AI and software for insurance agencies
Quote intake, document extraction, policy-servicing assistants, and agency platforms — built by the team behind the Cascade commercial trucking insurance platform.
Starting from $4k assistants from $4k · agency platforms from $7.5k
Online quote intake
from $7.5k
Document extraction
from $2.5k
Policy-servicing assistant
from $4k
Certificate automation
from $5k
Free discovery call · response within 24h · no commitment
In short
Rocket Systems builds AI and software for insurance agencies, MGAs, and brokers: online quote intake that collects the right information per coverage type (from $7.5k), AI extraction from ACORD forms, loss runs, and dec pages (from $2.5k), policy-servicing assistants that answer coverage and billing questions (from $4k), and agency platforms like Cascade Insurance Services, which organizes nine commercial trucking coverage types behind a fast quote flow.
Insurance
Who we work with in insurance
Insurance quoting is a data-collection problem before it is a pricing problem — and most agencies collect that data by phone and email. Cascade Insurance Services came to us with exactly that: a traditionally paperwork-heavy, agent-driven trucking insurance process. The platform we built organizes nine coverage types and a nationwide coverage map so drivers understand what is protected before they request a quote, cutting back-and-forth for both sides. AI extends that: reading the documents customers send, answering servicing questions, and keeping agents on the conversations that need them.
- Commercial agencies and MGAs with paperwork-heavy, agent-driven quoting
- Trucking, construction, and specialty-lines brokers that need faster intake
- Personal-lines agencies answering billing and coverage questions all day
- Insurtech founders building a comparison, servicing, or distribution platform
AI and software use cases for insurance
- Online quote intake from $7.5k
Coverage-specific intake flows that collect vehicles, drivers, operations, and loss history correctly the first time and hand a complete submission to the agent. - Document extraction from $2.5k
ACORD forms, loss runs, dec pages, MVRs, and certificates read by AI, validated, and pushed to your AMS or rater. - Policy-servicing assistant from $4k
Coverage, billing, certificate, and claims-status questions answered from policy data and your own documents, with agent handoff. - Certificate automation from $5k
COI requests handled end to end — holder details, limits check, issuance, and delivery — with exceptions routed to staff. - Renewal and remarketing workflows from $8k
Agents that gather renewal information, flag changes, and prepare submissions for the agent to review. - Agency and MGA platforms from $15k
Customer portals, agent dashboards, carrier integrations, and comparison or distribution platforms — custom or on our SaaS foundations.
Data, E&O, and guardrails
Insurance assistants must not give coverage advice an agent did not approve. We scope what the assistant may state (facts from the policy and your approved documents), what it must route to a licensed agent, and we log every interaction for E&O purposes. PII and driver data stay in your systems; private deployment options are covered in private AI: on-premise vs cloud.
What insurance software and AI cost in 2026
Online quote intake for one or more coverage types runs $7.5k–$20k; document extraction from $2.5k per document type; servicing assistants $4k–$10k; certificate automation $5k–$10k; agency platforms $15k–$60k+. Detail in web application development, AI automation, and the AI agent cost guide.
Where we work with insurance agencies
We deliver on Pacific hours from our California base and meet in person across Los Angeles, Orange County, San Diego, Sacramento, and the Bay Area; East Coast and international clients work with us remotely on US contracts with full IP assignment.
Proof
Shipped work for insurance agencies & mgas
Process
How an engagement runs
Discovery
A free call, then a short discovery phase: your workflows, data, constraints, and the smallest scope that proves value.
Scope & guardrails
A written proposal with architecture, compliance plan, timeline, and a fixed cost — plus what the assistant will refuse and when it hands off.
Build & evaluate
2-week sprints with a working demo at each, tested against real questions and documents from your business before launch.
Launch & iterate
Production launch with monitoring and analytics, then iteration month-to-month — or a documented handover with full IP.
FAQ
Common questions from insurance agencies & mgas
Have you built insurance software before?
Yes — the Cascade Insurance Services platform for commercial trucking insurance: nine coverage types, a nationwide coverage map, and a fast online quote flow that reduced back-and-forth for drivers and agents.
Can an AI assistant give coverage advice?
It should not, and ours is configured not to. It states facts from the policy and your approved documents, answers billing and certificate questions, and routes anything resembling advice to a licensed agent, with every interaction logged.
Which agency management systems do you integrate with?
Applied Epic, AMS360, HawkSoft, EZLynx, NowCerts, and most raters and carrier portals with an API. Where a carrier only accepts PDFs or email, extraction and document generation bridge the gap.
How much does insurance software development cost?
Quote intake $7.5k–$20k; document extraction from $2.5k per type; servicing assistants $4k–$10k; agency platforms $15k–$60k+. Every quote is fixed and written after a free discovery call.
Start here
Scope an insurance project
Tell us about your business and the workflow you want to fix — a written response within 24 hours, no commitment.
- Product demo
- Custom build
- Staff augmentation