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.
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.
Here are some of the workflows Kay automates:
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:
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.
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.