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Make Complex Insurance Easier to Understand and Use

AgenQ turns your platform into its own expert: product knowledge and workflow guidance, without leaving the software.

Insurance Carries More Complexity Than Most Software

Products change. Rules vary by carrier and region.

The knowledge that explains a policy lives in PDFs, portals, and training sessions, none of which are open when the user is quoting.

AgenQ puts product knowledge and workflow guidance in the same place.

A user at their desk mid-task in a CRM, having typed “I just want to set this customer up for annual billing” while a Need help? panel offers documentation, a video tutorial, support and training

Three Kinds of Guidance

Product Knowledge

Coverage, eligibility, exclusions, and underwriting, answered while the user works.

Software Workflows

Quoting, applications, renewals, endorsements, guided step by step.

Policy Guidance

Plain-language plan comparison, from information you approved.

From Question to Action

Broker

“What's the difference between these two plans?”

AgenQ explains the relevant differences.

Broker

“Which one fits a self-employed customer?”

AgenQ gives the approved guidance.

Broker

“Show me where I select it.”

AgenQ guides them through the workflow.

Knowledge and execution in one conversation.

Built for Control

Approved sources only

AgenQ answers from the documents and product data your team designates

Controlled updates

Knowledge changes go through your approval before they reach users

Traceability

Responses can be connected back to approved sources

Data handling

PII controls and data residency options available on request

SOC 2 in progress

Works With Your Existing Platform

No core-system replacement. No rebuild.

AgenQ works alongside the software your users are already in.

Built For

Insurance software vendorsMGAsBenefits and distribution platforms

See How It Works Inside an Insurance Platform

A walkthrough in one of our insurance customers' software, with real products and real workflows.

QuotesAsk NINAA
Open quotes
24
Bound premium
$412k
Policies in force
1,308
Avg quote time
18m
Pending renewals
46
Loss ratio
61%
Premium this month
Daily bound premium
No premium recorded yet this period.
New quote
Named insured
Business class
Vehicles
Liability limit
Deductible
Effective date
Loss history
Send to underwritingSaved
Nina
I'm Nina, your assistant. Ask me anything. I'm here to help.
Quote commercial auto for Delgado Landscaping
On it, starting that quote now.
Pulling up the client record
Setting coverage and limits
Adding dates and loss history
Sending to underwriting for approval
All done :)
Message Nina
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Give Users the Guidance They Need, Where They Work

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