01 / THE AI-NATIVE AGENCY OPERATING SYSTEM · BETA

Run your agency.
With AI on your team.

AOS ONE brings agency management and AI coworkers into one operating system for independent insurance agencies. Work with Hope, your AI assistant, to turn client information into applications, quote comparisons, service work and accounting. Give your team more capacity to advise clients and build the business.

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02 / THE WORK YOUR AGENCY RUNS ON

Less re-entry. Fewer handoffs. More work moving.

An email arrives. A document needs review. A client needs coverage. AOS ONE brings the account, the next step and the AI support together, so your team can move the work forward without rebuilding the client’s story at each stage.

Prospecting, Risk Intake & Applications

Start with the risk. Build from what you know.

Research a prospect, capture how the business operates and put the documents already on file to work. Hope coordinates document extraction and ACORD preparation around the account, with missing details surfaced for your team to resolve.

Research businesses and draft first-touch outreach
Extract account details from uploaded documents
Populate ACORD forms from account information
Identify missing fields before finalizing

Submissions, Quotes & Proposals

Give every quote the context it needs.

Evaluate carrier appetite against the risk, organize submissions and compare the quotes that come back. AI helps extract terms and prepare proposals, giving your team the details to explain coverage and cost to the client.

Review carrier appetite using available market information
Track submission status for each carrier
Compare received quotes side by side
Prepare proposals from documented quote details

Policy Service & Renewals

Service the client without starting over.

A certificate request or renewal should start with what your agency already knows. Prepare COIs, draft endorsements and open renewal work from the existing account and policy, so your team can focus on what changed.

Prepare COIs from bound policy information
Draft endorsements with effective dates
Start renewals using existing account details

Billing, Commissions & Reconciliation

Connect the policy to the money.

Carry policy information into invoicing and receivables. Work with Penny, the accounting AI coworker, to review balances, compare carrier statements with expected commissions and bring exceptions to your team.

Prepare invoices from bound policy details
Review receivables, payables and producer commissions
Identify statement differences that need attention

Accounting is available to agencies with the module enabled in beta.

03 / WHY AOS ONE

Built around the client, the risk and the work.

The Business Comes First

Keep operations, locations, people and exposures together with the coverage they inform. Build an understanding of the client that carries across policies and renewals.

AI That Can Take Action

Hope works with your agency’s records and specialist tools to update information, prepare documents and coordinate work from a plain-language request.

Knowledge That Stays Useful

Capture account details, document facts and shared notes where the next person and the next workflow can use them. Spend less time asking for information you already have.

Your Team’s Judgment

Review missing information, inspect prepared work and approve actions such as issuing a COI or submitting an endorsement. Your team owns the client relationship.

04 / MEET HOPE

Tell Hope what needs to happen.

Hope is your point of contact for AI inside AOS ONE. She works in the context of the account and coordinates specialists for research, documents, applications, quotes, service and accounting. Ask for the work you need, review the result and keep the next step with the client.

Research a prospect and draft outreach
Extract details from a document
Prepare an ACORD application package
Compare the quotes on an account
Start a renewal from the prior term
Preview an invoice for a bound policy

05 / VISION

Grow the agency. Keep the personal service.

Every new account brings work with it: applications, market conversations, service requests and money to reconcile. We’re building AOS ONE to help agencies handle that work with AI alongside their people, creating more room for the advice and relationships clients count on.

06 / LEADERSHIP

Leadership Team

Insurance experience, product engineering and customer success come together around one goal: helping agencies do their best work.

Jason McKinley

Founder & CEO

Jason brings insurance industry experience and a client-first perspective to AOS ONE, with a focus on understanding complex coverage needs and building lasting relationships.

Tyler Thompson

Chief Technology Officer

Tyler combines software engineering and product leadership to build practical AI-enabled tools, with a focus on making technology useful in the work people do every day.

Robert Berens

Customer Success Manager

Robert brings experience in claims adjustment and project management to customer success, with a focus on clear communication, practical problem-solving and timely outcomes.

07 / START WITH A REQUEST

Real agency work. Plain-language requests.

“Prepare the ACORD applications using the documents on this account.”

Example Request: ApplicationsHope coordinates application preparation from account information and documents, with gaps returned for review.

“Compare these quotes and prepare a proposal for the client.”

Example Request: QuotesCompare the recorded coverage, limits and premiums, then prepare a proposal from the documented terms.

08 / DEMO

Meet your agency’s AI team.

Bring a workflow that slows your agency down. We’ll show you how Hope and AOS ONE help move it forward, from document intake and applications to policy service and accounting. Explore the beta with a walkthrough focused on your team.

Run your agency.With AI on your team.