AI tools that help brokers and agents sell and service faster than ever
Equip your distribution channel with AI-powered quoting, product recommendations, and instant policy servicing tools — so brokers and agents close more business with less friction.
Built for Distribution Leaders, Agency Ops & Broker Relations
The Problem
Why manual triage doesn't scale
Quoting Takes Too Long
Brokers wait hours or days for quotes from carriers. In a competitive market, slow quoting means lost business to faster competitors.
68% of brokers say quoting speed is a top carrier selection factor
Product Complexity Overwhelms Agents
With hundreds of coverage options, endorsements, and eligibility rules, agents struggle to recommend the right product for each client.
Duplicate Data Entry Across Systems
Agents rekey client data into carrier portals, agency management systems, and proposal tools — wasting time and introducing errors.
Agents spend 40% of their time on administrative tasks
Limited Self-Service for Agents
Agents call or email for routine tasks — policy status checks, commission inquiries, document requests — that could be self-served.
Results
Measurable impact from day one
70%
Faster Quote Turnaround
AI-powered quoting delivers indicative rates in minutes instead of days.
35%
Higher Bind Rate
AI product recommendations match clients to the best coverage, increasing conversion.
50%
Less Admin Time
Self-service tools and automated workflows free agents from routine administrative tasks.
3x
Agent Productivity
AI assistance lets agents handle more clients and policies without additional staff.
Capabilities
Everything you need for intelligent triage
Instant Quoting Engine
AI-powered quoting that generates indicative pricing from minimal input, with full-bind-ready quotes in minutes.
- Quick-quote from minimal client information
- Multi-product comparative quoting
- Real-time eligibility and appetite checking
AI Product Recommender
Recommend the best coverage options based on client profile, risk factors, and historical buying patterns.
- Client needs analysis from conversational input
- Coverage gap identification and recommendations
- Cross-sell and upsell opportunity surfacing
Agent Self-Service Portal
Give agents instant access to policy status, commission statements, claim status, and document libraries without calling support.
- Real-time policy and claim status lookup
- Commission statement and payment tracking
- Marketing material and product documentation library
Agency Management Integration
Bi-directional sync with major agency management systems eliminates duplicate data entry and keeps records in sync.
- Applied, Vertafore, and HawkSoft integrations
- Client data sync to eliminate rekeying
- Activity and communication logging
How It Works
Three steps to automated triage
Step 1
Prospect & Recommend
Agents input client details and AI recommends the best products, coverage options, and pricing based on risk profile and needs.
Step 2
Quote & Bind
AI generates competitive quotes instantly. Agents compare options side by side and bind coverage with e-signature in one workflow.
Step 3
Service & Grow
Post-bind, agents use self-service tools for policy management. AI surfaces renewal, cross-sell, and upsell opportunities.
See FlowGenX AI in action
for your workflows
Get a personalised walkthrough of the workflow canvas, agent playgrounds, and analytics suite — tailored to your use case.