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.
What this desk
chases all week.
Dates are unambiguous, which is exactly where an agent belongs. Invice opens the review on your cadence and drafts the client note.
Invice tracks where each claim stands, keeps the client informed on your schedule, and flags the ones going quiet on the carrier side.
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.
What your agent
takes over.
One operation covers the whole book. Each client gets the review at the right moment without you maintaining a spreadsheet of dates.
Requested, chased, filed against the right client, and available to the agent the next time that file comes up.
Invice never recommends coverage on its own. It assembles the file and the question, and waits for you.
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.
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.
Your whole book of
client work, handled.
Brief it in plain language. Ground it in your own documents. Invice runs the 80% of your client work that is process and brings you the 20% that is judgment.