The Intelligent Agent
The Closed-Sourced Digital Mind
Built Exclusively for Insurance
The most intrinsic private information lake in the business.
Trained on real insurance data, built to make your team faster, smarter, and more consistent.
Your agency’s answers. Your workflows. Your competitive edge. Secured.
Finally, an AI that works for you, not against you.
The Problem
The Industry Isn’t Struggling With Technology.
It’s Struggling With Training.
Every day, agencies waste hours searching for answers.
New hires slow down production.
Seasoned pros reinvent the wheel.
Leaders chase consistency that never seems to stick.
Knowledge is scattered.
Processes are tribal. Onboarding is a headache.
That chaos costs time, clients, and credibility.
Wasted time
Rework cycles
Scattered knowledge
Slow onboarding
No consistency
Operational chaos
Quality drop
Lost clients
The Solution
Meet The Intelligent Agent
A closed-sourced digital mind powered by the most complete private information lake in the insurance industry.
Built exclusively for insurance, it gives your entire organization access to the exact knowledge, templates, and workflows they need — without ever risking your data.
It doesn’t just answer questions.
It trains your team
It protects your IP
It simplifies performance.
Every seat in your agency gets smarter the moment they log in.
Every Seat. Every Answer.
One Digital Mind.
The Intelligent Agent eliminates wasted time, scattered files, and inconsistent processes. It empowers every professional in your agency to perform at their best from day one.
Role
CSRs & Account Managers
Problem Solved
Struggle to find accurate answers fast
Example Impact
Instantly access policy comparisons, renewal workflows, risk surveys, and endorsement validations
Producers
Need better prep and follow-up systems
Pull class codes, risk assessment templates, and prospecting guides to write smarter and faster
Account Executives
Juggle too many moving parts with no central resource
Access risk checklists, client nurturing questions, and renewal process builders in seconds
Leaders & Principals
Training and onboarding drain time and consistency
Standardize development with self-guided LMS paths, PADI live sessions, and ready-to-use agency resources
If your agency needs it, The Intelligent Agent already knows it.
The LMS: Learning Mind System
Training and Onboarding
Made Simple
Inside The Intelligent Agent lives a self-paced LMS built for every seat in your organization.
No more hours lost explaining the same process.
No more inconsistent training.
Just clarity, structure, and confidence for every new and seasoned team member.
Courses by Role:
CSR
Master servicing, retention, and efficiency
Producer Track
Prospect, present, and close with precision
Account Manager Track
Create systems that scale and reduce chaos
Commercial
Build culture, coach effectively, and sustain growth
Learning becomes continuous, predictable, and directly tied to performance.
PADI: Premier Agency Development Institute
Live Weekly Training
for Every Seat
Every week, your team gains access to PADI, the Premier Agency Development Institute inside The Intelligent Agent.
Thirty-minute live sessions designed to create real progress, not theory.
Every topic builds capability, consistency, and culture.
Recent Topics:
Winning in a Hard Market
Retention by Design
The Emotion of Leadership
Client ExperienceThat Converts
Building a Culture of Consistency
One login gives your entire agency a front-row seat to elite training.
Custom Builds
Built Around Your
Agency’s DNA
The Intelligent Agent can be fully customized for your agency, network, or association.
We align the platform to your brand, workflows, and processes — creating a true extension of your internal expertise.
Your digital mind. Your model. Your private information lake.
Request a Custom Build
Privacy Is Power
In a world of open models that scrape and share, The Intelligent Agent stands alone.
Your data never leaves your control.
Your insights never train outside systems.
Your edge never gets diluted.
That is why carriers, associations, and industry leaders trust The Intelligent Agent to secure their future.
Pricing
The Intelligent Agent AI & LMS Platform
$650 / month
For agencies that want the complete Intelligent Agent experience across all departments.
• Unlimited users (flat license)
• Coverage breakdowns (Personal, Commercial, Benefits)
• Policy comparison & endorsement explanations
• Risk assessment builder
• Renewal process automation
• Producer playbook creation
• Multi-lingual capabilities
• Blog / newsletter / social content generator
• AI-powered LMS + Netflix-style Masterclasses starting with Commercial Lines (Personal and Benefits to launch in late November)
• Dedicated support & continuous updates