Your insurance company,
running on autopilot.
The AI agent platform purpose-built for brokers and insurance agencies. Automates quoting, reconciliation, and collections — end to end, across every channel.
Insurance back-office still runs on portals, phone calls, CRMs/ERPs and Excel.
A mid-size broker manages 5+ carriers. Each has its own portal, format, and login. To run a quote, the team logs in to 4 portals. To reconcile a month, someone spends 2–3 days in Excel. To chase 75 overdue receipts, someone makes 75 phone calls. The work is repetitive. The tools are fragmented. Every broker grows revenue by adding people — because the work scales linearly with policies.
Slow quotes lose deals
Quoting takes days. By the time you respond, the client already closed with a faster broker.
Untracked policies
Policies that exist at the insurer but not in your CRM. Commissions lost without anyone knowing.
Payment status blind spots
Policies marked as paid that aren't. Cancellations that arrive as a surprise — when it's too late.
Reconciliation bottleneck
Hours cross-referencing spreadsheets and portals. Errors discovered too late to correct.
What changes when the agents start working
Welcome to the future of insurance brokers.
Connect with your carriers
Centralize every operation in your agency and connect your carriers in a single platform that updates in real time.
Interact with your operation
Look up policies, endorsements, receipts, and clients through an AI trained on your own operation — no manual searching.
Two layers that build on each other
System of Record (SOR)
The central database for your operation. We use Computer Use to connect directly with your insurers' portals and internal systems — no manual integrations, no depending on anyone updating a CRM.
Vertical Agents
AI agents that execute complete workflows end to end. They operate like full-time employees — quoting, reconciling, monitoring — with 99% accuracy.
Computer Use:AI that operates the computer like a human
Our agents don't just read data — they operate the computer like a person would. They open portals, navigate between systems, fill out forms, attach documents, and communicate with clients and teams.
This capability — autonomous navigation across 100+ insurer portals simultaneously — wasn't possible before 2024. Today, it's the core of Handle.
QuotingAgent
Built for complex insurance lines that can't be quoted through portals — corporate property damage, payroll, group life, civil liability. It receives the request via email or WhatsApp, contacts 80+ insurers simultaneously with personalized emails, normalizes every response, and delivers a decision-ready comparison. What used to take 2–5 business days now takes under 2 hours.
CollectionsAgent
Navigates 100+ insurer portals simultaneously using Computer Use and consolidates all payment data in your Handle dashboard — in real time. Validates new payments, flags overdue receipts, and syncs your CRM automatically. Zero manual data entry. Zero human error.
The platform grows with you
Handle has agents for every area of your operation. Some are live today — others are on the way.
Manages and tracks claims from opening to resolution. Automated communication with insurers and clients at every stage.
Coming soonAutomatically calculates and distributes commissions across your team based on policy rules, carriers, and production data.
Coming soonHave a workflow unique to your operation? We build custom agents tailored to your business, integrated with your existing systems.
See Handle in action
Watch how our agents handle quoting, collections, and reconciliation — end to end, in real time.
Brove
How BROVE saved 189 hours of manual work in 5 weeks with Handle's quoting agent
Your data,protected by design
Handle is built for the insurance industry — an environment where data sensitivity is non-negotiable. Every layer of our infrastructure is designed to keep your clients' information safe.
All data in transit and at rest is encrypted with AES-256 and TLS 1.3. No plain-text storage, ever.
Your documents and context are retrieved only when needed — never stored in shared model memory or exposed to other tenants.
Rate limiting, anomaly detection, and automatic token rotation prevent unauthorized access and misuse of your integrations.
Every agency runs in a fully isolated environment. Your data is never co-mingled with another client's.
AI agents that work across every type of insurance
From corporate fleets to individual policies — the agent picks the right path for each case.
A client sends the slip for an industrial plant. The agent analyzes the risk, writes to 35 insurers, and delivers the comparison before the day is over.
100 company vehicles. The agent quotes across all portals in parallel, extracts prices and coverages, and builds the full comparison.
A 200-employee company needs group life. The agent collects the census, sends it to the right insurers, and manages every response.
Client requests an individual GMM quote. The agent quotes directly on each portal with the client's data and delivers the comparison in minutes.
Insurance that almost no portal quotes online. The agent writes personalized emails to specialists at each insurer and follows up until every response is in.
The slip includes routes, cargo type, and declared value. The agent extracts everything, identifies specialized insurers, and quotes by email.
Client requests a quote for their personal vehicle. The agent accesses all portals, fills each form automatically, and delivers a complete comparison.
Client needs life insurance. The agent contacts the right insurers based on profile, age, and coverage needs, then presents the best options.
GMM quote for a family or individual. The agent navigates each insurer's portal, fills the health questionnaire, and delivers a complete comparison.
Client needs home coverage. The agent collects property data, contacts specialized insurers, and presents options by coverage level.
A small or medium business needs multi-line coverage. The agent identifies the risk profile and contacts the right insurers for each line.
Client traveling abroad needs coverage. The agent quotes multiple plans by destination, duration, and profile — and presents them instantly.
A client sends the slip for an industrial plant. The agent analyzes the risk, writes to 35 insurers, and delivers the comparison before the day is over.
100 company vehicles. The agent quotes across all portals in parallel, extracts prices and coverages, and builds the full comparison.
A 200-employee company needs group life. The agent collects the census, sends it to the right insurers, and manages every response.
Client requests an individual GMM quote. The agent quotes directly on each portal with the client's data and delivers the comparison in minutes.
Insurance that almost no portal quotes online. The agent writes personalized emails to specialists at each insurer and follows up until every response is in.
The slip includes routes, cargo type, and declared value. The agent extracts everything, identifies specialized insurers, and quotes by email.
Client requests a quote for their personal vehicle. The agent accesses all portals, fills each form automatically, and delivers a complete comparison.
Client needs life insurance. The agent contacts the right insurers based on profile, age, and coverage needs, then presents the best options.
GMM quote for a family or individual. The agent navigates each insurer's portal, fills the health questionnaire, and delivers a complete comparison.
Client needs home coverage. The agent collects property data, contacts specialized insurers, and presents options by coverage level.
A small or medium business needs multi-line coverage. The agent identifies the risk profile and contacts the right insurers for each line.
Client traveling abroad needs coverage. The agent quotes multiple plans by destination, duration, and profile — and presents them instantly.
Works with what you already use
No migrations. No stack changes. Just plug in.
Plugs into your existing stack
CRMs, email, messaging, insurance software — Handle operates inside the tools your team already uses.
Excel / CSV
Microsoft Dynamics
Gmail / Outlook
Quattro
SICAS
SIGA
Salesforce
HubSpot
ERPs
Let's talk — we integrate with it.
Frequently asked questions
Most agencies are fully live within 5–7 business days. We handle the integration with your existing tools — no IT team required on your side.
No. Handle takes over repetitive, manual tasks so your team can focus on what actually drives revenue — client relationships, strategy, and high-value advisory work.
Handle connects to major CRMs (Dynamics, Salesforce, HubSpot), email (Gmail, Outlook), WhatsApp, insurer portals, and spreadsheet-based workflows. If you use it, we can likely integrate with it.
Handle operates at 99% task accuracy with built-in verification loops. Every critical action includes human-in-the-loop checkpoints that your team controls.
Yes. Enterprise-grade security and controls, purpose-built for regulated industries from day one. Your data is encrypted at rest and in transit.
Agencies typically see 6–8x ROI within the first 90 days. The biggest drivers are reduced quoting time (from 25 min to ~3 min per quote) and recovery of revenue lost to untracked policies.
No. Access controls ensure only the account that owns the data can view it.
We use secure authentication flows and store your tokens encrypted. You can disconnect any time.
Yes. We encrypt data in transit (HTTPS) and at rest using strong, industry-standard methods.
Yes. You can disconnect integrations and request deletion. We also remove access tokens when you disconnect.
Handle runs on reputable cloud providers with strong physical and infrastructure security. If you have any questions about security or privacy, reach us at luis.doriz@usehandle.ai — we're here to help.
