Stop Letting Admin Pile Up
Loss run letters, BOR letters, certificates, BI calculations. These don't close deals — but they need to get done.
Administrative Workflows
Certificates of Insurance
Generate COIs with accurate policy data, additional insureds, and holder information — delivered in under 60 seconds.
Loss Run Requests
Professional authorization letters to carriers requesting loss history — formatted and ready to send immediately.
BOR Letters
Broker of Record letters with proper legal language, effective dates, and carrier-specific requirements.
Business Income Calc
Calculate business income exposure from financial statements — co-insurance, period of restoration, and extra expense.
COPE Reports
Property valuation reports covering Construction, Occupancy, Protection, and Exposure — auto-generated. (Coming soon)
Contract Compliance
Track insurance requirements across client contracts — flag gaps, missing endorsements, and expiring certificates.
Request to Document in Seconds
Trigger Workflow
Natural language prompt or automation.
Agent Execution
Pull data from policies and records.
Professional Output
Formatted to industry standards.
Delivery
Send to clients, carriers, or store.
See Admin Automation in Action
Watch how Broker Agentx handles a real admin automation workflow — start to finish.