today, connect any AMS that exposes an API or accepts a JSON POST via webhook, or batch-sync by CSV. Tell us which one you run and we'll confirm the path on the call.

See it run a renewal month.

We'll set it up against a realistic version of your book and show you the quote chasing, the renewal calendar, and where a producer gets pulled in.

Get a Live Demo

ScendCore is not just another AI assistant. It gives us a governed AI execution layer that can follow up, route work, surface what needs attention, and keep humans in control.

Victor Tanko
Victor Tanko
CEO, CloudAccess
$240k
recovered from quotes that had gone quiet
An insurance agency
Questions from agency principals

The ones that actually decide it.

Will it give coverage advice to my insureds?+

No. That boundary is drawn explicitly and enforced per capability. The agent gathers information, chases outstanding items, and answers process and status questions. Anything that constitutes advice, interpretation, or binding routes to a licensed producer with the full context attached.

How does this sit with our E&O exposure?+

Every action the agent takes is logged with its reason and outcome, so there is a record of what was said and when. Advice-adjacent capabilities stay in Suggest or Review, meaning a licensed human approves before anything goes out. You decide where each line sits.

Does it work with our agency management system?+

It sits above your AMS rather than replacing it. Native adapters for Applied Epic, AMS360, EZLynx, HawkSoft, QQCatalyst, and NowCerts are on the roadmap and prioritized by demand. Today you connect via webhook (any AMS with an API or that accepts a JSON POST) or CSV batch sync. Tell us which you run and we will confirm the path on the call.

Personal lines, commercial lines, or both?+

Both. The workflow differs — personal lines is higher volume and shorter cycle; commercial is submission-heavy with longer chasing windows, and we configure the cadence and terminology for your book at onboarding.

What about carriers, MGAs, and claims?+

Agencies and brokers are live today. FNOL intake is live. Full carrier, MGA, and claims-handling workflows are on the roadmap, and we would rather tell you that plainly than imply coverage we do not have yet.

How fast could we be live?+

Typically about a week after scoping, with free 14-day onboarding support after setup. For a simple personal-lines desk it can be the same day. Every agent starts in shadow, so you watch it decide before it acts.

Stop losing premium
you already quoted.

Twenty minutes, on a realistic version of your book. No commitment.

Get a Live Demo
ScendCore for Insurance — every quote chased, every renewal in time | ScendCore