For Insurance Agents

The operating system for insurance agents.

Three modules built for the highest-leverage client communication work in your agency. Plus the general-purpose tools your team uses every day.

Your management system handles policies. Prism handles the client communication.

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Policy language is quoted only from what you provide. Bring your own AI key. Client data stays with your provider.

Built for Insurance Agents

Three modules made specifically for this work.

Loss Run Analyzer

Upload a loss run PDF, get a risk assessment and carrier recommendations.

  • Structured claim history table extracted from any loss run PDF
  • Pattern analysis with frequency and severity trajectory
  • Carrier recommendations using your agency's market list

$97 one-time + $29/mo

Claims Advocacy Letter Drafter

Draft professional advocacy letters when carriers deny or lowball your client's claim.

  • Tone control: cooperative, firm, or DOI-ready aggressive
  • Quotes policy language only as supplied - never fabricated
  • Escalation path included if the first letter doesn't move them

$97 one-time + $29/mo

Renewal Communication Generator

Personalized renewal letters at scale - rate increases framed for retention.

  • Bulk CSV in, one personalized .docx letter per client out
  • Rate-increase framing tuned by size of change
  • Voice training one-time - matches your agency's existing letters

$97 one-time + $29/mo

Plus the general-purpose modules every operator uses

Mix and match. Only pay for what you turn on.

Task Board

Track renewals, certificate requests, claim follow-ups, and team handoffs in one place.

SOP Library

Versioned standard operating procedures for new business, claims intake, and renewals.

Support Queue

Customer service ticket tracking for high-touch personal lines books.

Ready to add insurance agents modules to your stack?

Pick the modules you need, connect your AI, and ship faster on your highest-leverage work.

Get started Try the free module