Renewal and quote emails
Renewal reminders, quote cover emails and coverage-change notes drafted from your templates, ready for a licensed agent to review.
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Insurance
Renewals, quotes and policy questions — handled in-house.
Agencies run on email, PDFs and follow-ups: renewals, loss runs, applications, certificates. AdminOnsite drafts the emails, summarizes the policies and chases the paperwork, on a computer in your agency rather than in someone else’s cloud.
Policy and dec-page summaries
Long policies, endorsements and declarations pages summarized side by side, with page references to check.
Paperwork chasing
Loss runs, signed applications, driver lists and photos requested and tracked until they arrive.
Inbox triage
Service requests, certificates and claims questions sorted so the urgent ones surface first.
AdminOnsite drafts and summarizes; it doesn’t give coverage advice or bind anything. Your licensed staff stay in charge of what goes to clients and carriers.
Guide: AI for insurance agencies, uses, tools and client data →
Questions
Is client data sent to an AI company?
No. The models run on the Mac mini in your office, so documents and email are processed there. Our remote access is for updates and support only, and it’s logged.
How good is it compared with ChatGPT?
Very good at drafts, summaries, sorting email and searching your own files. Not as strong as the newest cloud models at hard, open-ended reasoning. It drafts; your professionals decide.
What does it cost?
From $249 a month plus setup, for the whole office. No per-seat fees or AI credits. After 24 months the box is yours.
Now booking founding offices
See it on your own files
Tell us about your office. We’ll set up a demo with documents like yours, so you can judge the drafts and summaries yourself.
- Your kind of documentsWe demo on sample files from your field: letters, workpapers or policies, not a canned script.
- Straight answers on priceFlat monthly plans for the whole office. No seats, no credits.
- Honest about fitIf cloud AI is the better choice for you, we’ll say so.