Turn servicing into your advantage

Almond works with your email, AMS, and carrier portals to automate workflows like COI issuance, renewals processing, and quoting at half the cost of remote staffing.

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  • More reliable than remote staff

    Humans miss things, for example in policy comparisons during renewals. Software doesn't.

  • Integrates with your AMS

    Our software integrates with your AMS to deliver reliable results at a fraction of the time it takes service workers.

  • Integrates with carrier portals

    This way your agents can save time quoting.

Automate the most complex processes

Your agents won't thank you enough.

How It Works

  • 1

    Contact us and we'll set up a demo call with you and your team.

    We'll learn more about the processes your producers / AMs go through for quoting, generating COIs, renewals, cancellations, etc.

  • 2

    We'll continue working with you and your team to setup automations for all of your workflows

    This step should take a few days, as we'll integrate with your email/AMS/carrier portals to setup the automations.

  • 3

    Watch as your producers and AMs spend less time on back-office work

    Your producers will be able to focus more on new business, and your AMs can focus on existing business + cross-sells.

  • 4

    Enjoy your workflow automation setup!

    Margins should increase as your book of business expands and the amount of time spent on back-office work decreases.

Strong Base for Higher Growth

  • Whiteglove support

    We provide support to setting up all automations to have your agency running smoothly.

  • Custom integrations

    If we don't currently integrate with your email/AMS/carrier portal, we'll work with you to set these up!

  • Much cheaper than outsourcing

    We're a fraction of the cost of typical BPOs. Guaranteed to be cheaper than any outsourcing agency

  • Faster than service workers

    RPA (Robotic Process Automation) runs much faster than humans clicking through AMS's, carrier portals, emails, etc.

  • More reliable than humans

    Our in-house LLM is guaranteed to be more reliable than most service workers.

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