You can use Kay to automate repetitive manual tasks across your insurance agency or brokerage workflows. The system learns directly from your standard operating procedures, documents, and spreadsheets without requiring custom API development or complex software changes. It navigates carrier portals, fills out forms, processes certificates of insurance, handles renewals, verifies policy documents, and updates your agency management system automatically. When facing unfamiliar situations, Kay requests clarification via email or Microsoft Teams and remembers the resolution for future runs, keeping every single step fully auditable.
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