Good evening, Kiara
Thursday, July 16 · The light stayed on. Here is the desk this morning.
While the light was on
View allOpen requests
View allCertificates to issue
View allRenewals due soon
View allAn assistant on your own data
Your agency management system already holds decades of client and policy history. That means the AI assistant can come early, not someday. Ask it to compare a client's renewal across carriers, draft the client email, and prep the review meeting, all from information you already have.
Not switched on in this demo. It becomes a real step once Porchlight is connected to your system.
Recent activity
Address change request received from the Osborne family by text
25 min ago
Billing question received from Soque River Cafe by phone
4 hr ago
Certificate request received from Soque River Cafe at the front desk
5 hr ago
Kiara issued the DOT certificate for Blue Ridge Grading and delivered it
6 hr ago
Certificate request received from Currahee Roofing at 11:48 PM while the office was closed
18 hr ago
Kelley sent the new vehicle to Auto-Owners for the Whitfield family
20 hr ago
Kiara sent the EFT form to Erie for the Ramsey family
22 hr ago
John filed the first notice of loss for Cornelia Hardware & Feed
yesterday