Insurance Agencies & Brokers

Agency Bench

Bridge Customers to Carriers Seamlessly

Eliminate multiple forms and reduce manual effort by 90%. Intelligent appetite matching connects customers to the right carriers instantly.

Powerful Features

Everything agencies need to bridge customers and carriers seamlessly.

90% faster

Unified Customer Intake

Single form captures all customer information, eliminating redundant data entry across multiple carrier formats.

One-time data entry
Automatic validation
Smart field mapping
Real-time updates
96% match

Intelligent Carrier Matching

AI-powered algorithm matches customers to optimal carriers based on real-time appetite and capacity data.

Real-time appetite analysis
Capacity monitoring
Success rate prediction
Automated ranking
Zero errors

Automated Form Generation

Automatically converts customer data into carrier-specific formats without manual intervention.

Multi-carrier support
Format conversion
Error prevention
Instant delivery
10x faster

Streamlined Workflow

End-to-end automation from customer intake to carrier submission in minutes, not hours.

Real-time tracking
Status updates
Automated follow-ups
Performance analytics

Complete Workflow in Minutes

Seamless journey from customer intake to carrier submission

01

Customer Data Capture

Single unified form captures all customer information with intelligent validation

< 2 minutes
02

Appetite Analysis

AI analyzes customer profile against carrier appetites and capacity in real-time

< 5 minutes
03

Carrier Matching

System ranks carriers by fit score and automatically selects optimal partners

< 3 minutes
04

Automated Submission

Convert, validate, and submit to carrier-specific formats automatically and seamlessly

< 10 minutes
Book Your Demo

Experience Agency Bench
Live

See how Agency Bench can streamline your agency operations. Get a personalized demo showing customer-to-carrier workflow automation.

Live demo with your customer data
Custom carrier integration setup
ROI analysis for your agency

Live Demo Session

45-minute personalized walkthrough

Your use case analysis
2
Live AI processing demo
3
ROI calculator review
4
Q&A with experts
Schedule Your Demo