Friendly AI for insurance agencies

Answer policy questions and handle quote requests without staying on the phone all day

Type your line of work for a version tuned to you — or read on.

DocsHound handles the steady stream of certificate requests, coverage questions, and renewal reminders so your team can sell and service the accounts that matter. You set it up in plain English, no engineers and no setup project.

Certificate of insurance requestsNew quote requestsPolicy coverage questionsClaim status and first notice of lossRenewal remindersID card and declaration page requestsAdding or removing a vehicle or driver

Create my hound free Try the live demo

No setup call, no credit card, and no AI experience needed.

Your way into AI

The simple way to bring your business into the AI era.

Everyone says you need AI in your business. Nobody tells you how without hiring an engineer, wiring up ten tools, or disappearing down a rabbit hole for six months. DocsHound is the simple way in: you describe what you want in plain English, and it becomes the AI employee that handles it, so you get the upside of AI without the madness.

No engineers to hire. If you can describe the job, you can set it up.
No AI rabbit holes. One friendly tool, not a stack you have to learn.
Up and running in an afternoon. Not a six-month project.

Meet your hounds

What your hounds can do for you

Here are three ways insurance agencies get started with DocsHound.

A hound running a process and sending an email

Automate a process

For the repetitive back-office work that eats up your account managers' days.

Certificate of insurance requests, issued and emailed with the right holder and coverage limits
Renewal reminders sent before each policy lapses, with a note of what is changing
New client intake that collects the details a quote needs before it reaches a producer
Claim first notice of loss routed to the right carrier and logged for follow-up
Vehicle and driver changes gathered and prepared for the policy update

Your team stops retyping the same requests and spends its time placing and keeping coverage.

Serve your customers

For the policyholders who call and email with the same questions every day.

Explains what a policy covers, deductibles, and limits in plain language
Sends ID cards, declaration pages, and proof of insurance on request
Answers quote questions and takes the first details after hours and on weekends
Walks a caller through reporting a claim and what to expect next
Confirms payment due dates and how to make a payment

Clients get fast, accurate answers any hour without waiting for a callback.

Support your team

For producers and account managers who need answers without digging through carrier portals.

Looks up carrier appointment guidelines and underwriting rules in seconds
Reminds staff which renewals and audits are coming due this week
Finds the right form, endorsement, or application for a line of business
Answers questions about commission splits and agency procedures
Pulls up the steps for binding, endorsing, or cancelling a policy

New and busy staff get the answer on the spot and keep accounts moving.

Run something else the same way every time? Tell us and we’ll point you to the right hound.

Build your first hound

Today a hound can ask, answer, send an email, and create a link. Sheets and Zapier are coming.

Get a running start

Tell us what you want to automate

Tell us what kind of business you run and we will show you what DocsHound can take off your plate first. You can change all of it later.

1 What you do 2 Recommended Hounds

What do you do?

What DocsHound can automate for your business

Based on your business, here is what we would set up first. Each one gathers what you need and takes the next step for you. Create them now or tweak later.

You are all set.

We are putting your Hounds together. Check your inbox for a link to start adding what your business knows.

See it in action

Find your industry

See what DocsHound does for your line of work.

Pick your line of work below for a version tuned to the jobs you run — or just type what you do:

Professional firms

Multi-location & portfolio

Clinics & practices

Retail & local

Simple to set up. Here is what you get.

No project, no jargon. Describe what you want in plain words and your business starts getting this back:

Anyone can set one up

No IT person, no setup project, no training. If you can describe the job, you can build the hound.

Save hours every week

The asking, collecting, and replying you do by hand all day runs itself, so you win the time back.

Open while you sleep

Customers get answered and jobs get booked at 2am, not just nine to five.

One business, a pack of hounds.

You do not run your whole business out of one inbox, so your AI should not either. A Hound handles one job, whether that is a process, a client, or one part of your world, and does it the same way every time.

Put one hound on staff questions, one on each property you manage, one on quotes for the field crew, one per client. Each stays in its lane, so the work stays clean and nothing gets crossed.

For your staff

Answers HR, PTO, and policy questions so the office does not have to.

One per property

Takes maintenance requests and resident questions, and routes them.

One per client

Runs their intake and onboarding, their way, every time.

For the field crew

Answers manual and SOP questions from a phone on the job.

Take one for a walk.

Meet a small business we made up, so you can try this without using your own. Ask it something, or say you want to book a callback and watch it take the details and act.

What this hound handles

a small business

Ask the Hound

Ask me a question, or say you need a quote or a callback and watch me take the details and hand them off.

Start by using it yourself. Share it when you are ready.

Use it yourself

Keep it private and get your own answers first. Nobody else has to know it exists yet.

Give it to your team

Invite employees so the person who used to get asked everything stops being the bottleneck.

Put it on your website

Let customers ask the same questions your staff already answers twenty times a day.

Connect it to your tools

When integrations land, your hound can push what it collects into the software you already use.

What would you put in yours?

Not sure what goes in first? Here is what three very different people would start with.

Joe the Plumber

Quote intake, plus warranty and pricing answers, so every tech in a truck gets a straight answer without calling the office.

Bob the Bookkeeper

One per client, handling new-client intake and answering “how does this one close their books?” before he even opens the file.

Any small business

The stuff that always lives in one person’s head, so the whole team can get an answer on day one instead of waiting for the person who knows.

Your first Hound is free

Put a hound on the busywork.

Pick one job you do over and over, like customer intake, quotes, or the questions your team fields all day, and let your first hound handle it. Set up in minutes, free to start.

Create mine free No credit card required.