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Run your book. From a chat.
Cole is the AI coworker for independent insurance agencies, brokers, and MGAs. Capture new-business submissions, chase renewals, draft client emails, log call notes, and keep your producers focused on selling - across WhatsApp, Slack, email, and SMS. Works alongside your existing AMS.
Cole - Pocodot
online
Cole, forwarded sub from Acme Manufacturing - need GL, Umbrella, WC quotes for 1/1.
9:14 AM
Got it. Routed to Maya (commercial) with a draft acknowledgement and a quote-checklist for the carriers. X-date 12/31 tracked.
9:14 AM
Just finished call w/ Rivera, $2M umbrella renewed. Log it.
11:48 AM
Logged. Note: Renewed $2M umbrella - Rivera Co. Drafted thank-you email + queued cert-on-file refresh for review.
11:49 AM
"Cole and his sub-agents run renewal calls, survey clients for feedback, and report back via Slack, iMessage and email - even prospecting and closing SaaS licenses while I sleep."
Samuel Osei
Head of Sales, Take 44 (NextAgency)
The Salesforce for Insurance
Sound familiar?
Teams in this space fight these every day. Cole was built to take them off your plate.
Submissions buried in inboxes
New-business emails, broker referrals, and quote requests pile up across producer inboxes - and the slow ones go cold.
Renewals slipping through
X-dates spread across spreadsheets and your AMS - producers find out a renewal lapsed a week after it did.
Call notes never make it back
Producers finish a client call, drive to the next, and the notes never get logged. Service team flies blind.
Repetitive client emails
Cert requests, ID-card asks, endorsement updates, premium-finance reminders - the same drafts, written from scratch every time.
What Cole does for your team
Six superpowers, one chat thread.
New-business intake
Forward any submission email or referral to Cole. He extracts named insured, lines requested, effective date, and prior-carrier - then routes it to the right producer with a draft response.
Renewal chase
Cole tracks your x-dates, nudges producers at 60/45/30/15 days, drafts the client outreach, and flags accounts trending toward non-renewal so you can intervene early.
Call-note capture
Producers dictate the outcome in a 30-second voice note or text. Cole writes the structured note, tags coverages discussed, and queues the next-step follow-up.
Client-comms drafting
Cert requests, ID-card sends, endorsement summaries, premium-finance reminders - drafted in your agency's voice, ready for a producer to send.
Service-team coverage
After-hours client questions get a friendly holding reply, get triaged by urgency, and land in the right queue for first thing Monday.
Producer accountability
Cole posts a daily roll-up to your team channel: new submissions, renewals due, calls that need notes, and any account at risk - so nothing falls through.
How it works
Add Cole to your team channel
Invite Cole to Slack, Teams, or your producer WhatsApp group. Forward your first submission email. He goes to work.
Connect your inbox and calendar
Producers connect Google or Microsoft 365. Cole watches for new submissions, x-dates, and meeting follow-ups - your AMS stays the system of record.
Delegate the rest from chat
Tell Cole to chase a renewal, draft a cert request, log a call, or build a Monday-morning roll-up. Just ask in plain English from anywhere.
Built for the work you actually do
3x
faster submission turnaround
vs. manual triage
10 hrs
reclaimed per producer / week
client comms + notes
< 60 sec
to draft most client emails
ready to review and send
Workspace-isolated
data segregation
encrypted at rest, audit-logged
What does this save your team?
Defaults to a 5-person team at $45/hr fully-loaded cost. Slide to match your shop.
ROI calculator
- 10 hours saved per agent/week
- 73% less manual task routing
- 40% faster turnaround
- 24/7 availability - no sick days
- Zero hiring costs, benefits, or downtime
Based on Pocodot customer data + h/person/week reclaimed on client comms, call notes, and follow-up chase. Your mileage will vary by team mix.
What we will tell you about our security posture
Workspace-isolated data with row-level tenancy checks on every query. Encrypted at rest and in transit. Our SOC 2 audit is in progress and we publish status candidly - we will not claim a certification we have not earned. Enterprise identity federation is on the roadmap, not shipped. No protected-health-information coverage today, so we are not the right fit for benefits work that requires it.
Related reading
Deep dives, comparisons, and how-to guides for your industry.
AI for Insurance Brokers: Automating Renewals, Follow-Ups, and Commission Tracking in 2026
AI automates the data-intensive workflows that consume licensed broker time - renewal report pulls in 30 seconds, complete lead follow-up sequences, and continuous commission tracking. Here's how it works.
Read more case studiesHow NextAgency Holds 200+ Insurance Agencies Accountable with Cole
NextAgency manages 200+ independent insurance agencies with a lean team. Cole handles client follow-ups, team standups, SDR support, and renewal chasing - saving 10+ hours per person per week.
Read moreQuestions teams ask us
Ready to take the busywork off your team?
A 20-minute demo on a real workflow in your shop. No slide deck.