Insurance

Quote faster. Intake cleaner. Never miss a renewal.

Lutendi builds AI systems for agencies and brokerages that turn submissions, claims, and renewals into clean, routed, ready-to-act work — inside your AMS, not another tool.

Book an automation audit See the systems
Submission · GL renewal Ready to quote
ACORD 125/126 parsed
28 fields extracted · 0 missing
Appetite match: 3 carriers
Routed to submission queue
Renewal due in 42 days
Reminder set · packet drafted
60%
faster submission turnaround
98%
of renewals flagged on time
15 hrs
of CSR data entry saved weekly
< 1 hr
to acknowledge new claims
Solutions

Eight systems built for agency operations.

From new submission to bound policy and renewal — wired into your AMS, email, and carrier portals.

Submission intake

Parse ACORD forms and broker emails into clean, structured submissions ready for the carrier queue.

Renewal tracker

Flag every upcoming renewal early, draft the packet, and keep nothing slipping past its deadline.

Policy comparison

Compare quotes and policies side by side, surfacing coverage gaps and price deltas in plain language.

Certificate issuance

Generate COIs on request, validate them against contract requirements, and send without the back-and-forth.

Claims triage

Classify, acknowledge, and route new claims to the right adjuster within minutes, day or night.

Quote follow-up

Nurture open quotes to bind with timely, personalized follow-ups — so fewer warm quotes go cold.

Broker & client summaries

Turn dense policies into plain-language coverage summaries clients and brokers actually read.

Compliance review

Check filings, binders, and disclosures against requirements and flag anything that needs a human.

Integrations

Connected to your AMS and carrier workflow.

Automations read and write directly in your management system, email, and document tools — so your CSRs and producers keep working exactly where they do today.

Applied Epic
AMS360
HawkSoft
EZLynx
DocuSign
Outlook / 365
ACORD forms
Salesforce
+ your stack
Compliance & security

Handling sensitive data the way regulators expect.

PII, claims, and policy data are processed with the controls and audit trail your E&O carrier and state DOI will ask about.

SOC 2-aligned controls

Security practices mapped to SOC 2 principles, with vendor controls reviewed end to end.

PII encryption & access

Policyholder data encrypted and access-scoped by role, with least-privilege defaults.

State DOI awareness

Automated comms and disclosures built around state filing and notice requirements.

Reviewable audit trail

Every action logged for E&O defense and internal audit, exportable on demand.

How it works

From audit to autopilot in four steps.

01

Map the workflows

We shadow your CSRs and producers to find the highest-leverage automations.

02

Build & connect

We design each system and wire it into your AMS, email, and carrier tools.

03

Go live

Systems launch inside your management system — nothing new to learn.

04

Tune & scale

We monitor accuracy and turnaround and keep improving as you grow.

See which agency workflows to automate first.

Book a free automation audit. We'll map your submission, renewal, and claims flows, show where AI pays off fastest, and leave you with a prioritized plan.

Free · 30 minutes · no obligation