Agent Description

Kay.ai is an AI platform that automates insurance workflows, acting as a digital co-worker to handle submissions, renewals, and servicing with high accuracy. It integrates into existing systems without APIs, reducing manual work by up to 90% for agencies and brokerages.

Key Features

• Automates data entry for submissions, renewals, and servicing in days.
• Integrates with Agency Management Systems (AMS) without API requirements.
• Saves 2 hours per quote at 1/4th the cost of manual processes.
• Adapts to workflow changes using LLMs and vision models.
• Ensures bank-grade security with compliance and reliability standards.
• Processes diverse documents and navigates complex carrier websites.
• Flags unclear tasks for expert review to maintain accuracy.

Use Cases

• Policy Submissions: Automates data extraction and entry for commercial lines, saving hours per application, as seen with Johnson Insurance.
• Renewal Processing: Streamlines renewals by updating CRMs and AMS, reducing errors for The Fidella Agency, per kay.ai.
• Servicing Automation: Generates ACORDs and COIs, enhancing efficiency for Weed Ross Insurance, as noted in case studies.
• Operational Scaling: Supports MGAs during peak seasons by handling high-volume tasks, per catalyit.com insights.

Differentiation Factors

• Zero-template AI adapts dynamically, unlike UiPath’s rigid RPA workflows.
• Deploys in weeks without APIs, outpacing Applied Systems’ integration times.
• Targets $300B BPO market with error-free automation, surpassing traditional outsourcing.

Pricing Plans

• Free Tier: Limited trial to test basic automation features.
• Pro Tier: Starts at $299/month for full workflow automation.
• Custom Enterprise Plans: Tailored pricing; 

Frequently Asked Questions (FAQs)

• What is Kay.ai?
  Kay.ai is an AI co-worker that automates repetitive insurance tasks like submissions, renewals, and servicing, saving agencies time and costs.
• How does Kay integrate with my systems?
  It connects seamlessly to AMS and carrier portals without APIs, adapting to existing workflows in days.
• Is Kay secure for sensitive data?
  Yes, it uses bank-grade security and complies with industry standards to protect data.
• How accurate is Kay’s automation?
  It eliminates manual errors and flags unclear tasks for expert review, ensuring high accuracy.