About InsurPilot
Most software companies don't understand the independent insurance business. We do — because building software without understanding it is exactly how the industry ended up where it is.
Mission & Vision
Mission
We help independent agencies quote, bind, and serve in a fraction of the time — with AI built into the work, not bolted on.
Vision
A world where an independent agency's future is defined by its expertise and relationships — never by the software it can afford.
Our Story
We know a comparative quote shouldn't take eight browser tabs. We know a commercial submission shouldn't eat an hour. We know a certificate request at 4:45 on a Friday shouldn't ruin the afternoon. We know an ACORD 125 from an ACORD 126, why a workers' comp class code matters, and why "330 carrier connections" rarely means what the marketing says.
The enterprise platforms are powerful but punishing — expensive, complex, built for operations with IT departments. The budget tools are affordable but hollow — thin on capability, weak on support, with "AI" bolted onto software older than the smartphone.
Neither was built for the independent agency as it actually works. So some of the best agencies in the country run on tools that fight them every step of the day — and pay for the privilege. We think that's the wrong trade-off. We're building the alternative.
Why we're building this
Independent agencies — the small, growing teams that are the backbone of how most Americans buy insurance. Too big for tools that stopped investing in them. Too practical to pay enterprise prices for complexity they'll never use.
We're building a modern, AI-native agency management system for independent P&C agencies — with intelligence built into the work itself, not bolted on top. And we build with them, not just for them. The people who know this work best are the ones doing it every day.
Where this is going — and why now matters. We believe an independent agency's future should be defined by its expertise and relationships — never by the software it can afford. We're building that future deliberately, hand in hand with a first group of founding agencies who are shaping the product itself.
Core Values
Four principles that guide every product decision, every customer interaction, and every hire.
Carriers have massive IT budgets. Independent agents don't. We exist to level that playing field.
If our software takes as many clicks as the old way, we failed. Every workflow must be measurably faster.
A chatbot is a band-aid. True AI understands the ACORD form, reads the policy, and executes the endorsement.
Data lock-in is a hostage situation. Your data is yours. We win your business every month by being better.
Our Journey
2022
After consulting for dozens of agencies, our founders realize that legacy systems are actively preventing agency growth.
2023
Development begins on a new, API-first architecture designed specifically for independent P&C workflows.
EARLY 2024
Native AI models are embedded into the workflow engine to handle document extraction and communication.
LATE 2024
Opening early access to a select group of visionary agency owners to shape the final product.
Technology
Enterprise-grade tech stack paired with the agility to move as fast as the AI landscape evolves.
Our Process
A structured onboarding process that gets your agency running in days, not months.
We learn your agency's workflows, lines of business, and current pain points.
We design the right configuration of tools for your specific book and team.
We configure, integrate, and test your setup with your actual data.
Go live with hands-on support from our team on day one.
Founding Agency · Early Access
We're opening a small group of founding agencies — independent agencies who get in before launch, shape the product directly, and lock in advantages no one after them will get. This isn't a waitlist to be notified someday. It's a working partnership.
Lifetime Price Lock
The price you pay at launch is the price you pay forever. No seat-license hikes, no arbitrary increases.
Direct Roadmap Influence
Bi-weekly calls with our product team. Your most frustrating workflows get prioritized for automation.
White-glove Onboarding
We handle the migration. Your team doesn't lose a day of production while we set up the new system.
Custom AI Training
We'll train your agency's AI models on your specific book of business and your preferred carrier guidelines.
Two minutes. No obligation. Just a say in what comes next.
Our Commitment
We believe an independent agency's future should be defined by its expertise and relationships — never by the software it can afford. We're building that future deliberately, hand in hand with a first group of founding agencies who are shaping the product itself. The agencies who join us now won't just use what we build. They'll decide what it becomes.