Quote faster. Never miss a renewal.
Multi-quoter, book of business, collections and commission reconciliation in one place.
AI-NATIVE INSURANCE SOFTWARE · MX · US · CA
Your insurance operation, all in one place.
No spreadsheets, no chasing premiums, no missed renewals. SACS Copilot connects policies, collections, commissions and renewals, with AI agents that work inside your operation.
◆AI-native◆24/7 AI agents◆API + MCP
Policy issuedAUT-21544 · recorded in SACS
AI12 payment reminders sent
SOUND FAMILIAR?
What holds an insurance operation back.
If any of these get said in your office, SACS Copilot was built for you.
“Our book of business lives in spreadsheets.”Policies, endorsements and premium receipts in one database, with full history and instant search.SACS Copilot · See how “I chase premiums over the phone.”Collections queues, automatic reminders and payments applied with a full audit trail.SACS Copilot · See how “Commissions never add up.”Commissions calculated and reconciled against what each insurer pays, receipt by receipt.SACS Copilot · See how “Renewals slip through the cracks.”A renewals queue with alerts and follow-up, so no policy lapses.SACS Copilot · See how “Quoting across five portals takes hours.”Quote 13 insurers on one screen and bind without leaving the flow.Auto SAO · See how “We key in policies by hand.”OCR Reader reads the policy, extracts the data and feeds the system for you.OCR Reader · See how
BEFORE AND AFTER
A day in the operation, before and after.
WITHOUT SACS COPILOT
- Policies scattered across spreadsheets and shared folders
- Premium receipts checked one by one against the statement
- Commissions reconciled by hand every month
- Renewals that depend on someone remembering
- Customers call to ask where their request stands
WITH SACS COPILOT
- Your entire book in one platform
- Payments applied and reconciled with an audit trail
- Commissions calculated and reconciled per receipt
- A renewals queue with alerts
- An AI agent answers policyholders 24/7
Integrated with 13 insurersto quote, issue and operate from one place.
+200K
active policies managed
+10K
users on the platform
50+
specialists · 75% engineering
ISO 27001
information security certification
OUR PRODUCTS
A solution for every moment of the policy.
From the first quote request to renewal. Pick a moment and see the product that handles it.
AUTO SAO · GMM MULTI-QUOTER
Compare multiple insurers on a single screen.
Enter the risk once and show premium, coverage and terms side by side. For auto and major medical (GMM).
Integrated with 13 insurers
Commercial rules by channel and seller
AI explains the differences to the client
WHO IT'S FOR
We speak your business's language.
Sell insurance right on the showroom floor.
Quote at vehicle delivery and serve your network with an agent that handles policies, endorsements and payments.
Add insurance to your loans and channels.
Cross-selling embedded in your app or site, with full operations behind it.
Digitize operations and your programs.
Claims, documents, group programs and channels connected, with full traceability.
HOW IT WORKS
A transaction can start with a person, an app, a dealership or an AI agent.
And flow automatically through every system it needs until it reaches an outcome.
01
Intent
Person, app, channel or agent
02
SACS
Rules, data and permissions
03
Automation
Workflows, RPA, OCR, events
04
Systems
Insurers, ERPs, payments, legacy
05
Outcome
Recorded and auditable
Human involvement is reserved for exceptions, decisions and the work where it truly adds value.
sacs-copilot · live operationsCONNECTED
INTENT“Which premium receipts are outstanding for Concesionaria Norte? Send them a reminder.”
✓agente.cobranza → sacs.recibos.pendientes(canal: "CONC-0142")14 receipts
✓agente.cobranza → notificar.whatsapp(referencia_pago)12 sent
◐2 without valid contact → solicitud.crear(mesa_control)SR-4821
✓audit log → interaction recorded · auditable0.8 s
›Ask your operation…
OUTCOME
Automated
86%
Exceptions
2
AUT-20931 · Receipt 3/12Notified
AUT-20944 · Receipt 1/1Notified
AUT-21007 · Receipt 2/4In review
Illustrative data. People step in only for exceptions and decisions.
THE SACS ECOSYSTEM
Five layers. The entire insurance lifecycle.
Transactional platforms, distribution, intelligent agents, document automation and interfaces that connect legacy systems to new AI channels.
LAYER 02
Operate
SACS Copilot runs operations end to end: policies, collections, payments, commissions and claims.
SACS Copilot
Collections and payments
Commissions
Sentry · Claims
Easy Office
SACS COPILOT · INSURANCE OPERATING PLATFORM
The operating layer that connects the entire insurance ecosystem.
API-first architecture, built to run from traditional screens, automations and AI agents. Insurers, brokers, agents, dealerships, lenders, enterprises and policyholders on a single source of truth.
Interfaces
Web and portals
Automation
Workflows and events
AI Agents
Via APIs and MCP
OPERATIONS MODULES
PoliciesEndorsementsCertificatesClientsRisksProducersPremium receiptsCollectionsPremium applicationCompensationReconciliationsClaimsService requestsAdministrative processes
GET /v1/polizas/AUT-20931/recibos?estatus=pendiente
200
SACS AGENTS
Not chatbots. Digital specialists inside your operation.
look things upanalyze contextrun authorized processesfollow upescalate exceptions to people
AG-02 · ACTIVE 24/7
Collections Agent
Spots due dates, checks receipt status, sends reminders with payment references and follows up on overdue balances.
Which policies have payments outstanding?
14 policies have an overdue receipt. I sent a reminder with a payment reference to 12; 2 have no valid contact, so I opened a request for review.
ALSO ANSWERS
“When is the next receipt due?”“Has the client's payment posted yet?”
SMART COMPARATOR
Dozens of pages of terms. The differences that matter, in seconds.
AI that compares insurance documents and flags issuance errors, coverage changes, commercial differences and inconsistencies, with no manual review.
Policy vs. policyQuote vs. quoteQuote vs. issued policyPrior policy vs. renewalGeneral terms & conditions
policy_2025.pdf vs renewal_2026.pdf3 DIFFERENCES
| ITEM | 2025 | 2026 | FINDING |
|---|---|---|---|
| Sum insured | Market value | Market value | No change |
| Physical damage deductible | 5% | 10% | Increased |
| Glass breakage | Covered | Excluded | New exclusion |
| Bodily injury liability | $3,000,000 | $3,000,000 | No change |
| Total premium | $18,450 | $21,980 | +19.1% |
AIThe renewal raises the premium 19% while cutting coverage. I recommend reviewing with the insurer before issuing.
mcp://sacs.saoinsurtech.com
$ mcp tools list --server sacs
sacs.polizas.consultar_estatus
sacs.recibos.pendientes
sacs.endosos.crear_solicitud
sacs.cancelaciones.estatus
sacs.pagos.verificar_aplicacion
sacs.comisiones.pendientes
agent › “Show me this dealership's outstanding commissions.”
→ sacs.comisiones.pendientes({ canal: "CONC-0142" })
← 37 records · 4 differ from negotiated %
agent › “Create an endorsement request for policy AUT-20931.”
→ sacs.endosos.crear_solicitud(…) ✓ SE-10482
MCP INTERFACES · MODEL CONTEXT PROTOCOL
Your insurance operation, run from any AI agent.
MCP turns SACS capabilities into tools that assistants, copilots and agents can query or execute securely and in a structured way. SACS is no longer limited to screens.
ALSO INTEGRATES VIA
APIsWebhooksBatchFilesRPAAsync events
With insurers, brokers, lenders, dealerships, CRMs, ERPs and payment platforms, even when part of the ecosystem still runs on legacy systems.
MANAGED SERVICES
We don't sell a license. We deliver the capacity to run insurance.
We take on the full technology operation so your team can focus on the business.
01Cloud infrastructure
02Production and test environments
03Monitoring
04High availability
05Backup and recovery
06Security
07Maintenance
08Support
09Integration operations
10Platform evolution
More from the SACS suite
Build your mix in a demo →DISTRIBUTEAuto SAOAuto multi-quoter.DISTRIBUTEGMM Multi-QuoterHealth insurance with AI that explains.DISTRIBUTEInsurance StoreDirect or embedded sales.OPERATESentryClaims management.AUTOMATEOCR ReaderDocument AI for operations.AUTOMATEEjecutivo InteligenteAI assistant for your team.OPERATEEasy OfficeCorporate programs.
PRESENCE
Mexico CityHQ · DEV CENTER
MiamiUS
VancouverCA
You know what.
We know how.
30 minutes with our team: we look at your operation, show you SACS on a case like yours and tell you where to start.