From VAs to AI Teammates: Rethinking Agency Operations

The Rundown

Insurtech startup Acolite is using task-specific AI agents to automate repetitive workflows in the insurance industry — from Certificates of Insurance (COIs) to policy checks and proposals.

The Context

• Acolite’s AI tools are deeply integrated into systems like Applied Epic and EZLynx — not just layered on as chatbots.
• The tech is designed to reduce burnout and boost efficiency by handling non-time-sensitive, high-ROI tasks.
• Setup is lightweight, privacy is tight (SOC 2 compliant), and agents are built to empower — not replace — staff.

Why it Matters

Insurance agencies are drowning in manual, repetitive work — and Acolyte’s pitch is simple: Let AI handle the boring stuff. Starting with small, high-impact workflows could unlock major ROI, without disrupting teams or processes. Plus, the company is offering free 30-minute AI reviews to help agencies get started.