Quoting takes days. Renewals get discovered at the 30-day mark. Policy comparisons mean reading 40-page documents line by line. DxLogic builds AI workflows that handle the administrative load — so your team can focus on selling and serving.
Find Your Workflow →Purpose-built automation for independent agencies, multi-line operations, and MGA/MGU teams.
AI reads policy documents from multiple carriers, extracts coverage terms, limits, exclusions, and endorsements, and generates side-by-side comparison matrices. Your producers stop manually reading 40-page policies to find the differences.
AI pre-fills carrier quote forms from client applications, routes to appropriate carriers based on appetite, and consolidates responses into comparison sheets. One client intake generates submissions to every eligible carrier — automatically.
AI processes initial claims reports via phone transcripts, email, or web forms. Classifies by line of business and severity, extracts key details, and routes to the appropriate adjuster or carrier. No more 20-minute intake calls with manual data entry.
AI extracts renewal terms 90 days out, compares against the expiring policy, flags coverage changes and rate increases, and drafts renewal proposals for producer review. No more scrambling at the 30-day mark.
AI generates E&O documentation, surplus lines filings, and state-specific compliance documents. Tracks filing deadlines across jurisdictions. Your compliance work happens automatically instead of in a last-minute panic.
AI drafts personalized policy reviews, coverage gap analyses, and proactive check-ins based on client profiles, life events, and policy milestones. Every client gets the attention your top 20 accounts get today.
How insurance agencies eliminated manual bottlenecks and saw measurable ROI.
An independent agency processing 2,000+ policies annually was losing clients to competitors who quoted faster. Producers spent hours manually pulling data from client files, re-keying it into carrier portals, and waiting for responses. By the time the quote package was ready, the prospect had already committed elsewhere.
DxLogic built a quoting workflow that pre-fills carrier applications from client data, routes submissions based on carrier appetite, and consolidates responses into a single comparison sheet. Quote turnaround dropped from 3 days to same-day. Client retention improved 22% in the first year.
Want results like these for your insurance agency?
Get My Free AI Roadmap →What changes when your agency workflows stop being manual.
| Before (Manual) | After (DxLogic AI Workflow) |
|---|---|
| Producer manually reads 40-page policies to compare coverage across carriers. Takes hours per client. | AI extracts and compares coverage terms, limits, and exclusions across carriers in minutes. Side-by-side matrix ready for review. |
| Quoting takes 2-3 days of back-and-forth with carriers. Prospect goes elsewhere while waiting. | AI pre-fills forms, routes to carriers, consolidates quotes same-day. Prospect gets a complete comparison before the competition responds. |
| Renewals discovered at 30-day mark. Scramble to requote and retain the account. | AI flags renewals 90 days out with comparison already drafted. Producer has time to shop and present options. |
| Claims intake requires 20-minute phone call and manual data entry into carrier portals. | AI processes intake from any channel — phone, email, web — classifies and routes automatically. |
| Compliance filings tracked in spreadsheets. Surplus lines deadlines missed. E&O documentation inconsistent. | AI tracks deadlines, generates filings, confirms submissions. Zero missed deadlines. |
| Annual policy reviews done for top 20 clients only. The rest never hear from you until renewal. | AI generates personalized reviews for every client automatically. Coverage gaps identified and communicated proactively. |
If any of these describe your day-to-day, we built this for you.
Your CSRs spend 60% of their day on paperwork. Your producers can't quote fast enough. You're losing accounts to agencies that respond in hours while you take days. You need AI that handles the administrative load so your team can focus on relationships and selling.
You write P&C, life, health, benefits — each with different carriers, forms, and compliance requirements. Each line has its own workflow. AI connects them so your team isn't switching between 8 carrier portals per client. One intake, all lines covered.
You're processing 500+ submissions per month. Manual underwriting triage is the bottleneck. AI classifies submissions, extracts risk data, and routes by appetite so your underwriters focus on decisions, not data entry. Volume scales without adding headcount.
Book a free 15-minute AI Assessment. We'll map your agency workflows, identify where manual processes are costing you accounts and hours, and show you the 3 workflows with the highest ROI. No commitment. No generic pitch. Just a clear picture of where your agency is losing business to administrative bottlenecks.
Schedule Your AI Assessment →First workflow live in 60 days. Cancel the retainer with 30 days notice. No lock-in.