Agency Operating System · Beta · Pilot agencies

A producer’s week,
in an afternoon.

Hope is the AI agent that drives AOS One. She turns conversations and documents into structured risk data, guides discovery, coordinates carrier selection, prepares ACORD packages, and keeps work moving while producers stay in control.

How AOS One Works

Pre-engagement, end to end.

Hope owns the boring half of the producer’s week. You stay where the relationship lives.

Lead

Inbound email or one sentence from you.

Discovery

Hope runs the questionnaire and reads the docs.

Risk assessment

Structured, reusable, attached to the risk.

Carrier shortlist

Eligibility-first, not comparative-rater.

ACORD package

Quote-ready, plus the carrier email — drafted.

Receipts

Real numbers from the agencies we’re piloting with.

$750,000

of stuck revenue at one agency — sitting in 8 unsubmitted ACORD applications nobody had time to type.

2.5 hours

to type a single ACORD by hand today. Hope drafts the same package while you grab coffee.

12 months

of structured pre-engagement data, then full AOS migration is trivial. The trojan horse pays off.

“The way of the future. The legacy AMSs are dying or dead. This is the way.”

— Jason McKinley

We’re piloting with five agencies.

Forth Insurance is the first. If you’re a producer or principal at a 10–100 person agency and you’d like to be next, tell us.

Hope drafts. Nothing sends without you.