Insurance workflows, configured — not coded.
Plu.ai lets agencies, brokerages, MGAs and InsurTechs assemble AI workflows from ready-made insurance building blocks — intake, extraction, checks, carrier and AMS actions — and decide exactly where a person signs off.
Built and supported by the insurance operations team at AssureTrac.
- Independent agencies
- Brokerages
- Wholesale & MGAs
- InsurTechs
Every agency works differently. Your workflows should too.
Start from an insurance template, then shape it: which steps run, which ones need a person, how confident the AI must be before it acts, and where results land. Try it below.
1 · Pick a template
2 · Configure
3 · What gets saved
Every workflow is a versioned configuration. Change a rule, and the next run follows it — no rebuild, no ticket to engineering.
Four kinds of blocks. Hundreds of insurance workflows.
Each block knows insurance — ACORD forms, dec pages, endorsements, carrier portals, AMS records — so you configure outcomes instead of teaching software the basics.
Triggers
Where work enters the workflow.
- Shared inbox or forwarded email
- AMS dates and status changes
- Web forms and document uploads
- Schedules and batches
AI steps
Read, classify, compare and decide.
- Extract from ACORDs, dec pages, statements
- Classify request and change type
- Compare policy vs. binder or proposal
- Check against your rules and appetite
Actions
Do the work in the systems you use.
- Update records in your AMS
- Complete carrier portal tasks
- Generate certificates and documents
- Email clients, carriers and markets
Guardrails
Keep people in charge of what matters.
- Review and approval steps
- Confidence thresholds per step
- Exceptions routed to the right person
- Full run history for every item
From your process map to running workflow.
Map
We walk through how your team handles the work today — inputs, exceptions, sign-offs.
Configure
Pick templates and blocks, set thresholds and approvals to match your process.
Connect
Hook up inboxes, your AMS and the carrier portals each workflow touches.
Run & tune
Start with review on every step, then loosen controls as the results earn trust.
Automation your E&O carrier would be comfortable with.
Insurance work carries real liability. Plu.ai is built so nothing leaves your agency without the checks you've decided it needs — and you can always see why a step did what it did.
People approve what matters
Put review on any step — by line of business, client, dollar amount or confidence.
Every run, on the record
Inputs, extracted fields, decisions and actions are logged per item for audits and E&O files.
Exceptions go to people, not to limbo
Anything unclear is routed to a named person with the context needed to finish it.
Versioned rules
Change thresholds or steps any time; see which version handled each item.
Software, plus people who run insurance operations every day.
Plu.ai comes from AssureTrac — a delivery, consulting and AI-automation partner to US insurance agencies, brokerages and InsurTechs. We configure workflows with you and stay on for the exceptions.
Bring us one workflow. We'll show you it configured.
Certificates, endorsements, renewals, policy checking, submissions or commissions — pick the one that costs your team the most hours.