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Renewals jump, nobody remarkets, and the account walks.
The brain reads your expiration list, carrier renewal emails and notes, and tells you, daily or weekly, which big increases nobody has touched.
AI drafts. Your people decide.
Push · Sample
Mon 7:00 a.m. · To you
$31,700in commission at risk.
What's slipping.
Three leaks the brain watches for in an independent agency, and the alert you'd get.
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Renewals nobody remarketed.
PushMon 7:00 a.m.Sample
Lisa has 8 renewals over $10,000 due Jan 1, each up 15% or more. No quotes requested. $14,200 commission at risk.
Read from: Expiration listRenewal offersSent mail
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Households with only one policy.
PushTue 7:00 a.m.Sample
412 households carry auto with you and nothing else. 58 renew in the next 90 days. Biggest: Patel, three cars.
Read from: Policy listRenewalsNotes
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Endorsements done, premium never billed.
PushWed 7:00 a.m.Sample
14 endorsements on agency-bill accounts added premium since Sept 1 with no invoice. $9,300 unbilled. Oldest: Ruiz Trucking, new truck.
Read from: Carrier emailInvoicesPolicy list
Samples. Yours come from your own records.
It tells you first.
Then it answers what you ask, and drafts the follow-up for your OK.
Push
The right info reaches the right person, before they ask.
SampleMorning brief to Lisa: Harbor Bakery renews Jan 1, up 28%. Last remarketed in 2023. Two markets declined then.
Ask
Everything your business knows, one question away.
SampleDid the carrier process the Ruiz truck endorsement?
Yes, Oct 8. Premium up $1,140. Source: carrier email in the policy file.
Act Drafted. You approve.
Agents answer, chase, and close the loop. You approve.
SampleRenewal review letters for Lisa's 8 big renewals, showing what changed and why. A licensed agent edits and sends.
What it will never do here: give coverage advice, quote or bind, issue a certificate, or email a client on its own.
AI drafts. Your people decide.
You stay in charge.
- A person approves before anything goes out.
- Every answer shows its source. Anything unsure gets flagged for a person.
- Your data stays yours: single-tenant, US-hosted, encrypted, never used for training.
- You own what we build. If we part ways, we hand it over whole.
Works with what you run.
- Reads directly
- NowCerts.
- Reads its reports
- Applied Epic, AMS360, HawkSoft or EZLynx (the reports they email you).
- From your inbox
- Carrier renewal offers, endorsements and commission statements.
- Also reads
- Email (Gmail or Outlook, including your archive), shared files, spreadsheets, and QuickBooks or Xero. Not personal phones or texts.
Anything that emails a report or exports a spreadsheet works too. You connect each one, read-only to start, and can turn it off any time. Some software only opens its data on higher plans. We check yours on the first call.
Questions agency principals ask us.
My software already does this.
Your agency system tracks policies and expirations well. It doesn't compare the carrier's renewal email with last year's premium, or notice the endorsement nobody invoiced. The brain reads across your system's reports, your inbox and QuickBooks, and tells you what fell between.
Will it give coverage advice?
No. Only licensed people advise, quote or bind. The brain reads, flags and drafts. A licensed agent decides what goes to a client.
We're on Applied Epic. Can you read it?
Not directly yet. Epic, AMS360, HawkSoft and EZLynx open their data only to approved partners. We start with the reports your system already emails you, plus carrier emails and your shared drive.
Who at Second Shift sees our data?
Only Mac, plus our machine learning engineer on a complex build, and only what setup or a fix needs. Your data is single-tenant, US-hosted, encrypted, and never used for training. You can see what we connected and turn any of it off.
