Your brokerage,
running in the background.

Illustrative operating architecture

Eight AI agents. One back office for your brokerage.

Each agent owns one stage of the policy lifecycle, from the first inquiry to the commission statement. They hand work to each other and to your people.

01New business

Rosa | Lead intake

Lead intake agent

Reads emails, calls and web inquiries; identifies prospects and creates CRM records.

02New business

Lena | Submissions

Submission agent

Extracts information from applications, loss runs and supporting documents.

03New business

Gabe | Quoting

Quoting agent

Prepares carrier submissions, populates portals and compares quotations.

04In force

Max | Renewals

Renewal agent

Monitors expiry dates, contacts clients, collects updated information and prepares remarketing.

05In force

Nora | Policy servicing

Policy servicing agent

Handles certificates of insurance, endorsements, policy documents and routine requests.

06In force

Dex | Claims support

Claims support agent

Collects first notice of loss information, tracks claims and communicates status.

07Back office

Tom | Commissions & finance

Commission and finance agent

Reconciles commissions, invoices, payments and carrier statements.

08Growth

Sam | Client relationships

Client relationship agent

Identifies cross-selling opportunities, follows up with clients and flags retention risks.

On the desk

What a Tuesday looks like with Fullbook.

Max | Renewal agent

Renewals engine

Every renewal drafted 30 days out.

Reads the carrier's notice, compares it with last year, asks the client for updated figures and drafts the renewal email. Your account executive approves it in one click.

Example

14 renewals due in December

• Brightline Hardware Co.Commercial property · $1.2M TIV01 Jan
• Harbor Point Marine SupplyInland marine03 Jan
• Ridgeway LogisticsWorkers' comp · 42 employees06 Jan
• Summit Precision WorksCommercial auto · 9 vehicles09 Jan

Brightline Hardware

Property renewal · CP-2026-04471

+9.1%

What changed:

$4,812 premiumCover unchanged

Ready for approval:

Client email draftedPortal draft saved

Lena | Submission agent

Submission desk

From a messy inbox to a clean submission.

Pulls ACORD applications, loss runs, payroll and fleet schedules out of email threads, asks the client for anything missing, and builds one submission per carrier.

Example

New submission · Contractor package

• ACORD 125 + 126PDF · signedExtracted
• Loss runs 2022–20263 claims foundExtracted
• Payroll by class codeFrom the client's spreadsheetExtracted
• Subcontractor certificatesMissingAsked client

Oakridge Civil Contractors

GL + builder's risk · 18-month project

4 / 5

Documents:

ApplicationsLoss runsSub certs pending

Next:

Send to quoting agent

Dex | Claims support agent

Claims follow-through

No claim goes quiet.

Takes first notice of loss from the client, opens the claim with the carrier, chases adjusters on schedule and sends the client a plain status update every week.

Example

Open claims · 9 active

• Water damage, Midtown officeProperty · adjuster appointedDay 12
• Cargo shortage, Port of SavannahInland marine · survey dueDay 5
• Workplace injury, Plant 2Workers' comp · medical records inDay 21
• Fleet accident, I-85Commercial auto · repair estimate inDay 3

Water damage claim

Midtown office · FNOL taken day 1

Day 12

This week:

Adjuster chasedPhotos filed

Client update:

Drafted for approval

Time saved

Where the hours should come back.