The AI OS
for insurance agencies
AI does the service work. You sign off.
Most of the day goes to the work around the work
The relationships are why you do this. The admin is what keeps you from them.
Endorsements
Mid-term changes that need the right carrier form, filled and filed exactly, every time.
Renewals
Reviewing the renewal, catching what changed, and shopping other carriers when the terms don’t fit. Every account, every cycle.
Certificates
COI requests that land at the worst moment and pull you off what mattered more.
Enrollments
Open enrollment, new hires, beneficiary changes. Benefits work that runs on someone else’s clock.
Let AI do the work. You stay in control.
Stop doing the service work by hand. Pass it to the AI, then review what comes back.
AI does the work
It reads the documents, pulls from the carrier portals, and prepares each case.
You review and approve
Everything that goes out is held for your sign-off before it reaches a client or carrier.
It goes on the record
Once you approve, the action is logged to the case, trail intact.
One case, from inbox to the record
A financed-vehicle endorsement arrives,
read and drafted into a case.
Every value shows its work
Each field links to the document it came from, with a confidence score.
Read the original scan or the clean version, side by side.
The skills behind every case
Under the surfaces, agents read documents, transcribe voicemail, learn your forms, and catch what is about to slip.
Document OCR
Reads bills of sale, ACORDs, and carrier PDFs. Every field comes back with a confidence score.
Voicemail transcription
Turns a voicemail into a transcript, pulls the request, and drafts the reply.
Reusable templates
The forms you handle become saved templates. The next one is faster, and consistent.
Renewal and carrier radar
Watches renewals and carrier feeds. Flags a lapse before it costs you.
The work is done. The decision is yours.
The one thing we will not compromise. It covers every action that leaves your workspace, and it is built in, not a setting.
The gate is always on
Every external, irreversible action waits for your approval. There is no autopilot to enable.
A record of everything
Every value, decision, and document lands in one operational record, with a full audit trail. It sits alongside your CRM and AMS, not on top of them.
Your data stays yours
Isolated storage, encrypted in transit and at rest, and never used to train anyone’s models.
Sits alongside your CRM and AMS
Bartlet keeps its own operational record and does not write to your systems of record. Nothing there changes without you.
What advisors ask before a demo
Does Bartlet send anything without my approval?
No. Every external, irreversible action, including every message to a client or carrier, is held for your sign-off before it goes out. It is built in, not a setting, and there is no autopilot to enable.
What does Bartlet do?
Bartlet brings email, voicemail, carrier notices, and documents into one case workspace, then runs the casework behind each one: endorsements, renewals, certificates, billing changes, and coverage questions. Each comes back to you ready to approve.
Who is Bartlet for?
Insurance service teams at independent agencies and brokerages, across the lines you already write.
Is Bartlet secure?
Yes. Your data is isolated, encrypted in transit and at rest, and never used to train anyone’s models, and no message leaves without your sign-off. You keep control of every client and carrier interaction. A deeper security overview is available on request.
Does Bartlet replace my CRM or AMS?
No. Bartlet is a case workspace that works alongside them. It keeps its own operational record of every value, decision, and document, and the first version does not write to your CRM or AMS. Nothing in your systems of record changes without you.
How do I get started?
Bartlet is currently booking demos with insurance service teams. Request a demo for a 30-minute walkthrough on your own book of business.
Let the agents do the work.
Keep the final say.
See one real case go from intake to the draft that waits on you.
Not ready to book? Leave your details and we will reach out.