Qualify Leads. Automate Quotes.

Tailored for MGAs and brokers: Secure off-hours inquiries into qualified deals 24/7.

Auto Renewals

Website Inquiry

Quote Intaking

Trusted by world's leading companies

The AI tailored for each MGA and broker

Sales Process

Zero-Wait Service

Integration

AI Sales

Replicates Your Best Sales Process

Scale your sales expertise. Our AI follows your custom playbook to ensure perfect consistency across every interaction.

100% Consistent

⚡

Your Playbook
Sales Process

Energent AI

  • Replicates Process
    • Client A - Consistent
    • Client B - Consistent
    • Client C - Consistent
    • JD - James D. - Auto Insurance • SMS - Live

Energent AI

  • AMS Integration
  • CRM Sync
  • Quoting Raters
  • Email Suite

Seamless AMS and CRM Integration

Maintain your existing workflow with zero disruption. No new tools to learn—we handle the setup for you.

SOC 2 Type 2

Audited security controls and validated data handling processes.

GDPR

Comprehensive compliance with global standards, including EU and UK data protection laws.

Data Isolation

Strict data segregation for every customer to ensure absolute privacy.

Data Privacy

Your data is never used to train models for other clients.

LLM privacy

Data sent to LLM providers is neither stored nor used for training purposes by LLM provider.

Penetration testing

Regular third-party penetration tests conducted to identify and rectify vulnerabilities.

Built for enterprise security

Your data is protected with industry-leading security standards and compliance certifications.

Testimonials

What our users say

Trusted by the world's top MGAs, brokers, and advisors to turn chaos into clarity.

Lars Eriksson

CFO

We reduced days of manual financial analysis into minutes — with full confidence in the numbers.

Sophie Müller

Head of FP&A

The AI doesn't just show charts. It explains what changed and why.

Marco Bellini

Finance Director

Board reporting that used to take a week now takes an hour.

Astrid Johansson

VP of Finance

Variance analysis across 50 entities used to be a nightmare. Now it runs automatically with full drill-down.

Pierre Lefèvre

Controller

Our auditors love the traceability. Every number links back to the source document.

Elena Petrova

Senior Accountant

Revenue recognition analysis that took our team days is now done in minutes — accurately.

One partner, unlimited ROI

30x

Qualify Leads Faster

Capture customer data instantly and filter every lead against your custom criteria.

100%

Secure Quote Automation

Automatically convert inquiries into quote-ready data directly inside your AMS or rater.

20%

Boost Renewal Rates

Automate price comparisons and renewal quotes to effortlessly retain more customers.

Frequently Asked Questions

How does the AI know if a lead is actually qualified?


What happens when a customer inquires on a weekend or at night?


How much time will this actually save my team?


Do I need to switch my AMS or change how my agents work?


Is customer data secure during the automated intake?