The book of business that stays when producers move on
Meet Auras — emotionally intelligent AI teammates that start renewals early, handle routine service instantly, and keep client relationships intact through any producer change.
Introduce Yourself
Built for books that grow on relationships and retention
Independent P&C agencies, employee-benefits brokerages, commercial and personal lines, and wholesale and MGA operations — any agency where profit lives in retention, service, and client relationships that must survive producer and CSR turnover.
Retention is won at renewal — and lost in the silence before it
Producers and CSRs lose 20–30% of the week to service admin — while renewals sneak up and clients quietly shop around.
Renewal & Retention Leakage
Renewals sneak up and clients drift or shop around — usually because no one reached out in time. Every lapsed policy is lost premium and a thinning book.
Producer & CSR Turnover
When a producer leaves, the book and the relationships can leave too — amid an aging-workforce perpetuation crunch. Replacement runs 50–200% of salary, plus the accounts at risk.
Service & Admin Overload
COIs, ID cards, endorsements, and quote intake bury the service team — slowing response and pulling producers and CSRs away from the relationships that retain and grow the book.
The Institutional Shield
Renewal & Relationship Auras open renewals early and warmly, turn around routine service instantly, keep the AMS pristine, and retain client relationships across producer changes — so the book stays put. Auras support licensed producers; they never advise on coverage or bind.
Learn moreEmotionally intelligent teammates that keep clients cared for
Multi-modal agentic execution through MCP and API integrations to the AMS, raters, and communication stack your agency already runs on.
Proactive Renewal Outreach
Auras open the renewal conversation early and warmly, gather what's changed, and prepare the file for the producer — so clients feel cared for, not surprised, and renewals don't lapse.
Instant Routine Service
Auras turn around COIs, ID cards, and endorsement and quote intake fast and accurately — clearing the service queue without pulling CSRs off relationships.
Flawless AMS Hygiene
Every interaction is normalized into Applied Epic, EZLynx, or AMS360 at the point of contact — clean records that power reliable retention, reporting, and E&O documentation.
Client Relationship Memory
Every client's history, exposures, and preferences are retained across renewals and producer changes — so a departure doesn't reset the relationship or put the book at risk.
Claims & Intake Coordination
Auras guide first-notice-of-loss intake and routine follow-ups with empathy and speed, keeping clients informed and routing anything requiring judgment to the right human.
Licensed Boundaries by Design
Auras operate strictly in a service and relationship role. They never give coverage advice, recommend limits, or bind policies — coverage questions and binding always go to your licensed producers.
Connects to your stack
Conceptual Examples
"Renewals used to sneak up and we'd lose accounts to whoever called first. The Aura opens the conversation 60 days out, every time — our retention climbed and clients feel looked-after instead of chased."
"When a producer left, we'd normally watch the book wobble. The Aura had every client relationship documented — service never slipped and the accounts stayed. It quietly protects our most valuable asset."
Frequently asked questions
No. Auras operate strictly in a service and relationship role — renewal outreach, routine service (COIs, ID cards, endorsement and quote intake), and keeping the AMS clean. They never recommend coverage or limits and never bind. All advice and binding remain with your licensed producers.
Auras connect natively to Applied Epic, EZLynx, Vertafore AMS360, and HawkSoft for agency management, Salesforce for CRM, and DocuSign, Zoom, and Microsoft Teams for execution and meetings. Through MCP and API integrations they keep records clean and service moving without pulling staff off relationships.
This is the Institutional Shield for your agency. When a producer departs, the Aura retains the full client relationship history — exposures, preferences, past conversations, and open service items. The successor inherits a living relationship instead of a cold file, so retention and the book hold steady.
Retention is won by reaching clients before the silence sets in. Auras open the renewal conversation early and warmly, gather what's changed, handle routine service in between, and prepare the file so the licensed producer can advise — so clients feel cared for and don't drift to whoever called first.
No. Auras are the Institutional Shield for your people. They absorb the always-on renewals outreach and routine service so your producers and CSRs focus on relationships, advice, and writing business. Auras amplify your team and protect the book — they don't replace people, and they never advise or bind.
Ready to Meet Your Aura?
See how Auras win every renewal and protect your book — starting with one team.
Introduce Yourself