A good fit
- An independent P&C agency, independently owned
- 5 to 25 people, with a commercial lines desk and an account manager running it
- Commercial renewals built by hand, in Excel or in your agency systems
- Full comparisons only for the bigger accounts, or every account manager in their own format
- You still service part of the book yourself
- You want the help without starting a project
Not the right fit
- Captive agencies, or personal lines only
- Bank-owned agencies, private-equity roll-ups, franchises, or agencies owned by a larger group. Agencies in carrier aggregators and statewide networks are welcome.
- Only a handful of commercial renewals a month. It probably isn't worth it yet, and we'll tell you so.
- You want a system wired into your agency management system and running on its own now.
Questions owners ask first
Will this put my people out of a job?
No. It takes the paperwork before the client conversation, not the conversation itself. Every proposal goes out from you once you OK it, so the time goes back to your clients.
We already use an AI tool, outside help, or something we built.
Then you know the time goes into checking it. Anise takes every number straight from the policy and the quotes and calls out what's missing, so what comes back is ready to send once you OK it, not something to redo. If what you have already does that, you may not need us.
I don't have time to evaluate another tool.
There's nothing to install or learn. It starts with a 30-minute call.
Thirty minutes will tell you if it fits.
Book a 30-minute call
Nothing reaches a client until you OK it.