Working with AI agents

INSURAiLABS includes specialist AI agents that do focused, repeatable work. ARI is the assistant you talk to; agents work in the background and surface their output in the modules.

The agents

Agent	What it does	Where you see its work	Your role
Renewal Agent	Finds upcoming expirations, sorts renewals into auto vs review, prepares nudges, flags renewal risk	Renewal Hub, Marketing Hub, Watchlist	Review flagged renewals; contact review-track clients
Reconciliation Agent	Compares expected and received commission, groups mismatches by carrier and account	Commission Recon, Carrier Statements	Investigate variances; chase carriers
Marketing Agent	Runs lifecycle programs (renewal nudges, cross-sell plays, referral nurture) and drafts messages	Marketing Hub, Cross-Sell Bench	Review drafts; handle bounces and replies
Diligence Agent	Researches and scores prospects with growth signals and peer comparisons	Prospect Intelligence	Verify signals; edit and send intros
Concentration Agent	Monitors producer and book concentration and models rebalancing	Producer Load, CEO Command	Decide on rebalancing
ARI	Answers questions, explains numbers, drafts summaries and outreach, calls on the agents	Everywhere	Ask, check, decide

How you stay in control

• Agents prepare and recommend; people decide on anything client-facing, financial or hard to undo.
• Every draft can be edited before it is sent.
• Agent activity is visible in Team & Workload › AI Agent Roster (actions today and capacity used).
• Agents only use data your agency has connected, and ARI only shows you data you are allowed to see.

TIP

If an agent's suggestion looks wrong, ask ARI why it was made ("Why is this renewal on the review track?"). The explanation usually points to the data that needs fixing.

Coming soon

• Approval settings per action type (what agents may do automatically and what needs sign-off).
• Agent run history with inputs, decisions and outcomes, and an off switch per agent.