Practical technology for general insurance workflows

Building better workflowsfor insurance professionals.

AIgentix Tech helps modernize how insurance information is captured, structured, managed, and moved through the brokerage.

Create once → Structure at the source → Reuse throughout the transaction

Explore our products See our vision →

TODAY Fragmented information

ExcelPaperEmailPDFs

AIGENTIX Structured insurance data

Standardized · Stored · Searchable · Reusable

OUTCOME Digital brokerage workflow

Less re-entry. Less fragmented communication.

One connected direction

From scattered information to reusable insurance data.

Starting point Fragmented Information Excel · Paper · Email · Files

→

Producer Assistant Digitize & Standardize Capture · Store · Monitor · Act

→

Data Foundation Structured Insurance Data Consistent · Searchable · Reusable

→

Producer Buddy Share & Process Submit · Share · Process · Record

→

Outcome Digital Brokerage Workflow Less email · Less re-entry

Our products

Two products. One information flow.

Producer Assistant creates the structured data foundation for a producer's book of business. Producer Buddy extends that information into a more standardized brokerage workflow.

Available Producer Workspace

Producer Assistant

All Your Policies. One Workspace.

Turn a producer's book of business from spreadsheets, paper notes, disconnected files, and manual tracking into structured, reusable insurance data.

Capture→Standardize→Store→Monitor→Act

Explore Producer Assistant

Plans from CAD $199/month · 14-day free trial

Client Information Standardization

Move producer-held client information out of spreadsheets, paper notes, and fragmented records into a consistent digital structure that can be stored, maintained, and reused.

Smart Policy Intake

Import and organize House, Auto/ICBC, CGL, and Travel policy documents with structured storage and producer review when needed.

Structured Policy Workspace

Keep clients, policies, terms, versions, vehicles, documents, and key policy information together in one producer workspace.

Renewal Management

Track upcoming, urgent, and overdue renewals from a centralized dashboard instead of manual spreadsheets and reminders.

Renewal Email & Client Communication

Use the client and policy information already stored in the system to send renewal reminder emails individually or in batches.

Demo Stage Brokerage Workflow

Producer Buddy

Move brokerage workflows beyond email.

Producer Buddy is designed to move routine communication and handoffs between producers and brokerage office staff out of fragmented email threads and into a structured digital environment.

Submit→Share→Process→Record

Explore Producer Buddy

Role-Based Information Access

Office staff can work with brokerage-wide client and policy information, while producers remain limited to their assigned clients and policies.

Standardized Information Flow

Routine client information, policy details, documents, and requests move through a common workflow instead of individual email threads.

AI-Assisted Handling

AI can assist with document identification and workflow actions while the business process remains structured and controlled by the platform.

Current status: Producer Buddy is in the demo stage and continues to be developed as a digital producer-to-office workflow platform.

Our vision

Modernizing the waygeneral insurance workgets done.

Better insurance technology starts upstream—with better information flow.

AIgentix Tech is building practical technology around how information is created by the producer, standardized into usable data, and moved through the brokerage workflow.

01 Create at the source

Capture insurance information where the workflow begins.

02 Standardize the data

Make information structured, consistent, and reusable.

03 Move it efficiently

Reduce repeated entry and fragmented communication.

Insurance data should be created once, at the source, and reused throughout the transaction.

AIgentix Tech

Technology builtaround the wayinsurance actually works.

Built from hands-on experience with general insurance brokerage workflows. We focus on practical workflow problems in general insurance: fragmented producer information, repetitive data entry, manual tracking, and email-dependent handoffs.

Producer Assistant and Producer Buddy are two connected steps toward a more digital, standardized, and efficient insurance workflow.

We are building the data foundation for a more connected general insurance workflow.