Meet Kay.ai: An AI-Powered Coworker for Insurance Workflows

Looking for smarter, faster ways to handle everyday tasks in your agency? Catalyit Premium Partner Kay.ai is an AI-powered assistant built for the insurance industry.

What is Kay.ai?

Kay.ai is a conversational AI tool that integrates directly into your email, AMS, or browser to help you complete tasks, get information, and manage workflows. It's like an assistant who understands insurance and is available 24/7.

The platform was created by insurance veterans who understand the real challenges agents face. The goal? Eliminate repetitive, low-value tasks and give agents more time to focus on building relationships and expanding their business.

What Can It Do?

Here are just a few ways Kay.ai can support your day-to-day work:

• Read and summarize documents: It can extract key information from policies, forms, and other PDFs.
• Handle emails: Kay.ai can draft professional responses to client emails or summarize long threads.
• Answer policy questions: Ask it things like “What’s covered under this auto policy?” and get clear, quick answers.
• Automate workflows: From quoting to endorsements, Kay.ai helps you manage processes more efficiently.
• Integrate with your tools: It works inside systems like Gmail, Outlook, AMS360, and even your browser – no need to switch platforms.

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.

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