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Enterprise Layer Intelligence
Categories/Agentic Process Automation/Infer
Infer

Infer

Automate front and back office insurance workflows across phone calls, emails, and internal

You can use Infer to automate routine front-office and back-office operations for insurance agencies and carriers. The system answers inbound phone calls, replies to emails, and collects structured customer information without requiring manual re-entry. It interacts directly with existing tools such as agency management systems, customer relationship managers, rating engines, and carrier portals. Even without an API, it navigates screens to update policies, rate quotes, generate certificates, and issue endorsements, freeing licensed producers to focus on complex coverage decisions and client advisory work.

What Infer does

Collect vehicle identification numbers and driver details over phone callsSubmit policy changes into carrier web portalsEnter quote criteria into comparative rating toolsExtract mortgagee loan numbers and billing addressesSend updated declaration pages to policyholders via emailSchedule follow-up appointments on agency producer calendarsUpdate billing schedules in carrier policy systemsVoice and email intake handling for agency inquiriesAutomatic extraction of caller details into structured data fieldsMulti-carrier quote generation through comparative ratersDirect endorsement submission into agency management softwareComputer vision and screen navigation for software lacking APIsAutomated document creation and delivery for policyholdersSingle-tenant hosting on client private infrastructure

Frequently asked

Applied Epic, AgencyZoom, PL Rating, Guidewire PolicyCenter, Guidewire BillingCenter, Outlook

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Infer, insurance automation, AI agents, Applied Epic, AgencyZoom, PL Rating, Guidewire, voice AI, quote intake, policy endorsement, screen automation, carrier portal, agency workflow