Kay
Hire an AI workforce for insurance operations
What is Kay? Complete Overview
Kay is an AI-powered workforce designed to streamline and automate repetitive tasks in insurance operations, such as submissions, renewals, and servicing. By leveraging AI, Kay significantly reduces the time and effort required for these tasks, saving hundreds of hours for agencies and brokerages. The tool is purpose-built for operational efficiency, handling complex scenarios and entering accurate data into AMS (Agency Management Systems). Kay is ideal for insurance agencies, brokerages, and networks looking to enhance productivity, reduce operational costs, and focus on high-value tasks.
Kay Interface & Screenshots
Kay Official screenshot of the tool interface
What Can Kay Do? Key Features
Works with your existing systems
Kay seamlessly integrates with your current systems, ensuring smooth operation without the need for extensive changes to your infrastructure. It logs into websites, fills out forms, and handles data entry tasks just like a human would, but with greater speed and accuracy.
Processes all sorts of documents
Kay can handle a wide variety of documents, including ACORDs, COIs, and carrier documents. It accurately processes and updates policy details, ensuring that all data is entered correctly into your AMS.
Navigates 100+ Carriers and AMS
Kay is designed to work with over 100 carriers and AMS platforms, making it a versatile solution for agencies and brokerages of all sizes. It can navigate complex scenarios and ensure accurate data entry across multiple systems.
Expert Quality Assurance
Kay includes built-in quality assurance checks to ensure that all tasks are completed accurately. This reduces the risk of errors and ensures that your data is always up-to-date and correct.
Automate your whole renewal book
Kay can automate the entire renewal process, saving significant time and effort. It handles everything from generating quotes to updating your CRM and AMS, ensuring that renewals are processed efficiently and accurately.
Best Kay Use Cases & Applications
Commercial Lines Quoting
Kay can automate the quoting process for commercial lines such as BOP, GL, and Auto. It generates competitive quotes quickly, saving time and improving hit rates.
Personal Lines Renewals
Kay handles the entire renewal process for personal lines, including home and auto. It updates your CRM and AMS, ensuring that all renewals are processed efficiently.
AMS Workflows
Kay can automate repetitive AMS tasks, such as generating ACORDs and COIs, uploading carrier documents, and updating policy details. This frees up your team to focus on more strategic work.
How to Use Kay: Step-by-Step Guide
Sign up for Kay and integrate it with your existing systems. The setup process is straightforward and requires minimal technical expertise.
Delegate tasks to Kay, such as data entry, form filling, or document processing. You can assign tasks via email or directly from your AMS.
Kay will log into the necessary websites, fill out forms, and enter data accurately into your systems. It handles all the tedious work behind the scenes.
Review the completed tasks in your AMS or CRM. Kay includes quality assurance checks to ensure accuracy, but you can always verify the work if needed.
Kay Pros and Cons: Honest Review
Pros
Considerations
Is Kay Worth It? FAQ & Reviews
Kay can automate a wide range of tasks, including data entry, form filling, document processing, and renewals. It works with over 100 carriers and AMS platforms.
Kay includes built-in quality assurance checks to ensure that all tasks are completed accurately. It handles complex scenarios and enters data correctly into your systems.
Yes, Kay is designed to work with your existing systems, including AMS and CRM platforms. It can be integrated with minimal setup.
Kay offers a free plan with basic features, as well as paid plans with advanced capabilities. Pricing for paid plans is available upon request.
Yes, Kay can be customized to handle specific workflows. If your CSR can perform a task, Kay can learn to do it as well.