Do you build software for insurance agencies?

Yes. Quoting and intake automation, renewal and cross-sell campaigns, a producer CRM, and document workflows, all tailored to your lines of business.

Can you automate insurance renewals and cross-sell?

Yes. A renewal and cross-sell engine flags the right policies and timing for each client and runs the outreach automatically.

Can you integrate with our AMS and carriers?

Yes, where integration is available we connect to your agency-management system and carrier tools, or build workflows around them.

How do you keep client and policy data secure?

We build on infrastructure you own with access controls and security best practices, so sensitive client data stays under your control.

How much does insurance automation cost?

It depends on scope. A quoting-and-renewal automation is smaller; a full producer CRM is larger. We scope it transparently up front.

Professional Services

AI Services for Insurance & Warranty

Q: Do you build onboarding and document automation for TPAs and warranty administrators?

Yes. We built a conditional onboarding and document platform for Autto, a TPA warranty company, that replaces dozens of DocuSign forms with one guided flow. We build the same for carriers, agencies, and administrators onboarding agents, partners, or dealers.

Custom AI software for insurance agencies, carriers, and TPA / warranty administrators: quoting and intake automation, partner and agent onboarding, renewal campaigns, and a producer-ready CRM.

Insurance agencies, carriers, and TPA or warranty administrators grow by writing policies, keeping the book renewing, and onboarding partners without drowning in paperwork. Grid Theory builds private, high-control AI for the insurance world: quote-intake and follow-up automation, a renewal and cross-sell brain, an AI policy-question assistant, and a producer CRM with document and e-signature workflows. For administrators, we build conditional partner, agent, and dealer onboarding that replaces dozens of DocuSign forms with one guided flow, the system we shipped for Autto, a TPA warranty company. Reporting by line of business shows exactly where the book is growing, on infrastructure you own.

Book a Discovery Call All services

What we build for Insurance & Warranty

Quote-intake and follow-up automation

Renewal & cross-sell brain that flags the right policies at the right time

Partner, agent & dealer onboarding with a document brain: conditional flows that replace dozens of DocuSign forms (our Autto build, a TPA warranty platform)

AI policy-question assistant

Producer CRM and pipeline

Document workflows and e-signature

Reporting dashboards by line of business

Common problems we solve in insurance & warranty

The bottlenecks that quietly cost insurance & warranty businesses time and revenue, and the systems we build to fix them.

Quote requests pile up and follow-up is inconsistent

Quote-intake and follow-up automation captures every request and nurtures it until it binds.

Renewals and cross-sell opportunities are missed

A renewal and cross-sell brain flags the right policy and timing for each client automatically.

Producers waste time answering routine policy questions

An AI policy-question assistant answers common coverage questions and routes the rest.

Documents and signatures slow down binding

Document and e-signature workflows move applications and policies through quickly.

Onboarding agents, partners, or dealers means dozens of static forms

A conditional onboarding and document brain replaces dozens of DocuSign forms with one guided flow that adapts to each partner (the system we built for Autto, a warranty TPA).

Leadership lacks visibility by line of business

Reporting dashboards break performance down by line of business and producer.

Compliance & security

Built to work within insurance & warranty regulations

We build private, high-control systems on infrastructure you own, so your data stays yours and your AI stays inside the rules you already operate under. We engineer to support your obligations; final compliance is validated with your team and counsel.

GLBA Safeguards Rule & state insurance data-security laws

Agencies, carriers, and administrators handle nonpublic personal information under the GLBA Safeguards Rule and the NAIC Insurance Data Security Model Law as adopted in your state. We build the access controls, monitoring, encryption, and audit logging they require, on infrastructure you own.

TCPA (quote & renewal outreach)

Quote follow-up and renewal outreach include consent capture and opt-out handling, so automated calling and texting are engineered to stay within the TCPA and A2P rules.

PCI DSS & data control

Premium payments run through PCI-compliant processors so card data is never stored on your systems, and sensitive client and policy data stays under your control. We sign a DPA on request.

How we keep your data safe·See our privacy policy and terms.