Insurance AI

The insurance AI that handles FNOL, renewals, and policy questions.

Files first notices of loss. Qualifies new policy inquiries. Integrates with EZLynx and Applied Epic. GLBA and CFPB compliant.

No credit card required. Agent live in 90 seconds.

GLBA CompliantCFPB Compliant

Handles FNOL at 11pm. Runs renewal outreach your agents don't have bandwidth for.

Every call stays within regulatory guardrails — automatically.

Workforce Wave AI — Agency Setup

Agency website read
Policy type vocabulary loaded
FNOL protocol configured
EZLynx/Applied Epic connected
Going live on your main line...

Pre-Loaded Intelligence

Pre-loaded with insurance intelligence.

You don't teach WFW what FNOL means or how GLBA works. It already knows — and every agent Workforce Wave generates for your agency starts with those guardrails in place.

Built In

FNOL Protocol

Knows the First Notice of Loss workflow: collect policyholder name, policy number, date and time of loss, brief description, and contact info. Routes to claims adjuster. Never interprets coverage — documents the incident only.

Built In

Policy Type Vocabulary

Fluent in: auto (liability, comprehensive, collision, PIP), home (HO-3, HO-6, dwelling coverage, umbrella), and commercial (BOP, GL, workers comp, E&O). Speaks your clients' language.

Built In

Renewal Outreach

For outbound renewal campaigns: calls policyholders 60/30/10 days before renewal, confirms coverage intent, transfers warm to agents for changes, and logs all responses in your AMS.

Built In

Compliance Guardrails

Never interprets coverage, never guarantees claims outcomes, never quotes final premiums without agent review. Knows what it can and cannot do under GLBA and state regulations.

Integrations

Works with your AMS.

WFW connects to the agency management system you already use. No rip-and-replace.

EZLynx

AMS integration — read policy data, create FNOL records, log renewal outreach results, update contact info.

Applied Epic

Enterprise AMS — policy lookup, activity logging, renewal pipeline management, claims referral routing.

Salesforce FSC

Salesforce Financial Services Cloud — opportunity creation, lead scoring, renewal pipeline tracking.

Vertafore

AMS360 and Sagitta — policy access, FNOL intake, renewal campaign management.

Real Scenarios

What your insurance AI handles.

From Saturday night FNOL calls to 60-day renewal outreach — your agent stays compliant.

FNOL Call

10pm Saturday — auto accident. AI activates FNOL protocol: collects date, time, location, description, confirms police report filed, provides claims portal link, sets adjuster callback for Monday morning.

Renewal Confirmation

AI calls policyholder: "Your auto policy renews in 30 days. Do you have any changes to your vehicles or drivers?" Handles simple confirms, routes changes to a licensed agent.

New Policy Inquiry

Caller wants a quote for home insurance. AI collects: address, home value, current carrier, desired coverage level. Routes to a licensed agent with a complete intake form.

For Insurtech Builders

Building insurtech software? Provision agents for your agency network.

Mode 3 provisioning API lets your platform spin up a WFW agent for each agency automatically. Workforce Wave reads each agency website — GLBA guardrails applied to every provisioned agent by default.

  • POST /v2/agents — one call per agency account
  • Workforce Wave reads each agency website automatically
  • GLBA and CFPB guardrails on every agent
  • White-label capable — your brand, your dashboard
Read the API docs

Mode 3 — Agency Network Provisioning

POST /v2/agents
{
  "scout_url": "https://youragency.com",
  "vertical": "insurance",
  "phone_number": "+18435551234",
  "white_label_id": "your-insurtech-platform"
}

// Agent provisioned in < 90 seconds
// FNOL protocol, GLBA guardrails, AMS sync: included

Repeat for each agency. Workforce Wave handles the rest.

GLBA compliantCFPB Reg E for payment discussionsNever interprets coverage
See security details →

Get Started

Handle FNOL at 11pm. Run renewals your agents don't have bandwidth for.

Workforce Wave reads your agency website and builds your agent automatically. No manual setup, no prompt engineering, no long-term contract.

Create your first agent free

No credit card required.