Agentic AMS for independent insurance agencies
Agency management that feels like magic
An Agentic AMS, not AI retrofitted to your existing system. Aluna reads your inbox, pulls data out of policies and quotes, and runs submissions end to end. Hours of busywork become minutes of review.
Stop doing the work. Start overseeing it.
Legacy systems run on clicks and keystrokes. Aluna runs on its own, gathering the data, drafting the decisions, and executing the workflow the moment you approve it.
Gather from anywhere
Stop keying data. Aluna pulls information straight from emails, PDFs, spreadsheets, and attachments, and keeps records current without a click.
Guide with confidence
You stay in control. Aluna drafts the work and queues it for review. Nothing critical goes out without your approval.
Go 10x faster
Once you approve, Aluna runs. Submissions go out across every channel, returning quotes get parsed and compared, and proposals come together while you move on to the next account.
An inbox that works while you sleep
Aluna reads your inbox around the clock, pulls out the data, updates the records, and queues responses for you to approve.
- Tells work email from noise and files it automatically
- Auto-populates data directly from emails
- Drafts responses ready for one-click review and approval
Goodbye, data entry
Aluna reads policies, quotes, schedules of insurance, and more, saving hours of manual work.
- Extract from any format: PDFs, emails, spreadsheets, even images
- Confidence scoring highlights parsed information that needs verification
- Catch mismatches between documents and AMS data and flag for review
Forms that finish themselves
Aluna fills ACORD forms and works through online carrier portals, including custom workflows it has never seen before.
- Automatically identifies and fills the right ACORD forms
- Navigates complex workflows in online carrier portals
- Works with custom fields to support your agency's unique needs
One click, every carrier
Aluna runs submissions across every channel from one place. It tracks responses, compares quotes, and turns the data into a proposal your client sees first.
- See quote status in real-time without searching your emails or jumping from website to website
- Quote comparison tool makes it easy to review coverages and pricing
- Build winning proposals in minutes, not hours
Focus on people, not paperwork
Aluna records every email, document, and decision automatically. You get a full audit trail without writing a single activity note.
- Every interaction logged instantly, whether done by you or AI
- Documents and correspondence automatically tagged and filed
- Find any email, decision, or document in seconds
FAQ
Answers before you ask
The most common questions from agency owners evaluating Aluna.
See what an Agentic AMS does to your week
Spend 30 minutes with the team. Walk through the product and roadmap, and pencil out how much time your agency gets back.