New policy inquiries
Respond, collect approved details, and route to the right licensed person.
Insurance Agencies
Keep service requests and renewal paperwork organized
OneCube builds AI employees for document collection, renewal reminders, service requests, and quote intake. They work with approved information and route coverage questions to licensed staff.
Workflows built around agency response and routing
Quote requests
Acknowledge the request, gather missing information, and schedule the next step.
Document collection
Request approved documents, flag missing information, and prepare the file for staff review.
Renewal-related questions
Handle approved administrative questions or route the request with context.
Renewal reminders
Send approved reminders and route questions about coverage or changes to licensed staff.
Appointment scheduling
Offer approved availability and notify the assigned producer or service team.
Routing to licensed staff
Send regulated questions and decisions to the qualified person with context attached.
Licensed staff keep licensed decisions
The AI employee supports communication, information collection, scheduling, and routing. It does not replace producer judgment or authority.
The AI employee does not
- —Provide unauthorized insurance advice
- —Bind coverage
- —Make underwriting decisions
- —Make policy commitments
- —Recommend coverage outside approved administrative information
- —Access systems or records outside its approved scope
Map the administrative work around your clients.
We will review contact channels, approved questions, appointments, follow-up, systems, and routing boundaries.