Terso AI
Industries
Commercial real estateMarketing agenciesInsurance agenciesSales teamsStaffing and recruitingAccounting firmsHome servicesBusiness brokers and M&AExecutive assistantsWealth management and RIAsNursing homes and senior carePrivate equityLaw firmsHealth careManufacturing acquisitionsDistressed and foreclosure real estateCommodity trading and logisticsFranchise and multi-locationCommercial mortgage brokers Another industry
Products
Command CenterOne screen for the whole operation: what is happening now, what needs a decision, and what the numbers say.Deal EngineA sales system that sources prospects, answers every lead in minutes, and works the follow-up until there is an answer.Deep BrainEverything the company knows, held in one private place the whole team can ask in plain language.Front DeskEvery call, form, and message answered day and night, with the appointment booked.Document DeskPaperwork in, finished packets out, on deadline, with the trail intact.
Free AI audit How we do it Team
Insurance agencies

Read the risk once, and let the quote go out while they are still shopping.

The same data gets typed into an application, an ACORD form, a carrier portal, and the management system by people you pay to sell and serve. We read it once and feed the rest, generate the deadline-driven notices on schedule with the trail intact, and keep every renewal worked.

See how we do it

Where the hours and the accounts go.

Rekeying

The same data gets typed five times

Applications, ACORD forms, carrier portals, the management system, the proposal. One risk gets rekeyed across all of them, by hand.

Speed

The slow quote loses

Prospects shop several agencies at once. While your submission waits on data collection, someone else's quote is already in their inbox.

Service load

Certificates and renewals fill the day

Certificate requests and renewal processing arrive constantly and repeat. Service staff spend the day on them while rounding and retention wait.

Compliance

A missed date is an errors and omissions conversation

Notices with hard legal deadlines carry per-day penalties, and tracking them on a spreadsheet is itself the risk.

What we build around your management system.

Deadline notices on schedule

Notices that carry hard legal deadlines generate on time with a full audit trail, so a compliance date stops being a spreadsheet risk. Documents that took minutes each now take seconds. A deployment strategist on our team has built exactly this before.

Intake read once

Applications, loss runs, and ACORD forms get read and extracted once, then the same data feeds the management system and the carrier submissions, with a person reviewing.

Every renewal worked before it is shopped

The book's renewal dates drive the quoting and the follow-up, so you are in front of the account before the prospect starts calling around.

Certificates issued and renewals processed

Certificate requests and renewal paperwork run themselves, so service hours go back to rounding accounts and keeping them.

Build anything

We build whatever your operation needs.

Every system on this site started as one sentence from an operator describing the part of the job that eats the week. Write yours in the box below. Jake reads it himself and replies within one business day with what it would take to build.

Describe it in your words.

Plain language is enough. The more detail in the box, the more specific the reply.

Or .

A reply comes back from jake@tersoai.com within one business day. Details stay with Terso AI and are covered by the privacy policy.

The systems

What we would run in a insurance agencies operation.

Document Desk

Paperwork in, finished packets out, on deadline, with the trail intact.

This is the piece already running inside an agency today: applications, ACORD forms, and deadline-driven notices read once and generated on time, with the audit trail a carrier or a regulator would ask for.

Deal Engine

A sales system that sources prospects, answers every lead in minutes, and works the follow-up until there is an answer.

Producers stop chasing from memory. Every prospect and every renewal gets its next message on schedule, in the producer's voice, ahead of the date the account starts shopping.

Command Center

One screen for the whole operation: what is happening now, what needs a decision, and what the numbers say.

A principal sees the renewal calendar, what has been quoted, what is waiting on a carrier, and which notices went out, without asking the service team.

Three books, three different bottlenecks.

A benefits shop and a property and casualty shop lose time in different places. Each one gets the build that fits its book.

Property and casualty

The problem
  • Certificates, endorsements, and renewals arrive all day.
  • The submission to a carrier waits on data that already exists in three other documents.
What we build
  • ACORD and application extraction that feeds the management system and the carrier submissions, certificate issuance that runs itself, and renewal processing worked ahead of the date.

Employee benefits

The problem
  • Notices carry hard legal deadlines and per-day penalties, and the tracking lives in a spreadsheet one person maintains.
What we build
  • Deadline-driven notice generation on a fixed schedule with a full audit trail, plus enrollment and census intake read once and fed onward.
  • One of our deployment strategists built and ran exactly this for a benefits administrator before joining us.

Life and health

The problem
  • Cases stall for weeks on requirements.
  • Chasing a client to complete labs, forms, and medical records is most of the work between the application and the commission.
What we build
  • Requirement chasing that runs on its own until the file is complete, case status visible without calling the carrier, and producer follow-up that keeps every open case moving.
Get started

Interested in making your insurance agency AI-native?

First name, last name, and a work email is all it takes. Jake reads every one of these himself and replies within one business day with what to automate first.

Send the details

First name, last name, and a work email. Jake replies within one business day.

Or .

A reply comes back from jake@tersoai.com within one business day. Details stay with Terso AI and are covered by the privacy policy.

Before you call

Three things you can check on us.

Risk

Seven-day money-back guarantee

Ask for your money back inside the first seven days of the build and you get it. After day seven the standard terms in your agreement resume.

Team

Engineering from Fortune 500 companies

The team includes former Fortune 500 developers, with prior experience at Microsoft, Morgan Stanley, NASA, T. Rowe Price, Perplexity, and Cognizant, and is drawn from Dartmouth, Brown, and Case Western Reserve. Read the roster.

Proof

We run Terso on the systems we sell

Our sales, research, and operations run on Deal Engine, Deep Brain, and Command Center every day. Ask on the call and we will show you ours running.

Where to start

See what this costs you before committing to anything.

Send the details of your insurance agencies operation and the reply comes back with the hours and the revenue currently going to the problems above, and which one to solve first.

  • A reply within one business day, written by Jake
  • The first build named, with the return it targets
  • No obligation to go further

Send the details

Name, email, and company. Jake reads these himself and replies within one business day.

Or .

A reply comes back from jake@tersoai.com within one business day. Details stay with Terso AI and are covered by the privacy policy.

Where it starts.

It starts with a free discovery call, then an audit that maps where the hours and the leads are going. The build starts with the highest-value piece, and we host, monitor, and keep improving the system from there.

Read how we work

Deal EngineA sales system that sources prospects, answers every lead in minutes, and works the follow-up until there is an answer.Document DeskPaperwork in, finished packets out, on deadline, with the trail intact.Accounting firmsCategorization, reconciliation, and the document chase.

Common questions.

Do we have to replace our agency management system?

No. We build around the system you run and feed it. Replacing an agency management system is a project nobody needs, and it is not what makes the quote go out faster.

Who checks the output before it goes to a carrier?

Your team does. Extraction, drafting, and generation happen automatically, and a person approves anything that leaves the agency.

Have you built the compliance notice piece before?

Yes. A deployment strategist on our team built exactly this for a benefits administrator whose federal notices carry per-day penalties, before he joined us: documents that took minutes each now generate in seconds, on time, with the trail intact. He would be on your build.

Get the quote out while they are still shopping.

A free consultation walks through your intake and renewal flow and shows what to solve first.

Or send the details and we come to you.

Send the details instead

Name, email, and company. Jake replies within one business day.

Or .

A reply comes back from jake@tersoai.com within one business day. Details stay with Terso AI and are covered by the privacy policy.