From Quotes to Claims: How Generative AI Is

Rebuilding Insurance from Scratch

If you're still typing client data into a carrier portal like it’s a form of penance,
congratulations: you’ve perfectly recreated a 2006 CRM nightmare in 2025.
Brokers today aren’t drowning in paperwork. They’re drowning in browser tabs,
multi-carrier portals, and follow-up loops that never end.
Meanwhile, customers expect quotes in minutes and renewals without reminders.
The gap between expectation and execution? That’s where generative AI walks in,
shrugs, and fixes everything.

Generative AI: Your Invisible Colleague

From quoting to processing claims, renewals to mid-term changes, generative AI
is automating the tasks that once monopolized entire teams. A quote that took
two hours now takes fifteen minutes. Renewals that required calendar pings and
manual data checks are triggered and completed automatically.
Claims? Processed without the 14-email thread. Certificates? Generated faster
than you can say "policyholder number."
This isn’t about replacing agents. It’s about augmenting them with something
that doesn’t forget, doesn’t break, and never sleeps.

Why It Works: Learning, Not Scripting

Old automation broke whenever a UI element moved. Generative AI learns
workflows like a junior rep with photographic memory except it never quits and
doesn’t need onboarding.
Show it how to handle a quote. It’ll remember. Show it how to bind a policy,
manage a COI request, or assist with underwriting and it doesn’t just perform, it
scales. Across lines. Across carriers. Across thousands of policies.

The Insurance Industry Is Running Out of Humans

By 2026, over 400,000 roles in insurance will be unfilled. Generative AI doesn’t just
fill that gap it changes the structure of the job. Brokers stop moonlighting as
data clerks. CSRs handle exceptions, not copy-paste. And agencies scale without
headcount ballooning.
This isn’t theory. It’s already happening. The firms automating now are the ones
closing faster, quoting more, and delivering better service without increasing
costs.
And if you’re wondering where to start there are vertical AI solutions like Aevis
that are already live, already trained, and already working across the workflows
most agencies are stuck navigating manually.
You don’t need to build your own stack. You just need to stop pretending typing
into a carrier portal is the best use of your team’s time.