Meet Kay.ai: An AI-Coworker for Insurance Operations

Account managers lose half their day behind repetitive data entry and portal hopping. Catalyit Premium Partner Kay.ai, replaces that busywork with AI coworkers that can read any document and key in data in any portal, so your people can spend more time selling and advising.

What is Kay.ai?

Kay.ai is an AI coworker that learns your SOPs, works within your existing systems, and adapts with your preferences. You can directly delegate tasks through email, and Kay will log in to your systems and get work done. It works 24/7, flags edge cases for clarification, and keeps a complete compliance trail so you stay in control.

Kay is a smarter alternative to legacy RPA or hiring VAs for repetitive work. Built by machine learning engineers, licensed agents, and insurance experts, Kay uses an advanced reasoning model that doesn’t break when your systems change. It scales beyond outsourcing, with minimal training, and reclaims time back for your team. 

What Can It Do?

Here are some of the workflows Kay automates:

• Personal Line Renewals: Go direct to market, get accurate quotes from each portal, and put your renewal book on autopilot.
• SMB Commercial Submissions: Quote BOP, GL, WC, Auto, and more by just forwarding an email. Kay will get you comparable quotes from your carriers.
• Generate ACORDs, COIs & proposals: Kay will read through your documents, instantly populate your templates, and generate forms within your AMS.
• Notice downloads: Never miss a document. Kay can log in to any carriers and avoid your crucial morning hours downloading notices.

Why It Matters for Agents

Independent agents wear many hats. Kay.ai is designed to take some of the pressure off by handling routine tasks for you. That means more time advising clients, cross-selling, and deepening relationships. Agents that hire Kay report:

• 100s of hours saved per month for each workflow
• 80% cost savings versus manual or BPO approaches
• +20% hit rate because they quote faster and more accurately

Even better, you don’t need to be a tech expert to use Kay.ai. It’s built to be intuitive and easy to use, with natural language prompts that feel like chatting with a smart colleague.

The Bottom Line

Kay.ai isn’t just another generic AI tool – it’s built for agents. With insurance knowledge and practical features, it’s a valuable assistant that can boost your productivity, enhance client service, and help your agency thrive in today’s fast-moving world.

Learn More About Kay.ai