It handles your carrier chasers
An agency's book compounds when renewals get worked early, quotes get chased while they're warm, and claims get advocated instead of parked — and that work loses to the phone every day. Kirality puts AI agents to work inside your own CRM, inbox, and calendar: they watch the book and bring back drafted renewal outreach, quote follow-ups, and claim status updates for you to approve. Nothing reaches a client or a carrier without your sign-off. Bring your own Anthropic, OpenAI, or Bedrock key.
Done-for-you from $299/mo (solo Pro; $599/mo at 3 seats), 48-business-hour setup promise · Self-serve Starter $99/mo, bring your own Anthropic, OpenAI, DeepSeek, or Bedrock key
The 90-day renewal window closes quietly while the team quotes new business. A book you spent years building erodes a few percent at a time, and remarketing starts too late to save the account.
Prospects get a quote and then silence. The agency that answered first wins, and nobody has time to chase every open quote to a yes or a no.
Clients call the agency, not the carrier, when a claim stalls. Every status check is a manual chase across carrier portals, and slow answers are how accounts decide to leave.
Carrier statements arrive in a dozen formats. Short pays and missing commissions slip through because reconciling by hand never makes it to the top of the pile.
Kirality runs where the work already lives — your CRM, inbox, calendar, docs, and comms. No side app to babysit, no migration.
Renewal outreach, quote follow-ups, claim status updates, and commission checks — ready for your review, built from your live book instead of a blank page.
Start with sign-off on everything. When you're ready, grant standing mandates so routine work runs on its own within limits you set — money, client comms, and anything touching coverage always keep a human. Your own AI key, and your data kept apart from every other business on the system.
Kirality drafts operations work; it does not give coverage or actuarial advice. Licensed producers make every coverage call, and every action the AI proposes or takes lands on an audit trail.
Picking the Insurance template builds your office the moment your account is set up, with these pages on it: Producer Pipeline, Claims Desk, Commissions, Compliance & E&O. A real business starts empty — sample data is loaded only if you ask for it — and an owner can upload a list from a spreadsheet, with the columns matched for you to confirm before anything is written.
Your agency management system stays the system of record, and Kirality does not connect to it. It plugs into Salesforce, HubSpot, DocuSign, Microsoft 365 and QuickBooks Online from the same catalog every business gets, behind the door marked Integrations. It reads QuickBooks Online — nothing is written back into it. It reads and writes Salesforce, HubSpot, DocuSign and Microsoft 365. Every write waits for your approval, and your plan sets how many tools you can have connected at once. We make the first connection with you on a call and watch the first records land together. You choose connector by connector what it can see.
Not unless you allow it. Every message starts as a draft you approve. When you're ready, grant standing mandates so routine follow-ups run within limits you set — money, client comms, and anything touching coverage always keep a human in the loop.
Your book is kept apart from every other agency on the system, and it's bring-your-own-key — connect your own Anthropic, OpenAI, or AWS Bedrock key so model usage stays under your account.
No. It drafts operational work — outreach, follow-ups, status updates, reconciliation checks — and your licensed producers make every coverage and market decision.
Two ways in: book a 20-minute call and we'll set it up and run it for you — or start it yourself with your own AI keys. Either way, you approve every move.
Fully managed from $3,999/mo, or bring your own keys from $299/mo. Cancel anytime.
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