UPX AI Agent · Insurance brokerage
Organizes quotes, tracks renewals, assembles the claim file and keeps the book of business current inside the systems and carrier portals you already use. The autonomy is yours to grant, and to limit.
+1,400 integrations available
Connect your company systems and define what the agent can consult, decide and execute. See examples of processes that can be automated.
Today
The team opens each carrier portal and compares coverage and premium by hand.
With the UPX AI Agent
The agent gathers the authorized quotes, compares coverage, deductible and premium and delivers the view with the source of every number.
Today
The expiration date is discovered close to the deadline and the renewal runs against the clock.
With the UPX AI Agent
The agent monitors expiration dates, prioritizes the queue by premium and history and prepares the outreach before the deadline.
Today
The client files a claim and the documentation is checked item by item across different channels.
With the UPX AI Agent
The agent organizes the file, flags the missing document and follows the filing with the carrier.
Today
Production, commissions and payouts are checked in a spreadsheet after the close.
With the UPX AI Agent
The agent cross-references production and commissions, flags the variance and returns the case with the evidence.
Integrations
The agent reads data and runs tasks in the systems already in place, within the scope your company defines.
Risk acceptance, premium setting, policy issuance and claim denial stay with the licensed broker.
Coverage, deductible and premium come with the carrier and the quote date. The agent flags when it found no basis, instead of filling the gap.
Personal, health and insured-property data stays isolated per environment, follows privacy law and never becomes training material.
The agent does not change payment methods, bank details or premium remittance.
Every quote, communication and change logged with previous state, new state, timestamp and approver.
A claim with signs of fraud, legal risk or a vulnerability signal leaves the automation and goes to a human, at any level of autonomy.
No new portal to learn. You ask, follow along and approve in the app that is already open. Scope, limits and audit trail are the same in every interface.
Questions and approvals from your phone, with answers in natural language. Useful for people who decide away from their desk.
The agent replies in the team's thread, flags what needs attention and takes approvals in one click.
For teams that already operate there. Commands, alerts and approvals inside the squad's channel.
Where you configure the rules, set the autonomy level per task, review the audit trail and browse the full history.
Switching interfaces does not switch the rules. Same scope, same limits, same log in all of them.
UPX treats every access to real systems as a privileged credential. You change the autonomy; isolation, traceability, safeguards, and scope remain in force across all four levels.
Choose the plan that matches the pace of your operation.
One shared AI employee for your entire team.
Click to see all available plans.
Everything on the platform, plus:
*The 7-day free trial is available exclusively on the US$ 100 plan. All other plans start with immediate subscription.
Frequently asked questions
What insurance brokerages usually ask before putting an agent to work.
Companies that trust UPX
Start free for 7 days* and see how an agent can operate within your company’s rules.
Start free for 7 days**Credit card required for activation. Free trial available exclusively on the US$100 plan.
