# 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?

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

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### How much time will this actually save my team?

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

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### Is customer data secure during the automated intake?

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