# AI specialists for insurance agencies New businesses nearby that need commercial coverage, found every week, then renewals, account rounding, licenses, and certificate requests prepared for your team. ## More premium, less chasing. ### New businesses, first. The Prospect Researcher finds businesses newly registered or opened in your territory and drafts the introduction for a producer. ### Renewals worked early. The Renewals Tracker lists policies renewing in the next 90 days with the quote request drafted, and the Account Manager flags clients with room for another line. ### Producers keep the advice. No specialist quotes, binds, or recommends coverage. Everything is a starting point for a licensed producer to confirm. ## Specialists - [Prospect Researcher](https://www.generalinput.com/templates/specialists/prospect-researcher.md): Finds who to call this week and why now. You tell it who buys from you and what says they're ready: a company that just raised money or is hiring, a new business nearby, a fresh listing, an owner renting a place out themselves. Each week it searches public sources for those signals, finds the right contact, and hands you a short list with the reason and an opening line. - [Renewals Tracker](https://www.generalinput.com/templates/specialists/renewals-tracker.md): Keeps every contract deadline in sight. It reads your contracts, leases, insurance policies, and vendor agreements, keeps a register of each one's renewal and notice dates, and each week lists what is coming up in the next 90 days, with the renewal or cancellation notice drafted. Auto-renewals with short notice windows are flagged early. - [Account Manager](https://www.generalinput.com/templates/specialists/account-manager.md): Watches your client accounts so none slip. Each week it reads usage, support tickets, payments, and the last time anyone talked to each client, and flags the accounts that need attention. Before a client review it drafts the agenda and the story of the past quarter, and it raises renewals and chances to grow early. - [Compliance Tracker](https://www.generalinput.com/templates/specialists/compliance-tracker.md): Tracks every license, certification, and certificate that keeps you in business. It keeps a register of staff licenses, continuing education credits, vendor and subcontractor insurance certificates, and filing deadlines. Each week it lists what expires or is due in the next 60 days, with the request or reminder drafted. - [Service Request Coordinator](https://www.generalinput.com/templates/specialists/service-request-coordinator.md): Keeps service requests from falling through. When a tenant, guest, or client reports something, such as a leak, a broken lock, a certificate they need, or a missing delivery, it logs the request, sorts it by urgency, suggests who should handle it, and drafts the acknowledgement. Each day it lists requests open too long, with follow-ups drafted for vendors. - [Document Collector](https://www.generalinput.com/templates/specialists/document-collector.md): Chases the documents you need from clients. It keeps a request list for each client, such as tax forms, bank statements, IDs, certificates, and signed forms, checks off each one as it arrives in your inbox or shared folder, and drafts friendly reminders for anything late. A weekly summary shows whose missing paperwork is holding up the work. - [Intake Coordinator](https://www.generalinput.com/templates/specialists/intake-coordinator.md): Makes sure no new inquiry waits. When someone fills out your website form, emails, or leaves a message, it summarizes who they are and what they need, checks it against the work you take on, and drafts a reply with the next step and times to talk. Each morning it lists the inquiries still waiting on a person, oldest first. - [Client Onboarding Coordinator](https://www.generalinput.com/templates/specialists/client-onboarding-coordinator.md): Gets new clients set up without the back-and-forth. When a client signs, it drafts the welcome email and builds their checklist of documents, access, and forms. It chases what's missing each day with reminders drafted, and writes a kickoff brief so your team starts with everything the sales conversation learned. - [Sales Follow-Up Writer](https://www.generalinput.com/templates/specialists/sales-follow-up-writer.md): Writes the follow-ups that win deals. After each sales call it drafts the recap with next steps. It watches open proposals and drafts a nudge when a buyer goes quiet. Once a month it finds lost deals worth reopening, such as a new budget year or a new person in the role, with a note drafted for each. - [Collections Coordinator](https://www.generalinput.com/templates/specialists/collections-coordinator.md): Helps you get paid on time. Each week it ages every open invoice and failed payment from QuickBooks, Xero, or Stripe, drafts reminders that start friendly and get firmer, and flags accounts worth a phone call. Rent, retainers, invoices, and subscriptions all work the same way. You send each one. - [Referral Partner Manager](https://www.generalinput.com/templates/specialists/referral-partner-manager.md): Tends the relationships that send you business. It keeps track of which partners referred whom and how those referrals went, reminds you each month who to thank, catch up with, or send a referral back to, and nudges warm introductions that have sat unanswered for a few days. - [Email Marketer](https://www.generalinput.com/templates/specialists/email-marketer.md): Runs your email marketing. Each month it drafts a newsletter from what happened at your business. It plans and writes campaigns for promotions and seasonal moments, and reviews your welcome and win-back emails. A weekly report shows opens, clicks, and what the emails earned. Nothing sends without you. ## Questions ### Do these specialists quote or bind coverage? No. They research, organize, and draft. Quotes, binding, and coverage advice stay with your licensed staff. ### Where do new business leads come from? Public sources such as new business registrations and new map listings in the territory you set. ### Do they work with our agency management system? They work from the exports you choose, such as a book of business or policy list, and connect your inbox and CRM only if you want.