Kay

What it does

Kay is an AI coworker for insurance agencies and brokerages. It follows your SOPs to navigate carrier portals, fill forms, and update AMS activity. It pauses and asks on Microsoft Teams or email when uncertain, remembers corrections, and keeps a full audit trail of every run.

Kay is aimed at insurance operations teams that spend hours on repetitive submissions, renewals, and servicing work. You bring your existing SOPs, and Kay turns them into a working procedure in days, then runs the work across your portals and AMS tools. It asks questions through Microsoft Teams or email when unsure and remembers corrections. The site says no new software to learn and no API to build. It also lists certificates, renewals, policy checks, carrier downloads, AMS activities, and endorsements as supported workflows. A careful buyer should check how well it maps to their specific carrier portals and AMS setup, confirm data security and audit details, and ask for a demo to see the workflow in their own environment.