Sort new email with AINew messages get an AI priority, summary and suggested reply as they arrive. Runs in the background on every sync. Read text messages with AINew texts get what email gets: a priority, a short summary, and a suggested reply you can send from Communications. Service requests, new leads, and follow-ups from texts appear in AI Suggestions under their own switches. Nothing is sent without you. Daily AI briefOnce a day the AI Brief on the dashboard is written by AI from your tasks, renewals, signatures and at-risk clients. Summarize calls with AICalls and voicemails with a transcript get a short AI summary when they are filed to the client, and older calls get a Summarize with AI button. With follow-up suggestions on, requests heard on a call are suggested as tasks. Suggest follow-up tasks from emailWhen AI sorts new email, it also suggests a task for messages that ask the agency to do something. Needs email sorting on. Renewal reviewsOnce a day, for renewals within 90 days that went up 10% or more, AI suggests whether to remarket and drafts an email to the client. Start Re-quote loads the client into the Bridge with the current carrier left out, and the quote email compares the results with the renewal. Coverage gap reviewsOnce a day, for up to 3 households with a coverage gap in the client file (Coverage A below the RCE estimate, no umbrella with home and auto, low auto liability limits, rejected uninsured motorist, a flood zone without flood coverage, or no water backup), AI suggests a coverage review and drafts an email to the client. Gaps always show on the Client Snapshot. Win back canceled clientsOnce a day, for up to 3 clients canceled in the last 60 days, AI drafts a friendly offer to re-shop their coverage and suggests a call. Start Re-quote loads the Bridge with the old carrier left out. Carrier non-renewal notices also get Start Re-quote. Explain quote differencesWhen the client quote email is prepared from the Bridge, AI reads the attached quote PDFs and adds a short "How they compare" section explaining in plain words why the prices differ (deductibles, coverage limits, roof terms). You review the draft before sending. Cross-sell suggestionsOnce a day, AI picks households missing a common coverage (such as home without auto) and drafts a quote offer. Update policies from carrier emailWhen a carrier emails about a policy (bound, declarations, renewal offer, cancellation or non-pay notice, reinstatement), AI finds the client by policy number or insured name and suggests the change. Urgent notices also get a task. Nothing changes until someone clicks Apply update. Triage new leadsWhen someone who is not a client emails asking for a quote, AI suggests the producer with the fewest open quotes, a call task due within your new-lead time, a first reply to review, and Start Quote. With "Create follow-up tasks on its own" on, the call task is created and assigned automatically. Handle service requests from clientsWhen a client emails for proof of insurance, ID cards, a mortgagee change or a vehicle or driver change, AI suggests a service task and a reply with the matching document from the client file attached. The reply is only sent when someone clicks Send. Follow up when clients go quietOnce a day, for quote cards waiting on the client (Waiting on Insured, Awaiting Signature, or Awaiting Payment) for 3 days or more, AI drafts a follow-up email that names exactly what is still missing. It repeats every 7 days and skips clients who have emailed since. Drafts are only sent when someone sends them. Client portal policy assistantClients signed in to your portal can ask questions about their policy. AI answers only from the policy details the portal shows them (coverages, deductibles, dates, carrier). Anything else, like whether a loss is covered, changes, claims, or payments, is sent to you as a portal message. Life events from email and textsWhen a client's email or text mentions a new car, a teen driver, a wedding, a new baby, a new home, a move, a boat or RV, a new business, or retirement, suggests the coverage that fits, with a congratulations message for you to review and send. Carrier fit checkOn Quote / Bridge, Check Carrier Fit reads the home's facts against the underwriting guides you uploaded to Agency AI and flags carriers likely to decline, quoting the guide. A carrier with no guide on file is marked as such. Nothing is unchecked unless you choose to. Storm responseWhen the National Weather Service puts a hurricane or tropical storm watch or warning on Florida counties, suggests a prep message to your clients there, and a check-in with claim help after the storm passes. Uses the county on each client's file. You review the email and every recipient before anything is sent. Nonrenewal rescueWhen a carrier email says a client is being nonrenewed or canceled, tracks it until the client is placed with a new carrier: a message to the client, a reminder to start the re-quote, and louder reminders at 30 and 14 days before the date. Needs Carrier notices from email. Thank-you and referral requestsAbout a month after a new policy is bound, suggests a thank-you that asks for referrals and, when your Google Review Link is set in Agency Profile, a review. Skips clients with a recent claim, a past-due invoice, or No outreach. Never offers incentives. You review and send each one. My Day plan for each agentEach morning, the dashboard shows the signed-in agent their own plan: up to 10 of their tasks, stalled quotes, renewals, and waiting suggestions in a sensible order, each with a short reason. Quote follow-upsWhen a prospect has not decided on quotes you sent, suggests a follow-up at 5, 12, and 25 days: AI drafts an email and a text in their language with the lowest price and the comparison PDF attached to the email. You review and send. Annual review packetsAbout 45 days before a renewal, suggests an annual review packet: an agency-branded PDF in the client's language with their coverages in plain words, what changed this year, coverage gaps to consider, and questions to ask. Make one any time from the client's Policy Overview. Nothing is sent without you. Mortgage closing paperworkWhen a lender, broker, processor, or title company asks for evidence of insurance, a mortgagee change, or a binder for a closing, AI reads the request. You review the policy facts and their mortgagee clause, make an agency-branded Evidence of Insurance PDF, and reply with it attached. A binder request becomes a task. Nothing is sent without you. Wind mitigation credit checkWhen a wind mitigation report (OIR-B1-1802) is added to a client file, AI reads the answers that drive Florida wind credits and flags the credit features to confirm with the carrier, a roof shape that does not match the file, and a report older than 5 years. Underwriting document chaserWhen a carrier asks for a 4-point, wind mitigation report, roof certification, or signed application, Track Documents adds them to the client file with the deadline. Reminders to the client are suggested 14, 7, and 3 days out, a passed deadline is flagged for you, and uploading the document marks it received. Nothing is sent without you. Weekly producer coachingFor owners and managers: once a week, each producer's open and stalled quotes, how many quotes they bound in the last 90 days, and premium against their monthly goal, with two or three AI suggestions each. Producers do not see it. Past-due payment remindersFor each overdue invoice, suggests a reminder at the right stage: friendly after the due date, firmer after a week, final after three weeks. AI drafts an email and a text; you review and choose how to send. Never threatens collections or cancellation, and nothing is sent automatically. Seasonal outreach campaignsSuggests campaigns when they fit the season: hurricane prep for homeowners, flood offers to homes without flood, roof-age checks, and new teen drivers. AI drafts the email; you review it and the recipient list, and nothing is sent until you select Send. Clients marked No outreach are never included. Recognize reported claimsWhen a client reports a loss by email or text, AI pulls out what happened, when, where, and what is still needed. Log Claim records it in the client file with the carrier and policy number and sets up the follow-up tasks. Nothing is reported to a carrier and nothing is sent. Weekly E&O file checkOnce a week, checks every client with a policy in force for a dec page, a signed application, a signed flood rejection when there is no flood policy, and a signed UM/UIM rejection when it was turned down. Each gap becomes a suggestion with a task, and the client file shows an E&O line. Uses rules, so it costs no AI. Weekly client cleanupOnce a week, looks for duplicate client files, clients missing an email or phone, and addresses that do not line up. Duplicates come with Review Merge, which shows both files side by side first and can be undone. Uses simple rules, so it costs no AI. Client summary with AIWhen a client file is opened, AI adds a two-sentence summary and a suggested next step to the Client Snapshot. It is saved with the client and only rewritten when the client's tasks, email, contact, renewal or missing items change, or after a day. Brief me on incoming callsWhen a call opens a client file through the Lightspeed call pop, the banner at the top lists what is open on the client. With this on, AI adds the likely reason for the call and up to three talking points. Prepare signature packets automaticallyWhen a quote card moves to Awaiting Signature, the packet is filled in: the newest Application to Sign in the client file (or the PDF of the quote the client chose), the agency's packet template for the product, and signature spots found on the document. A suggestion asks someone to review and send it. Once the client signs, the card moves to Awaiting Payment. Recognize documents added to a clientWhen a document is added to a client file, AI reads it, sets the document type, and suggests updates to the policy record (number, carrier, dates, premium) for someone to apply. Create follow-up tasks on its ownWhen AI is at least as confident as the review threshold below, it creates the follow-up task instead of suggesting it. Needs follow-up suggestions on. File client email automaticallyEvery inbox email from an address that matches a client is saved to that client's record on each sync, including email already in the inbox. Each one can be undone from the dashboard. AI draftsDraft insured updates from tasks, suggested email replies, and replies to client portal messages. Drafts are never sent without a person. Share the open client with the AI HelperLets the AI Helper see the client file you are working in when you ask it a question.