The simplest way to put AI to work for your business
Agencies know they should be using AI; the hard part is how — without stitching together a dozen point tools. Sentinel is one layer that takes on the repetitive work across the systems you already use, securely and with a person in control, so you can adopt AI without adding another silo.
Re-keying is agents' number-one complaint
Independent agents keep saying the same thing. In Ivans' 2026 Agency-Carrier Connection Report, re-keying data is the top workflow pain point, and 90% of agents have reduced business with a carrier because the process was too much friction. More than half lose commercial deals every month because they cannot reach the right markets fast enough.
name re-keying their #1 workflow pain
have cut business with a carrier over friction
lose commercial deals every month
Source: Ivans 2026 Agency-Carrier Connection Report (702 independent agents).
One layer, not another silo
Most agencies “adopt AI” by buying another point tool — one for reading a dec, one for comparison, one for downloads — each with its own login, integration, and per-seat cost. Sentinel is the opposite: one layer that works across the systems you already use, with nothing to integrate. It takes on the repetitive work, and the jobs you currently pay separate tools or seats for — so adopting AI adds capability, not another silo.
What you can hand off
The repetitive, high-volume work that fills an agency's back office. Start with one, add more as you go — all through the tools you already use.
Prospecting
Think ChatGPT, but built for insurance. Put a team of AI agents to work researching the businesses you want to win — surfacing risks and exposures, identifying the decision-makers you'll deal with, and estimating the lines of coverage and premium potential of an account, so producers can triage which accounts are worth pursuing.
Account setup & data entry
Save hours of data entry. Sentinel keys applicant and policy information into your AMS, researches the details a submission needs, flags what's still missing, and generates a fact-finder your agents can use to collect the rest from the client — so the file comes together ready to quote, not half-filled.
Submission & proposal prep
Read a declarations page or policy — any carrier, any format — and turn it into structured data. Review the coverage, flag gaps and exposures, and compare quotes side by side. For submissions, it drafts the narrative that makes the case for the risk; for renewals and new business, it builds the current-versus-proposed proposal, gaps and improvements flagged, ready for the producer to present — the work agencies buy several separate tools to do.
Post-bind servicing
Once a policy is bound, the work doesn't stop. Sentinel processes the daily carrier downloads — policies, endorsements, cancellations, claims, and commission statements — matches each to the right record in your AMS, and reconciles what doesn't line up, like unmatched commission lines or an open claim with no policy attached. The servicing backlog, cleared.
Why you can trust it with real work
Most AI fails a business not by being unable to do the work, but by doing it confidently and getting it wrong. Sentinel is built so the work can be handed over.
Your customers' PII stays protected
A remote assistant sees everything — names, addresses, account numbers. Sentinel works differently: the AI it runs on never sees your customers' PII, so none of it reaches a third-party model — and you can inspect exactly what was protected.
Every value is traced to its source
Sentinel tracks where each value it enters comes from — a document or the user. When something can't be traced back to a source, it flags that value for you to check, rather than letting a number the AI may have invented slip through unnoticed.
A person stays in control
Sentinel does the repetitive work and hands back the judgment: it never sends a submission, presents a proposal, or signs for anyone without approval. And as it works across outside systems, it guards against sensitive customer data slipping out where it shouldn't.
Let's explore AI for your agency
We're working with a handful of insurance agencies as development partners, bringing AI into the work that fills their teams' days. If you're wondering where AI fits in your agency, we'd love to figure that out with you.