Brokers should be building relationships, not processing applications.
Mid-market placement takes weeks of manual data entry and underwriting follow-ups. We build agents that turn days of back-and-forth into minutes of review.
Try the demo belowFirst Notice of Loss
How AI Fits Your Workflow
Your process, with AI handling the volume.
AI agents handle the high-volume, rule-based stages. Your team keeps control of judgement calls and client relationships.
Live AI Demo
See the agent work.
Paste your own data or use the sample below. Real AI, real-time streaming.
Complete a First Notice of Loss form. The AI triages the claim, extracts key fields, flags anomalies, and recommends handler assignment.
Processing at Scale
Every Submission. Classified, extracted, verified.
Documents flow through in batch. The agent classifies line items, extracts values, and flags anything below confidence threshold for your team to review — before it leaves the system.
You just saw what 1-2 weeks could build.
"Insurance Brokerage is a $200B market currently sitting in 'Autopilot Territory'. The legacy overhead is the only thing standing between your firm and 10x volume capacity."
— ProcessOS Strategic Thesis
Admin Reduction
Volume Capacity
Accuracy (Human-Verified)
What Your Team Will Use
This is what your brokers will work with. Every day.
AI agents handle the volume. Your team reviews flagged items, approves outputs, and corrects edge cases — through a purpose-built interface that gets smarter with every interaction. Every output carries a confidence score. Anything below threshold goes to human review before it leaves the system.
From one process to a full operating system. Here’s how.
15 Minutes
Step 1 — Discover
Our guided discovery process identifies the single highest-value process to automate in your Insurance practice — and produces a detailed Process Spec.
The spec is yours to keep. No commitment required.
1–2 Weeks
Step 2 — Build
We build AI agents that automate new business binding, claims intake, and renewal processing using your firm's actual underwriting criteria, carrier relationships, and compliance requirements. At Day 30, your brokers have a system that handles the process work so they can focus on client relationships.
You own the process IP from day one.
Ongoing
Step 3 — Expand
Once the first agent is delivering value, we add more processes and chain them into workflows. Each agent compounds the time savings for your team.
Add processes at your own pace. No minimum commitment.
Your Choice
Step 4 — Own
You own the process IP you commission. Choose to license your agents to other Insurance firms for a 60/40 revenue share — or keep them private.
Partnership is earned, not required. As agents accumulate, strategic partnership becomes an option.
Your Agents, Your IP
Every agent you commission belongs to you. License to other firms for revenue share, or keep it private.
Trusted by teams that scale.
We partner with our clients for meaningful impact.
When you run your own business, you need partners who get that every decision matters. LaunchPath feels like an extension of my business, not an outside firm. They brought ideas I wouldn't have found on my own and followed through on every one of them.
What impressed me most was how quickly they got up to speed on our operations. The team proposed solutions we hadn't considered and then delivered them on time. That kind of technical depth combined with commercial awareness is hard to find.
We needed a partner who could work across both sides of our business. LaunchPath did exactly that. They stayed engaged well beyond the initial scope because they wanted to see it working properly, not just technically finished.
Built by Operators.
ProcessOS builds the AI agents that professional services firms will run on — backed by River Group, a specialist technology partner with 20+ years of enterprise delivery.
Why us?
- 20+ years in industrial scale-up
- Proprietary LLM infrastructure
- Commercial-first mindset
Is your firm ready for AI agents?
Have a quick chat with our AI — it'll assess your automation readiness and recommend where to start.
Takes about 2 minutes. No login required.
Ready to define how AI works in Insurance?
We're actively working with insurance brokerages. Start with a 15-minute discovery call.
Select a time
Sync with ProcessOS Team