One renewal, done right for every account
Every renewal goes through three stages. Sofia does the assembling and comparing at each, so a season's prep stops eating your account managers' weeks.
- When the renewal opens
The renewal file
Expiring coverage summarized, the exposure questionnaire drafted for the insured, and loss-run requests drafted to each carrier.
- When the answers come back
The submission
Exposures, schedules, loss history and the account narrative assembled into a submission for each market you choose.
- When the quotes land
Comparison and proposal
Every quote laid against the expiring policy, each change in limits, forms and exclusions listed, and the proposal drafted.
The service desk, two ways
Between renewals, the inbox never stops. Certificates, meeting follow-ups and stale records are where the hours leak.
Proof from our own desk
FINdustries runs its own firm on Sofia. The inbox and CRM work that fills an agency's week is what it handles for us.
Meetings become tasks and CRM notes
Dozens of our meetings became tasks and CRM notes without anyone asking. A client's meeting notes went from 30–45 minutes to about five.
ExploreHundreds of contacts kept current
Sofia keeps hundreds of our contact records up to date and personalizes outreach to each one. Your insureds' records can stay that current too.
ExploreOperations that run on schedule
Scheduled jobs run our daily operations, so the Monday list and the reminders arrive whether or not anyone remembers to ask.
Explore“It's made my job a lot easier.”
Works with the systems your agency runs on
Sofia works with more than 800 business systems, so she works from your real data. We set up the ones your agency uses.
The service inbox and client calls
Requests read and answered in draft from the account file, attachments filed, and renewal calls turned into notes and follow-ups for your review.
ExploreComparisons and renewal files
Quote comparisons built in Excel in your agency's format, and renewal files kept in the account folder where your team looks.
ExplorePipeline, accounts and signatures
Account notes logged in Salesforce or HubSpot, applications sent for signature through DocuSign, and AgencyZoom connected for your producers' pipeline.
ExploreA renewal file worth sending, for every account
A renewal done properly shouldn't depend on who's working it. Sofia learns the process once for the whole agency.
Each CSR with their own AI
- Each CSR prompts a chatbot their own way
- The best renewal checklist lives in one inbox
- New hires learn each carrier the hard way
Sofia, taught once
- Your best account manager shows Sofia once
- It becomes a skill for every renewal
- A new CSR's file matches your best one
Sofia prepares. Your licensed staff advise and bind.
Sofia does the assembling and comparing. Placement, coverage answers and binding stay with licensed people.
- Binding stays licensed
- Your producers choose the market. Only your licensed staff bind coverage.
- Coverage answers come from people
- Sofia drafts. Your licensed professionals tell an insured what's covered.
- A person issues certificates
- Sofia checks the contract's requirements against the policy. Someone at your agency issues the certificate.
- Your IT lead agrees access
- Nothing connects until IT agrees. Anything on your never-touch list stays out.
- Never used to train AI
- Insureds' data isn't used to train AI models, by us or our model providers.
Where agencies and brokers start
Start with the renewal month that hurts most. Each page shows the work step by step.
- Client DeliverablesRenewal proposals, stewardship reports and certificates across the whole book.Explore
- Project DeliveryA book review or remarketing push, directed by one person.Explore
- Memos & ReportsContracts read for insurance requirements, gaps listed for the producer.Explore
- Revenue AssuranceCommission statements checked against what each carrier owes you.Explore
- Contacts & OutreachEvery insured's record kept current, and each note written to the person.Explore
- Pipeline & CRMRenewal meetings end with notes, tasks and account updates logged.Explore
- Operations ReportingUpcoming renewals and what's missing on each, every Monday.Explore
- Due Diligence & ResearchUnderwriting research on a prospect, filled into your own template.Explore
Questions firms ask
Does Sofia connect to our agency management system?
Sofia works with more than 800 business systems, including AgencyZoom, Salesforce, HubSpot, Outlook and Excel, and we set up the ones your agency uses. Agency management systems and carrier portals vary, so tell us which you run and we'll confirm the connection.
Can Sofia issue certificates of insurance?
Sofia prepares the certificate and checks the contract's requirements against the policy. A person at your agency issues it. Approval steps can be built into any workflow that writes to a client system or sends a message.
Will Sofia talk to our insureds directly?
Only in the ways you set up. Sofia works in your agency's own AI workspace, the Command Center, and in Slack. Messages to insureds can wait for a person's approval, set workflow by workflow.
How accurate is the quote comparison?
Each difference is listed with the document it came from, so your account manager checks the flagged item and moves on. Sofia is designed not to claim actions she didn't take, and a licensed person signs off before an insured sees anything.
How do we start?
Score your firm first. When you want to go further, the Sofia Assessment maps your systems and values your recurring work in about a month, and you keep everything it delivers: the systems map, workflow catalogue and build order. Then you decide.
Get ahead of your next renewal peak
Score your firm, then tell us your heaviest renewal months. We'll show you which prep Sofia takes on, account by account.