For insurance agencies

More time advising clients. Less time pushing paper.

Your agents are at their best explaining coverage and earning trust. They’re just also re-keying the same client into three carrier portals, chasing renewals, and cutting certificates. Boon connects those systems and automates the paperwork, so your people sell and serve instead of re-type.

An insurance agent and a homeowner doing a risk assessment outside a house, reviewing a tablet
Where the day leaks

The paperwork between the client and the carrier.

None of it wins a client. All of it slows your agents down.

1
Re-keying client data across carrier portals and your AMS.
2
Generating quotes, applications, and proposals.
3
Renewal reminders and processing.
4
Issuing certificates of insurance (COIs).
5
Claims intake and follow-up.
6
Policy document filing and management.
Free — steal this

Turn policy details into a plain-English client summary.

A prompt you can use today, for free. Paste it into ChatGPT, Claude, or Gemini, drop in a policy’s coverage details, and get a clear summary plus gaps worth raising with the client.

Policy summary prompt
You are an experienced insurance agent preparing a plain-English summary of a policy for a client. I'll paste the coverage details.

Policy details: [PASTE COVERAGES, LIMITS, DEDUCTIBLES HERE]

Write:
1. "What you're covered for" — the key coverages in plain language, no jargon.
2. "What to know" — deductibles, limits, and notable exclusions, simply stated.
3. "Worth a conversation" — 3–5 potential gaps or questions to raise with the client.
4. A short, friendly closing line.

Keep it clear and honest. This is a summary for the agent to review — not a binding statement of coverage, and don't invent terms that aren't in the details.

Why we give this away: it’s the manual version — an agent still reviews every one. The Boon build pulls policy data straight from your system, drafts the summary and renewal, and keeps the portals and your AMS in sync — and you own the system, instead of renting another tool.

Questions, answered

What agencies ask first.

What can Boon automate for an insurance agency?
The paperwork between the client and the carrier: re-keying client data across carrier portals, generating quotes and applications, renewal reminders and processing, certificates of insurance, claims follow-up, and policy document management.
Can you connect carrier portals to my agency management system?
Yes — bridging systems that don’t talk is exactly what we do. When your AMS and the carrier portals don’t connect, your team becomes the copy-paste bridge. We build the connection so the data moves on its own.
Do I own what you build?
Yes. You own what we build — no forever-subscription, nothing to rent from us. We set you up to run and own the system.
Let’s talk

Want your agents selling, not re-typing?

Tell us where your team loses the most time. We’ll find the first thing worth automating — together.

See if we’re a fit