Insurance AI Consulting
Most insurance teams are using AI like a chatbot, one question at a time. We help agencies, wholesalers, and MGAs move to agentic workflows that actually run your submission intake, triage, and quoting pipeline, without ripping out your systems.
Wholesale · Retail · MGA · Carrier
Built by an operator who has worked every seat in the distribution chain.
5 engagements
Assessment to advisory. Each one ends with something you can run with on Monday.
Vendor-neutral
No platform allegiances. No referral fees. Ever.
We wrote the standard
Creators of the Certified AI Insurance Credential (CAIC). Inaugural cohort sold out.
Sound familiar?
Your submissions sit in email for 72 hours before anyone triages them.
Every vendor says they integrate with your AMS. None of them actually do.
You bought the AI tool. Your team still uses it as a fancy search bar.
What we do
Five engagements that follow the arc of real adoption: understand, redesign, pilot, select, advise. Each one ends with something you can run with on Monday.
See deliverables for each engagementA clear, prioritized roadmap for integrating AI into your operations, aligned with your business goals and regulatory obligations.
End-to-end redesign of submission intake, triage, and quoting to cut cycle time and improve hit ratios, with underwriters kept in control.
Focused pilots with success metrics defined up front, so you prove value fast and learn what matters.
Honest assessment of what will actually work in your environment. We evaluate against your workflows and integration constraints.
Ongoing counsel, board-level presentations, and industry insight to keep leadership ahead of the curve.
Why work with us
We have built and scaled AI solutions inside insurance, not just advised on them.
Fluent in submission flows, underwriting appetite, and distribution dynamics.
Independent guidance with no platform allegiances or referral fees.
In 1752, Benjamin Franklin flew a kite into a thunderstorm and co-founded America's first insurance company. Same instinct. Same year. He didn't see discovery and protection as opposites. Neither do we.
"An ounce of prevention is worth a pound of cure."
Benjamin Franklin
Agentic Insurance is the lightning rod for your agency: built to divert and harness the power of AI, not be destroyed by it.
Why the rod is the pattern
The operator
Insurance professional turned AI operator. Jay has worked the wholesale, retail, MGA, and carrier seats, and now runs the consulting practice that redesigns submission, triage, and quoting workflows for distribution teams.
Agentic Insurance is the consulting arm of Agentic Holdings. The Certified AI Insurance Credential (CAIC) grew out of that work. Both come from the same conviction: AI in insurance needs a rod on the roof, not a ban on storms.
The credential we built
The same thinking behind our consulting became the Certified AI Insurance Credential (CAIC): a rigorous, scenario-based credential for insurance professionals who want to lead AI adoption in their own organizations. Consulting fixes your workflows. The credential trains the people who keep them running.
Delivered with the Risk & Insurance Education Alliance
Start with a focused strategy call. Thirty minutes, no deck, and you leave with a first read on where AI creates the most impact in your operation.
Book a Strategy Call
