AI by industry · Insurance agencies
A dashboard for insurance agencies
A dashboard for an insurance agency shows open quotes by age, renewals coming up by date, customers with one policy who could use more, and requests waiting on staff. It fills in from email and policy documents, so the question “who needs a call today” has a clear answer without a spreadsheet.
Talk through your agency with the person who builds it
A free 30-minute call. You leave knowing which part of your insurance agency to hand to AI first, what we would build, and roughly how long it takes.
Renewals by date
A list of every policy renewing in the next stretch, with the customer’s last conversation and what changed, turns renewals from an obligation into a chance to talk.
Sort by date, then by value. The renewal that is next week and large comes before the one that is next month and small.
Quotes that are stuck
Open quotes sorted by how long they have waited show who needs a follow-up. Producers see their own list.
Westward builds these as custom systems on your own accounts.
Households, not just policies
Seeing everything one family or business holds with you reveals gaps, such as a business with no workers’ compensation conversation yet. A licensed person decides what to offer.
Give each person only the access their job needs, and keep a record of changes.
Picture this
Examples of what it can look like. Illustrations, not clients.
Each morning, a producer opens a list of renewals due soon, quotes waiting for an answer, and certificate requests.
A household view shows auto and home with you, and a note that no one has talked about a life policy.
A manager sees which producers have quotes aging past a week.
The rules that apply, in their own words
“unfair or deceptive acts or practices in or affecting commerce, are hereby declared unlawful.”
“intended for voluntary use and to improve the ability to incorporate trustworthiness considerations into the design, development, use, and evaluation of AI products, services, and systems.”
Sources
- NIST AI Risk Management Framework: The U.S. standards body’s framework for using AI responsibly.
- 15 U.S.C. § 45 (FTC Act, Section 5): The federal ban on unfair or deceptive business practices, ads included.
Talk through your agency with the person who builds it
A free 30-minute call. You leave knowing which part of your insurance agency to hand to AI first, what we would build, and roughly how long it takes.
Questions
Is this better than my agency management system?
It can sit beside it and read from it. Many agencies keep both.
Who sees the data?
Only the people you permit. It lives on accounts you control.
Can it show producer activity?
Yes. You can see calls, quotes and follow-ups per person, if you want that view.
More jobs AI can take on
What Westward builds for this
A dashboard that runs itself: the same job in similar businesses