How Acolite Helps Agencies Spend More Time with Clients

Independent insurance agencies are slammed with quotes to chase, submissions to package, COIs to issue, renewals to start, and clients who expect quick, clear answers. Acolite, a Catalyit Premium Partner, brings purpose-built AI teammates that take on the repetitive operational work so your people can focus on advice and relationships.

What Is Acolite?

Acolite is an AI platform that adds “teammates” to your operations. These AI colleagues handle day-to-day tasks like issuing Certificates of Insurance (COIs), handling carrier submissions, and standardizing SOVs, thus streamlining the journey from intake through quoting, placement, bind, and renewal.

Where Acolite Fits in Your Workflow

Acolite works just like a virtual assistant. Simply forward an email to Acolite, and in the background, they handle:

How It Works

Teams simply forward an email to Acolite, and they get to work. Acolite parses the request, retrieves and analyzes policy documents from your AMS in a secure, controlled browser environment, compares coverage against the ask, and completes the task (e.g., COI) with review steps baked in. 

Benefits for Independent Agencies

Faster responses and fewer back-and-forths in order to issue certificates. Acolite reduces time spend on certificates by 90% while expediting SLAs.

Faster submissions with complete, normalized data - freeing your team to focus more on clients and relationships.

Capacity without headcount, so you can scale service and sales. No need to rely on expensive virtual assistants or learn another tool.

Human oversight and agency-specific tailoring from day one, so you don’t have to change how you work. 

Let's Talk

If you’d like to see how Acolite can enhance your agency’s operations and client experience, visit their directory listing on Catalyit or explore their tools at acolite.ai.