Two layers, one built on the other
First we bring your operation into one place. Then we put agents to work running it. The second layer doesn't work without the first. That's why Handle built both.
- Comparisons
- Follow-up
- Validated receipts
- Collections
- Up-to-date CRM
Layer 02
Vertical Agents
Autonomous execution layer
- Personal Lines Quoting
- Commercial Lines Quoting
- Payment Validation
- Collections
Layer 01
System of Record
Control tower for leadership
Policies · Endorsements · Receipts · Clients · Payments
- Portals
- Calls
- CRM
- ERP
- Excel
01 · CONTROL TOWER FOR LEADERSHIP
The central database for your operation
Handle connects directly to your insurer portals and internal systems using Computer Use. No integrations to build, no IT project, no waiting for an insurer to open an API it doesn't have. And it doesn't depend on someone entering data correctly in the CRM.
Where the data comes from
- Insurer portals
- Policies, endorsements, receipts, payment status
- Email and WhatsApp
- Client requests, insurer replies
- Calls
- Automatic logging
- CRM and ERP
- Clients, accounts, sales history
- Excel and spreadsheets
- What lives outside any system today
What you can do with it
Look up policies, endorsements, receipts and clients by asking in plain language, on an AI trained on your own operation. No manual searches, no asking the person who keeps the data in their folder.
Handle · your operation
Ask your operation
Familia Ortiz
GM-11804 · GNP
Transportes Lira
TR-00931 · GNP
Clínica Andrade
RC-10562 · GNP
When everything lives in one place and updates itself, leadership stops asking for reports and starts seeing them.
02 · AUTONOMOUS EXECUTION LAYER
Agents that run complete workflows, not assistants that make suggestions
A Handle agent takes the request, gathers the documents, logs into the portals, writes to the insurers, follows up and delivers the result. It works like a full-time employee, with 99% accuracy, and lets you know when something needs your judgment.
Commercial Lines Quoting
Industrial plant, Monterrey
It isn't
- A chatbot that answers questions
- An automation with fixed rules
- A copilot that helps you do it
- An integration someone has to build
Handle
- An agent that runs the complete workflow
- An agent that picks the path for each case
- An agent that does it and reports back
- An agent that uses your systems as they are
THE DIFFERENTIATOR
AI that operates a computer the way a person would
Our agents don't just read data. They open portals, move between systems, fill out forms, attach documents and communicate with clients and teams. Navigating more than 100 insurer portals at once wasn't possible before 2024. Today it's at the core of Handle.
Personal Lines Quoting · Auto
Portals in parallel
100+ portals, all at once
- 01
Navigates systems on its own
The agent logs into AXA, Chubb, GNP and dozens more at the same time. Like your best operator, without fatigue or typos.
- 02
Runs end to end
From gathering the documents to delivering the final quote. The complete workflow, with no human intervention.
- 03
Escalates when it needs your judgment
The agent knows its limits. It alerts you in real time when a decision calls for human expertise.
- 04
Logs all activity
Every action is documented. You know what the agent did, when, and with what result.
Why this matters more than integrations
The industry has spent fifteen years trying to solve this with integrations. The problem is that an integration needs the insurer to want to build it, maintain it and document it, and most insurers have no public API.
Computer Use flips the problem. Instead of asking more than 100 insurers to change something, the agent uses their systems exactly as they are today. When a new insurer comes along, there's no integration project: there's an agent that learns to navigate it.
IN PRACTICE
Handle sits on top of what you already have
It doesn't replace your CRM. It doesn't ask you to migrate. It doesn't change how your team works. It connects to the portals, email, WhatsApp and your systems, and operates inside them. Your people keep using the same tools. What changes is how much of the work they have to do by hand.
What you keep
- Your CRM
- Your ERP
- Your processes
- Your insurer relationships
- The way you sell
What gets automated
- Data entry
- Portal navigation
- Follow-up
- Reconciliation
- Comparisons
What you gain
- Operating capacity without hiring
- Real-time visibility
- Your team's time
Built for an industry where data is non-negotiable
- AES-256 encryption in transit and at rest
- Full isolation per client
- A complete log of every agent action
FAQs
What people ask before taking it to the committee
Does Handle replace my CRM?
No. Handle connects to your CRM and keeps it up to date. Your team keeps working where it already works.
Do I need an IT team to implement it?
No. We handle the connection. Most agencies are up and running in 5 to 7 business days.
How accurate is an agent?
99% task accuracy, with built-in verification and human checkpoints that you define.
What happens when the agent doesn't know what to do?
It escalates. It notifies you in real time and waits for your decision instead of guessing.
See it running on your operation
In 30 minutes we show you the platform with real workflows from your brokerage, not a generic demo.