01
Producers
Pipeline triage, re-engagement outreach and submission prep handled before the day starts, so selling time goes back to selling.
Carraggon Insurance · Agency intelligence
Intelligence that takes your agency full circle.
Carraggon Insurance connects to your AMS, email and carriers to help Producers, Account Managers and CSRs focus on clients and close more deals — with loss run analysis, placement guidance and service work handled end to end.
✓ Learns your SOPs✓ Writes back to your AMS★ Works with the tools you use
Who it helps
Built for the whole agency, not just one desk.
02
Account Managers
Renewals, endorsements and carrier follow-ups tracked and drafted, with every touch written back to the AMS.
03
CSRs
Certificates, ID cards, billing questions and policy changes answered in minutes instead of queued for hours.
See it in action
Carraggon learns your SOPs and orchestrates every task.
“Draft a re-engagement email to our lapsed commercial accounts”
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Your Standard Operating Procedures
Carraggon Insurance reads your agency's SOPs and follows them — the same steps, checks and language your team already uses.
Risk analysis & marketing
Exposures summarized, loss runs read, and submissions packaged for the markets most likely to write the account.
Placement guidance
Carrier appetite, prior placements and account characteristics matched to recommend where a risk should go.
Auto-draft & prioritize
Inbound email triaged by urgency and intent, with replies drafted in your voice and ready for a one-click send.
Forms, quotes & updates
ACORD forms filled, quotes compared side by side, and clients updated without anyone chasing a status.
Intelligence Engine
One orchestration layer coordinating every step of the task, end to end, with a full audit trail of what it did and why.
Integrated with
The tools you already use.
Connect your existing stack with Carraggon Insurance to automate your insurance workflows.
Available Beta Planned
AMS/CRM
Agency management systems and customer relationship management tools.
- Applied Epic
- AMS360
- HawkSoft
- EZLynx
- Salesforce
- HubSpot
Communication Channels
Email and chat platforms your team already lives in.
- Microsoft 365
- Google Workspace
- Outlook
- Slack
- Teams
- SMS
Web Logins
Carrier portals, raters, AMS/CRM systems and any other website login Carraggon can use.
- Carrier portals
- Comparative raters
- State filings
- Loss run portals
Payments & Financing
Premium financing and payment processing.
- Premium finance
- Card & ACH processing
- Invoicing
- Reconciliation
Outcomes
Minutes
from inbound email to a drafted, SOP-correct reply
100%
of activity written back into your AMS
0
workflow rewrites — it learns the SOPs you have
24/7
coverage on routine service work
Don't see what you need?
We're always adding new integrations. Let us know what tools you use and we'll make it work.
Chat with us→