Features & Quick Stats
Key Features
Key Benefits for Independent Agencies
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AI CSR to handle common service requests
Endorsements, certificates, billing questions, ID cards, policy details, simple claims guidance—automatically logged and handed off when needed. -
AI Sales Agent to qualify leads, answer coverage questions, intake applications, and help convert website traffic.
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Works across channels (phone, webchat, text, email).
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Perfect handoff to your staff with full conversation summaries and context.
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Captures agency knowledge by learning from conversations, documents, scripts, and workflows.
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Built-in humans-in-the-loop so the AI handles repetitive tasks while staff handle nuanced ones.
How It Works
You launch two agents:
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Service Agent – Operates like a Tier-1 CSR for inbound questions and requests.
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Sales Agent – Replaces static webforms with conversational intake.
Each agent starts with proven workflows (personal & commercial) and can be customized for your markets and niches.
Agents improve over time as your team interacts with them, reinforcing your best practices and expertise rather than replacing them.
How Indemn AI Helps Independent Agents & Brokers
Why Independent Agents Choose Indemn
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Built by insurance people, not generic chatbot vendors
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Designed for real underwriting and servicing workflows
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Scales with your agency rather than replacing it
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Human-in-the-loop by design—AI for volume, humans for expertise
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Helps agencies preserve institutional knowledge across generations
AI Capabilities
AI Studio
A platform that lets agencies:
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Customize agents without code
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Connect to AMS/CRM/PAS systems over time
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Build specialized workflows (e.g., E&O agencies, surplus lines, trucking, contractors, niche MGAs)
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Maintain internal knowledge through structured prompts & rules
Subscriber Deals
Getting Started
Indemn is working with independent agencies through 101 Weston Labs and partner associations. Free usage-based onboarding options are currently available for qualifying agencies.