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

Agents handle the repetitive questions and tasks in your insurance operation, using real data from every policy.
Watch it answer real questionsVideo · 2:28Gathers client and risk details, queries insurers and rating engines, compares options and flags coverage differences. Integrates with multi-quoters, APIs and commercial rules.
Spots upcoming due dates, checks receipt status, sends reminders with payment options or references and follows through on portfolio recovery.
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.
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.
Compares premiums, receipts, negotiated rates, commissions, UDIs, service fees and payments received to surface gaps or pending items.
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.
Always-on digital service across the entire policy lifecycle: coverage, receipts, payments, documents, endorsements, cancellations, claims and service requests.
Compares policies, quotes, renewals and policy terms. Catches issuance errors, coverage changes and commercial gaps with no manual review.
Watch video · 3:01Collections, claims, dealer support… We help you pick the one with the biggest impact and put it to work.
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