Insurance Agent Portal

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  1. Insurance Agent Portal
  2. Use Proto with this system
Reference

Put an AI agent to work in Insurance Agent Portal

Ask Proto to prepare agency follow-up and review work for a person to decide.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 6 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Producer: List open opportunities by assigned producer, with due follow-up and expected close dates.
  • Commission Specialist: Gather submitted carrier statements with their related opportunity and evidence.
  • Agency Manager: Summarize failed operation receipts and point to their failure reasons.

What stays with a person

  • A person checks the carrier source, makes the statement decision and resolves disputed amounts.
  • Keep the source revision and reason with a review decision.
  • Proto can prepare a list or explain a linked record, while the assigned team member confirms the action under their access rights.

A person checks the carrier source, makes the statement decision and resolves disputed amounts. Keep the source revision and reason with a review decision. Proto can prepare a list or explain a linked record, while the assigned team member confirms the action under their access rights.

Set up Insurance Agent Portal your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started