Kay.ai
AI coworker that automates submissions, renewals, and servicing for insurance agencies
About Kay.ai
Kay.ai is an AI automation tool built for insurance agencies and brokerages that logs into existing systems, navigates portals, fills out forms, reads documents, and updates agency management systems the same way a human team does. It automates repetitive insurance operations such as submissions, renewals, policy checking, certificates, endorsements, carrier downloads, and AMS activities, running 24/7 without new software or API integrations. It learns from user corrections, pauses and asks the team when uncertain via Microsoft Teams or email, and keeps a fully auditable record of every action.
Screenshots
Commonly Cited Strengths & Limitations
Strengths
- Works within existing systems without replacing them or requiring APIs
- Saves hundreds of operational hours
- No-code setup with task delegation via email
- Handles complex scenarios and enters accurate data into the AMS
- Learns processes quickly and improves from corrections
Common Use Cases
- Automating commercial lines quoting and submissions
- Streamlining personal lines renewals and policy management
- Automating AMS workflows like generating ACORDs and COIs
- Custom automation of unique repetitive browser-based insurance tasks
- Automating policy checking and servicing
- Issuing certificates of insurance
- Processing carrier downloads and endorsements
Details
- Pricing Model
- Contact Sales
- Team Size
- Business, Enterprise
- Headquarters
- Brooklyn, NY, USA
- Category
- AI & Machine Learning
Key Features
- CertificatesGenerates and issues certificates of insurance (COIs) as part of agency workflows.
- RenewalsAutomates policy renewal workflows for personal and commercial lines.
- Policy checksPerforms policy checking as part of servicing workflows.
- Carrier downloadsHandles carrier download processing across systems.
- AMS ActivitiesUpdates activities and records in the agency management system.
- EndorsementsProcesses policy endorsements end-to-end.
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