For the brokerage
AI for your brokerage, in plain English.
Imagine an assistant who has read every file in your office, never forgets, never sleeps, and works at the speed of light. That is what this is. It sits on top of the secure systems your company already uses and takes the menial, repetitive tasks off your team, so producers and CSRs can spend more time serving clients.
Built inCompliance, guardrails, standards, and governance. Your people review every result for accuracy and keep the final judgment.
How it works
1
It connects to the systems you already use, your agency management system, your forms, and your email. Your data stays under your control.
2
You ask in plain English, the way you would brief a sharp new hire. No new software to learn.
3
It does the work, a quote, a renewal, a certificate, a summary, and saves it back where it belongs.
The words, in plain English
Claude
The assistant you talk to. Like texting a colleague who is very fast and has read every file.
Connector
A secure pipe from your systems to the assistant. Like a key to the right filing cabinets, and only those.
Prompt
What you ask. Plain English. There is no special language to learn.
iHub
The organized place your information lives so the assistant can use it. A clean back office instead of a pile of disorganized folders.
Automation
The assistant running a multi-step job on its own, like marketing a renewal end to end, then handing back the finished work.
What you could ask it
New business, on personal lines
Start a personal insurance quote for the Miller family: home, two autos, and an umbrella over both.
Which of our carriers fit a coastal home with a pool?
Endorsements
Add a commercial vehicle and its driver to Cascade Fabrication's auto policy and show the premium change.
Add a new hire's payroll to Cascade's workers' compensation and tell me how the premium moves.
Renewals
Pull every personal lines renewal in the next sixty days and flag any up more than ten percent.
Coverage gaps & cross-sell
Show me clients who have a home with us but no umbrella.
Find every contractor with vehicles but no equipment floater, and flag them for a call.
Personal lines is the starting point. The same plain-English asks work across commercial, benefits, bonds, and every other line the brokerage writes.
See it work, page by page: dbv.virtue.tools
Virtue × DBV · AI for Insurance Brokerages