Autonomous AI for Modern Brokerages
Free your producers from the servicing grind, surface the cross-sell and retention signals already sitting in your book, and answer any coverage question with the exact document and page. Built for how brokers grow and keep business, with governance and audit trails on every action.
Agent Use Cases
Real-world agents for how brokers actually work
Handle every COI and servicing request the same day
Certificates, coverage confirmations, and routine servicing requests come in constantly and pull producers off revenue work. Notch handles them end to end, same day, so your team stays in front of clients instead of in the inbox.
Issues COIs and certificates on request, same day
Preps producers for live-book meetings with account context ready
Answers routine client and carrier questions without a handoff
Answer coverage questions with the exact doc and page
Clients and producers ask what's covered, what isn't, and what changed. Notch answers instantly from the actual policy, cites the document and page every time, and logs it, so every answer is accurate, consistent, and defensible if it's ever questioned.
Pulls answers straight from the policy, not from memory or a summary
Cites the exact document and page behind every response, ensuring compliance
Logs every answer as an audit trail that limits E&O exposure
Turn everyday servicing into growth and retention signals
The information that predicts a cross-sell or a departure is already in your servicing data. Notch connects what your team already sees and surfaces the signal to whoever can act on it, before the opportunity or the client is gone.
Flags life and business changes as cross-sell and upsell signals
Catches the early patterns that mean an account is at risk
Routes each signal to the producer who can act on it
Real results
Notch in numbers
“You need to be able to explain every decision it makes, keep it under control, and trust that it's consistently accurate. Notch has created a system that does just that."
Gil Tamir
Deputy CEO & Director of Innovation and Technology, Phoenix Insurance
"Half our knowledge used to live in someone's head or buried in a policy doc. Notch pulls all of it into our day to day, so anyone on the team can answer a client accurately without hunting for the right person or the right document. Our servicing got faster, cheaper, and better at the same time."
Principal
Commercial P&C brokerage
70%+
Servicing requests handled end-to-end
6x
Faster response on COI requests
OUR SOLUTIONS
Tailor Made Agents for Brokers
Customer-Facing Agents
Voice, chat, and email agents that field client and carrier requests, issue COIs same day, and answer coverage questions with the exact doc and page, all without tying up a producer.
Internal Intelligence Agents
An AI coworker that preps producers for live-book meetings, connects the servicing data your team already has, and surfaces the cross-sell, up
Back-Office Agents
Agents that handle the document-heavy work behind every account, from intake and classification to certificate and policy processing and routing across your AMS and carrier portals, so nothing sits in a queue waiting on a person.
AUTONOMOUS ORGANIZATION
Autonomous AI for operations leaders ready to turn complexity into advantage.
Deployed in weeks. Autonomous in months. Compounding for years.
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Deliver better outcomes across every metric that matters
Get more done across every channel, system, and workflow.
Decouple revenue growth from operational cost.
Every action governed, traceable, and audit-ready.