16,000+
renewals analyzed / month
Renewal reviews
Vienneau Insurance — published Quandri case study
6,000 hours saved per year · 85.3% ROI reported
AI can turn renewal work from a seasonal backlog into a proactive review process.
We build custom AI Automations for Insurance Agencies
Use this site to find out what you should build first.
Don't use AI to replace your team. We partner with agencies to find more business from your existing book, manage customers better, and improve new business generation.
The first step is to find what can be done quickly and will have the biggest impact on your business.
Partnered with the security & cloud ecosystem
01
Renewal Retention Automation
Increases retention by up to 22% industrywide, with less work.
02
Quoting and Comparative Rating Automation
Auto-fill applications from existing customer data.
03
COI Issuance Automation
Stop manually fulfilling repetitive tasks.
04
Automated Cross-sell and Bundling Identification
Scan your existing book for coverage gaps and lift bundled premium by a reported 1.5x–2.4x.
05
Onboarding
Automated new-policy welcome sequence, document collection, and account setup.
06
Compliance Trail
Generate and file call summaries and emails automatically for a clean audit trail.
Built, secured, and maintained by OmegaBlack
../SECURITY
Built Security-First, From the Ground Up
OmegaBlack is a SOC 2 Type II certified cybersecurity firm with extensive financial security, privacy, and compliance experience.
Security, privacy, and compliance aren't features we bolt on at the end — they're the starting point of everything we build. Before we write a line of code, deploy a process, or connect a system, we ask one question: does this hold up to the standard we'd want protecting our own data? That discipline is why regulated companies — non-bank lenders, law firms, and financial services teams handling sensitive client and customer data — trust OmegaBlack to secure what matters most.
- The right people get access to the right information
- Important decisions stay with your team
- Unusual cases are sent to a person
- The process is tested before the agency relies on it
- The system is monitored and maintained after launch
- AI-driven cybersecurity and intelligence firm
- Insurance is a core industry
- SOC 2 Type II certified
- Built for compliance from day one
- Works with Applied Epic, EZLynx, AMS360, and Vertafore
../THE_SHIFT
More Business from Your Book + More New Customers.
AI is no longer limited to experiments or giant carrier technology departments. Insurance agencies are using trusted AI processes to handle repetitive work, surface better information, and give producers more time for clients and new business. OmegaBlack can help you find more business from your existing book, improve customer service, and find new customers.
../MARKET_PROOF
What agencies are reporting in published sources.
~$350K
out-of-state commercial risks written
Commercial quote preparation
Tate Insurance Group — Applied Systems customer story
Account managers had been spending 30–60 minutes gathering ancillary information per new commercial quote.
AI gives producers better information faster, without removing the agent from the decision.
7.5 hrs
average saved per week
Coverage and risk analysis
2025 Big "I" Best Practices Study
Loss run analysis, coverage analysis, SOV comparison, internal Q&A tools · 244% ROI for one agency implementation.
AI helps account teams spot important information before a client conversation.
1 pass
instead of four re-entries
Documents and servicing
Common practice across AI-supported agency processes
Read incoming documents, extract policy information, route tasks, process service requests, flag unusual cases for human review.
Staff shouldn't have to copy the same information from an email, into a PDF, into a carrier portal, and then into the AMS.
Examples from published agency and industry sources. Not OmegaBlack client results.
../THE_GAP
You do not need a large technology department to use AI like a larger agency.
AI is easier to build than it was a few years ago. The hard part is knowing what to build, making it fit the way your agency actually works, protecting client information, and keeping it reliable after launch. That is why you do not need to become a technology company before using AI. OmegaBlack does the technical work for you.
../THE_WORK
Five moments inside an agency where AI already helps.
The old way
An agent opens the renewal documents, reads through them, compares them with the previous term, and searches for what changed: premium increases, coverage changes, and possible gaps. When the volume rises, reviews get pushed into a backlog. Sometimes the client notices the premium increase before the agency does.
What AI takes over
The system reads the incoming renewal documents, handles the different formats used by the agency's carriers, and prepares a clean summary showing what changed and what deserves attention. It can flag items such as missing overland water coverage or a client who has only one line of business.
What stays with the agent
The agent reviews the summary, decides what matters, calls the client, makes the recommendation, and handles the remarket.
The business result
The agent walks into the conversation with the important information already organized instead of starting with a raw dec page and a pile of files.
In plain terms
Before, an agent opened every renewal packet and read it front to back looking for what changed. Sometimes they got to it, sometimes it sat in the pile, and sometimes the client found the rate increase before they did. Now the packet gets read when it arrives, the agent gets a clear summary with the changes and possible gaps flagged, and they call the client before the client calls them.
The old way
A carrier document arrives by email as a PDF. Someone opens it, identifies what it is, reads the important details, enters the information into the agency system, and files the document.
What AI takes over
AI reads the document, identifies the policy number, dates, coverage details, and document type, then prepares the information for the right place in the agency system. Unusual documents go to an employee for review.
What stays with the agent
Staff review the exceptions and correct anything that needs attention.
The business result
Less time spent opening, copying, and filing documents. Fewer opportunities for information to be entered incorrectly or left sitting in an inbox.
The old way
A request arrives by email or phone. Someone reads it, forwards it to the right person, enters the details into the right system, and tries to remember whether the client has been updated.
What AI takes over
AI identifies what the client is asking for, creates the next task, sends it to the right employee, and prepares a clear acknowledgement or follow-up.
What stays with the agent
The employee confirms the details, approves the change, and speaks with the client when judgment is needed.
The business result
Requests stop disappearing into shared inboxes. The team can see who owns the next step and the client gets a faster response.
The old way
The producer or account manager spends time hunting for property details, vehicle information, prior coverage, loss information, or other details before the quote conversation can begin.
What AI takes over
AI gathers information from the agency's existing records and documents, highlights what is missing, and prepares the key questions the producer should ask.
What stays with the agent
The producer reviews the information, decides what to recommend, and has the client conversation.
The business result
Less time spent searching. Better-prepared conversations. More producer time available for new business.
The old way
Coverage gaps and additional opportunities are difficult to find across a large book of business. Staff may know the information exists, but not have the time to compare every account.
What AI takes over
AI compares account information and brings possible changes or gaps to the surface so the agency can create a review list.
What stays with the agent
The agent decides whether the issue matters and leads the client conversation.
The business result
More useful account reviews and more chances to protect the client while growing the value of the relationship.
../ASSESSMENT
Find the first insurance process AI should improve in your agency.
You do not need to automate your whole agency. Answer a few simple questions about the work your team does today. We will show you where AI could remove the most repetitive work and create the clearest opportunity for growth.
../q1_of_8
How large is your agency?
Used to shape the recommendation, not to score it.
../IMPLEMENTATION
You choose the opportunity. OmegaBlack handles the technology.
- 01We look at how the process is handled today.
- 02We identify the repetitive work AI can take over.
- 03We connect the process to the systems your agency already uses.
- 04We protect the information and decide where an employee must review the work.
- 05We test it with normal and unusual cases.
- 06We put it into use.
- 07We maintain it as your agency and carrier systems change.
You do not need to learn how to build it. You need to know what you want the agency to do better.
The agencies using AI now will have more room to grow. Find your starting point.
See which insurance process could give your agency the biggest lift, then let OmegaBlack handle the technical work.