For independent insurance agencies

An AI team for your agency’s inbox, renewals and follow‑up.

AIEmployee Platform is a workspace for independent insurance agencies. When a team member connects their Gmail account, it reads incoming client email, prepares a draft reply and any follow-up task, and shows both to that person.

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Have an invite email? Its link takes you straight there.

What it does

The repetitive half of an agency’s communication, prepared for a person to check.

01

Reads and sorts incoming email

Each message in a connected mailbox is matched to the client it is about and sorted: it needs a reply, it needs a task, or it needs nothing.

02

Prepares the reply, then waits

A draft is written in the agency’s own voice and shown to a person beside the original message. They approve it, edit it or decline it.

J
Jessica
Office Manager
Renewal reminder — John Carter, Auto #AP-40913
03

Keeps renewals and follow-ups moving

Renewals coming up, quotes not answered and documents still owed become tasks and reminders, so none of it depends on someone remembering.

The team

Seven AI employees come set up, each with a job. An agency can change what each one does.

JessicaOffice Manager
AlexCommercial Lines
RachelLead Generation
SarahCustomer Success
PaulAccount Manager
MarkFinance
LisaMarketing

How your Google data is used

A team member chooses to connect their own Google account. Here is what happens with it.

What is read
Gmail messages and attachments in the connected mailbox, including sent mail, and events on that person’s own Google Calendar.
Why
To match each message to a client, summarise it, prepare a draft reply, and offer meeting times that are actually free.
AI processing
Message content is processed by AI models to sort it and write drafts.
Keeping and deleting
Messages are stored so the team can work from them.