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AI agents that automate policy quoting, claims intake, renewal follow-up, and client communication for insurance agencies. This package is the three automations a insurance agent or broker asks for first, each with a free template, an install, and the option to have all three done for you.
A standard package: the three templates, the role's prompts and a setup checklist in the kit; the same install and done-for-you options as every package. No call.
Three options
One-time prices, no subscription. Every option is credited in full against the next one for 30 days, so starting small costs nothing extra. Card checkout on Stripe; the confirmation and the next step arrive within a minute.
$49one-time
You have imported a workflow before, or want to try before anyone touches your accounts.
$249one-time
You want the first blueprint running in your accounts this week, without learning a tool.
$490one-time
You want the whole job automated — all three blueprints, in your voice, with a named person who answers by email.
Every option is credited in full against the next one for 30 days: do it yourself → installed for you → done for you. The AI usage and any paid automation-tool plan are billed by the providers to your own accounts, usually a few dollars a month. Need more than the package? When a insurance agent or broker needs a custom build. Package terms: fixes, credits, refunds, your data.
What gets installed
Each is a documented blueprint from the library — trigger, steps, guardrails, free template — adapted here to how insurance agents & brokers work. The kit and the install cover the first; the package covers all three.
A new claim is captured, checked against the policy, triaged for severity and acknowledged — before an adjuster sees it.
A broker submission is read, checked for completeness, rated and summarised before an underwriter opens it.
A proposal or RFP response is drafted section by section from your best past answers and the client's own record.
What it actually does
Not a feature list — the messages and actions as they happen once the first blueprint is installed. It starts in approval mode — for the first week you tap approve on each message before it goes out; once you say “let it run”, it runs on the rules you set.
Which option
Your tools, your volume, how much you want to touch. The answer is one option and a price — no call for any of them. If you would rather write three sentences, the form is below.
Not on the list? Most tools with an API work; say which on the form.
Answer all three and the option that fits you appears here — with what happens next and the price.
What happens after you pay
Card checkout on Stripe, then the confirmation lands within a minute. This is what it says — the same for every role, with the tools and blueprints swapped for yours.
Before you order
Three automations chosen for insurance agents & brokers: insurance claims intake, automated insurance underwriting intake, document and proposal generation. Do it yourself: the three templates, your prompts and a setup checklist for $49. Installed for you: the first one put into your own accounts for $249, live within two working days of access. Done for you: all three, adapted to how you work, for $490.
Most often Claims system (Guidewire ClaimCenter, Duck Creek, Snapsheet, in-house), Policy admin, Third-party data providers — the automation is put into the tools you already pay for, and you own the result. If your tool is not on the list, say so in the order and we confirm by email before anything is installed.
No. Card checkout on Stripe, a confirmation within a minute with the access checklist, and questions by email. Installs happen in your own accounts within two working days of access, with a recorded walkthrough.
The three workflow templates as files you import into your automation tool, the prompts each automation uses, written for a insurance agent or broker, and a setup checklist with the accounts to connect. It is the standard kit — not the bespoke scripts of our authored packages — and it is credited in full against the install for 30 days.
When a package isn’t enough
A custom build starts at $2,000: your own rules, delivered into your accounts to keep, with documentation and 30 days of fixes. The package is credited against it for 30 days.
How custom builds workClaims-system integration so the file is opened and assigned automatically, not delivered to a queue.
Call transcripts and voice notes as an intake channel.
Straight-through estimation for simple claims, or above 500 claims a month.
Order, or ask
One reply within 24 hours: the option that fits, the payment link, and the next step. Everything happens by email and in your accounts — there is no call for any of them.
Prefer email? ask@agentmelt.com
Read before you buy
Real engagements; names and details changed under NDA.
Prompts, free tools and the course for this role.
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