What is an AI back office for an insurance agency?
An AI back office runs the service work of an insurance agency inside the systems the agency already uses: the inbox, certificates, policy changes, renewals, payment notices and quoting. DouxProcess builds one for each agency. A language model reads the mail and the documents. The agency's own procedures decide what happens next. A person approves anything that leaves the agency.
What it does in a day.
Every email is read, matched to the right client and policy, and filed. Certificate requests are checked against the policy before a certificate exists. Policy changes go to the carrier and are followed up until they are issued. Renewals are pulled ninety days out. Pending cancellations are caught the day they arrive. Applications are read once and filled into each market.
What it does not do.
It does not decide coverage, bind, or send anything to a client or a carrier on its own. When something does not match the agency's procedures, it stops and asks. Every action is logged on the client record with the email that triggered it.
How it differs from a chatbot.
A chatbot drafts something, and then your team checks it, fixes it, keys it into the system and sends it. A back office does the work itself, in your agency management system, mailbox and carrier portals, and holds it for sign-off. Your team approves from one screen.
Straight answers.
Does it replace my CSRs?
No. It takes the double entry, the carrier follow-ups and the filing. Your account managers keep the clients, the coverage calls and the relationships.
Which systems does it work with?
The ones you already use: your agency management system, your mailbox, phones, e-signature and carrier portals.
Does it run at night?
Yes. The workflows run around the clock. Anything that leaves the agency still waits for a person's sign-off.
What does it cost?
$2,500 a month per agency covers up to 3 licensed producers. Each producer after that is $500 a month. The build is done for you. The demo is free.