Within the permissions you set
Documents requested
Updated client information has been requested ahead of the renewal review.
View action record
- Context
- Upcoming client reviews
- Status
- Documents requested
- Authority
- Within the permissions you set
Insurance advisorsRenewals that arrive
Renewals that arrive
before the lapse.
A book of three hundred policies renews continuously, and the ones that lapse are almost never the ones you decided to let go. InVice watches every renewal date, opens the review before it matters, and brings you the coverage decisions that need a human.
Interactive example · fictional workspace
Upcoming client reviews
Client Mission·Luca Bellamy
Client Mission·Keira Sato
Within the permissions you set
Appointment booked
The review appointment is booked within the scheduling rules. Coverage advice stays with the advisor.
View action record
- Context
- Upcoming client reviews
- Status
- Appointment booked
- Authority
- Within the permissions you set
Client Mission·Amara Voss
Human decision required
Coverage needs review
A change in the client situation needs your professional judgment. The agent has gathered the relevant context.
This exception needs a person’s decision. Other permitted work can continue.
View action record
- Context
- Upcoming client reviews
- Status
- Coverage needs review
- Authority
- Human decision required
Explore the controls. Changes stay in this example.
TodayWhat this desk
What this desk
chases all week
Renewal dates
The policy that renews in three weeks
Dates are unambiguous, which is exactly where an agent belongs. InVice opens the review on your cadence and drafts the client note.
Claims follow-up
The claim nobody has updated the client on
InVice tracks where each claim stands, keeps the client informed on your schedule, and flags the ones going quiet on the carrier side.
Coverage gaps
The change the client mentioned in passing
A new vehicle, a renovation, a business line. InVice notices it in the thread, checks it against the file, and surfaces the gap with a proposed next step.
With InViceWhat your AI agent
What your AI agent
takes over
The review cycle
Every policy reviewed, on time, every year
One operation covers the whole book. Each client gets the review at the right moment without you maintaining a spreadsheet of dates.
Documents
Declarations, binders, endorsements
Requested, chased, filed against the right client, and available to the agent the next time that file comes up.
Your judgment
Coverage decisions stay yours
InVice never recommends coverage on its own. It assembles the file and the question, and waits for you.
Your stackWorks with what
Works with what
you already run
InVice connects to anything that speaks MCP or exposes an API, through a guided setup. Every permission is explicit, scoped, and revocable.
GmailOutlookGoogle CalendarYour CRMCarrier portalsDropbox
Fair questions
What this desk asks
before it connects anything
Will it give my clients coverage advice?
No. InVice does not recommend or interpret coverage. It handles the process around the advice: dates, documents, scheduling, and the follow-up, and brings the decision to you.
Can it work with my carrier portals?
It connects to anything that speaks MCP or exposes an API, through a guided setup. Where a carrier offers neither, InVice still runs the email and calendar side of the same workflow.
What about consent to contact clients?
Sends go through your own connected mailbox, and by default only after you approve each draft. Whether a recipient has agreed to hear from you remains your call; InVice gives you the approval gate and the record.
Another desk? Mortgage brokers · Property managers · Realtors · Recruiters · Immigration consultants · Legal intake.
Launching in 2027Your whole book of
Your whole book of
client work, handled.
Brief it in plain language. Ground it in your own documents. InVice runs the repeatable client work and brings you the decisions that require judgment.