HOME / AI AGENTS

Digital specialists that work inside your operation.

SACS Agents go beyond conversation. They look up data, read the context, run authorized processes, follow through and escalate exceptions to people.

agents.sacs · live7 ACTIVE
AG-01Quotes6 insurers
AG-02Collections12 reminders
AG-03Claims3 open cases
AG-04Payment matching398 / 412
AG-05Commissions23 pending
AG-06Dealershipsendorsement issued
AG-07Policyholders41 chats
Illustrative view.
Policyholder service agent replying on a phone
IN YOUR BUSINESS

Your team stops answering the same questions all day.

Agents handle the repetitive questions and tasks in your insurance operation, using real data from every policy.

BROKERS
Collections & commissions
Payment reminders and reconciliation with the insurer.
DEALERSHIPS
Dealer network support
Policies, endorsements and cancellations without calling the back office.
INSURERS
Claims & payments
Case tracking and automatic premium application.
POLICYHOLDERS
24/7 support on WhatsApp
Coverage, receipts, documents and claims, any time.
Watch it answer real questionsVideo · 2:28
HOW AN AGENT WORKS

Automate what can be solved. Escalate what needs judgment.

01Look upReads policies, receipts, payments and cases directly in SACS.
02AnalyzeUnderstands the client context, the channel and the business rule.
03ExecuteRuns only authorized processes and logs every interaction.
04Follow upKeeps the client informed until the case is closed.
05EscalateExceptions create a request for a person.
THE DIGITAL TEAM

Seven agents. A specialist for every process.

01

Quoting Agent

Gathers client and risk details, queries insurers and rating engines, compares options and flags coverage differences. Integrates with multi-quoters, APIs and commercial rules.

›Quote a 2024 Jetta in CDMX with full coverage
›What is the difference between option A and B?
02

Collections Agent

Spots upcoming due dates, checks receipt status, sends reminders with payment options or references and follows through on portfolio recovery.

›Which policies have payments pending?
›When is the next receipt due?
›Has the client payment posted yet?
03

Claims Agent

Guides the policyholder, agent or channel: collects first notice details, requests documents, checks status and explains next steps. Integrates with insurers, adjusters and repair shops.

›What is the status of my claim?
›Which documents am I missing?
04

Payment Matching Agent

Matches financial transactions to policies and receipts, flags discrepancies and records premiums with the insurer. What can be solved runs on its own; exceptions go to review.

›Has this payment been applied?
›Which deposits have no linked policy?
05

Commission Reconciliation Agent

Compares premiums, receipts, negotiated rates, commissions, UDIs, service fees and payments received to surface gaps or pending items.

›Which commissions are still pending?
›Which compensation has the insurer already recognized?
›Are there gaps between expected and paid?
06

Dealership Support Agent

A smart help desk for dealership networks. Policies, payments, endorsements, cancellations and documents in plain language; if it can be solved, SACS runs it and logs it.

›Has the endorsement for unit 4410 been issued?
›Check the status of this cancellation
07

Policyholder Service Agent

Always-on digital service across the entire policy lifecycle: coverage, receipts, payments, documents, endorsements, cancellations, claims and service requests.

›Does my policy cover glass damage?
›I want to change my payment method

Smart Comparator

Compares policies, quotes, renewals and policy terms. Catches issuance errors, coverage changes and commercial gaps with no manual review.

Video: Smart Document ComparatorWatch video · 3:01
CONTROL & TRUST

AI wired into your operation, playing by your rules.

Authorized processes
The agent only runs what your operation enables.
Every interaction logged
Every action is recorded in the SACS audit log.
Real-time data
Answers with live operational data, not assumptions.
Humans in the loop
Exceptions and decisions go to your team.
WHERE YOUR CLIENTS ARE
WhatsApp24/7
Web & portals24/7
SMS24/7
Copilots via MCPNEW

Which process would you hand an agent first?

Collections, claims, dealer support… We help you pick the one with the biggest impact and put it to work.

Book a demo