We know the agency grind. Our AI employees do it.
Dooza for independent insurance agents: one AI employee for each job that buries your service team. Carrier portals, the inbox, certificates, renewals, lead follow-up. Each one sets itself up like a new hire, works around the clock, and passes work to the others like a real team.
Rather talk first? Book a 30-minute call.
Agency service desk
Office open. You are in.
Inbox agentAI9:47 pm
Coastal Builders needs a certificate for a new job site, holder Metro GC. Passing it to Service.
Service agentAI9:49 pm
agency-portal.example/certificates/newits browser- Named insuredCoastal Builders LLC
- Certificate holderMetro GC
- PoliciesGL, Auto, WC
Service agentAI9:53 pm
Certificate saved.
coastal-builders-cert.pdfholder: Metro GCFilesInbox agentAI9:54 pm
Reply drafted with the certificate attached. Send it?
You7:58 am
Approve.
Renewals agentAI8:00 am
Morning check done. 6 policies renew in the next 45 days, 2 are up more than 15%.
renewals-45-days.xlsxremarket listFiles
One agent for each thing that eats your day.
Hire one or all six. Each has its own computer, its own browser and its own job. And they work with each other: the Sales agent hands every reply to the Follow-up agent, the Inbox agent hands a certificate request to the Service agent, the Renewals agent hands its remarket list to the Portal agent for new quotes, and you see every handoff in your chat.
Sales agent
No time to prospect while you service the book.
Finds businesses that fit your appetite in public sources you point it to, like new business filings in your state or new trucking authorities, builds the list with their websites and public contact details in Files, and drafts a personal first email to each. Nothing goes out until you tap Approve; then it follows up until they reply and hands every reply to the Follow-up agent.
Hire the sales agent freePortal agent
The same client, typed into fifteen carrier portals.
Logs in to your carrier portals in its own browser, keys in the submission once from your notes, and brings the quotes, dec pages and renewal notices back to Files. You sign in once and type the 2FA code yourself; then it keeps working.
Hire the portal agent freeInbox agent
Requests sit in the inbox while the phones ring.
Reads your agency webmail, sorts certificate requests, policy changes, claims and billing questions, and drafts each reply from your files. Nothing goes out until you tap Approve.
Hire the inbox agent freeService agent
Certificates and endorsements back up the service team.
Works certificate and policy-change requests in the carrier or agency web portals, saves the documents to Files and drafts the note to the client. It works in any web portal you can log in to.
Hire the service agent freeRenewals agent
A renewal came up that nobody caught.
Wakes up every morning on its own, checks what renews in the next 60 days, flags the big increases, builds your remarket list and drafts the heads-up email to each client.
Hire the renewals agent freeFollow-up agent
Fifty leads called, six answered.
Drafts a reply to each new quote request within the hour, looks up the business, and follows up on a schedule until they reply or book a call with you.
Hire the follow-up agent freePhones
Calls after five go to voicemail.
Crew agents do not take calls yet. For the phones, the Dooza AI phone agent picks up and emails you each message with the transcript, and your Inbox agent can sort those emails like any other.
After you lock up, they keep working.
Your agents wake up every hour on their own and do whatever is due. You come in to a short list of things to approve.
An example night. Numbers are illustrative.
6:10 pm · Inbox agent
Sorted 23 emails. 4 replies waiting for your OK.
9:47 pm · Service agent
Certificate for a contractor's new job site saved to Files, reply drafted.
1:00 am · Portal agent
Pulled 3 renewal offers from the carrier portals.
6:00 am · Renewals agent
6 policies renew in 45 days. Remarket list and client emails drafted.
7:30 am · Follow-up agent
Answered 2 overnight quote requests, follow-ups scheduled.
7:58 am · You
Approved 7 drafts from your phone before the office opened.
Hire it like a new CSR. Minus the six months of training.
1. Tell it the job
Type the job in plain words, the way you would brief a new CSR on day one.
2. It sets itself up
Your master agent creates the agent, with its own computer and browser. You sign in to your portals and webmail once.
3. Add your team
Invite your CSRs and producers to the same chat. Anyone can hand out a job and see the work.
Your license, your clients, your call.
An agency runs on trust. So the agents do the legwork and you keep every decision.
- Never sends without you
- Before it sends an email or clicks Send or Pay, it asks you: Approve, Edit or Reject in chat.
- No coverage advice
- It does the paperwork and the legwork. Advice, binding and anything that needs a license stays with your licensed staff.
- Keeps your systems
- No new AMS, no migration. It works in the web tools you already log in to, in its own private browser.
- No surprise bill
- A hard monthly cap on AI spend. At the cap it pauses and tells you.
Less than a day of a CSR's pay. For the month.
Free for 7 days. Then $49 a month for your whole organization (unlimited users and agents, no per-seat fee), with $20 of AI usage included and a hard cap. Cancel during the trial and you pay nothing.
Questions agents ask
Dooza Crew gives an independent agency AI employees: one for carrier portals, one for the inbox, one for certificates and changes, one for renewals, one for lead follow-up. Each has its own computer and browser, works around the clock, and works with your staff in one chat. Before it sends anything, it asks you to approve.
It works in web-based systems you can log in to with a browser: carrier portals, webmail and agency tools. We have not certified any specific agency management system yet, so try it on yours during the 7-day free trial.
Not yet. Crew agents work in browsers, email and files. For calls, the Dooza AI phone agent picks up and emails you each message with the transcript ($149 a month for 500 minutes).
It fills web forms and portal screens, including certificate and change requests in carrier and agency portals. It does not fill PDF forms yet.
Every account runs in its own isolated sandbox with its own browser and files. You type your passwords and 2FA codes yourself, and nothing is sent without your approval.
Free for 7 days. Then $49 a month for your whole organization (unlimited users and agents, no per-seat fee), with $20 of AI usage included and a hard cap. Cancel during the trial and you pay nothing.
Yes. Users are unlimited. Add your team to the same chat and everyone can hand out jobs and see the work.
Still have a doubt? Ask a person.
Book a 30-minute callWhat should your first AI employee take off your desk?
Want us to set it up for you? Book a 30-minute call.