Renewals, certificates, and quotes, worked by agents.
LoopLlama runs crews of AI agents inside the tools your agency already uses — your agency management system, Salesforce or HubSpot, Outlook or Gmail, DocuSign, and Twilio — to triage inbound requests, chase what's missing, work renewals early, and keep every account touched. A human approves every email and every policy record change.
From quote request to renewal, without another CSR.
Quote intake
Read inbound quote requests from producers, referral partners, and the website form, extract the risk details, dedupe against the CRM, and open the opportunity in the right producer's queue with what's still missing.
Applications & loss runs
Request signed applications, loss runs, and supplementals by email, nudge on a schedule until they arrive, and summarize the loss history for the producer before it goes to market.
Binding & servicing
Send binders and finance agreements through DocuSign, issue certificates of insurance from a request email, and answer routine policy questions from the AMS record — each send waiting on a human Approve.
Renewals & retention
Pull the 90-day expiration list, draft the renewal outreach account by account, flag accounts with claims or rate increases for a producer call, and log every touch back to the CRM.
The 90-day expiration list, triaged before Monday.
Point the HTTP API connector at your agency management system once. Each week an agent pulls policies expiring in the next 90 days, joins each one to its claims and premium history, and sorts the list into three piles: auto-renew, remarket, and producer call. A second agent drafts the renewal email for each account in your voice and queues it for approval.
- Read-only against the AMS — agents never bind or endorse
- Every account gets a stated reason for its pile
- Drafts wait in the approval queue, nothing sends on its own
- Numbers come from the AMS record, not from the model
http_get /policies?expiring_within_days=90 → {
"count": 47,
"policies": [
{ "id": "CPP-20441", "insured": "Harbor Street Bakery",
"line": "BOP", "premium": 4180, "expires": "2026-12-01",
"claims_12mo": 0, "renewal_rate_change": "+4%" },
{ "id": "WC-11872", "insured": "Ridgeline Roofing LLC",
"line": "Workers Comp", "premium": 38920, "expires": "2026-11-15",
"claims_12mo": 2, "renewal_rate_change": "+22%" }
]
}
renewal_triage → "47 expirations. 31 auto-renew (flat or <8%
change, no claims). 11 remarket (rate change >8%, clean
loss history). 5 producer call — Ridgeline Roofing: two
open WC claims and a 22% increase; recommend a call
before the renewal quote goes out..."Crews an agency can run this week.
Describe the job in plain English and the workflow builder drafts a crew grounded in your own AMS and CRM fields. These are the ones agencies start with.
Quote request triage
Read new quote requests, extract the risk details, dedupe against the CRM, create the opportunity, and list what's still needed to quote.
Application & loss-run chase
Ask the insured or producer for the signed app and loss runs, follow up every three business days, and mark the file complete when they arrive.
Certificate of insurance requests
Read COI requests, pull the policy details from the AMS, draft the certificate cover email, and route it for approval.
90-day renewal outreach
Pull expiring policies, triage into auto-renew, remarket, and producer call, and draft the outreach for each account.
First notice of loss intake
Take a loss report from email or text, capture the who, what, when, and where, confirm coverage from the policy record, and open the claim task.
Weekly book-of-business digest
Summarize new business, renewals won and lost, and open service requests into a Slack post and a row in the agency scorecard.
Agents draft. Your team approves.
Turn on approval for a workflow and every sensitive action — sending an email or text, creating or updating a record, writing a row — pauses the run and shows your operator exactly what the agent is about to do. Approve, reject with a reason, or answer the agent's question, from the dashboard or the API. Every step is recorded with its tool calls and tokens, so you can always see who approved what.
Built on what you already run.
Bring your own OAuth apps and credentials; everything is encrypted and scoped to your account. Missing a system you rely on? Tell us — connectors are how we prioritize.
Put a crew on next quarter's renewals.
Start free, connect your inbox and CRM, and run the renewal triage on your real expiration list. Upgrade when it earns its keep.