The Copilot
Built for
Insurance Agents
OmniShield AI sits between you, your client, and your fragmented tech stack — providing real-time E&O-safe guidance, unified risk profiles, and automated documentation during every interaction.
Trusted by 40+ agency owners in beta
THE PROBLEM
Independent agents are solving a crime every time a client calls.
Critical client data is scattered across your AMS, CRM, carrier portals, email threads, and handwritten notes. The result is a daily scavenger hunt that exposes you to E&O liability and costs you revenue.
"Something like 'does John Doe still have coverage on his Ford?' should be a quick answer. Instead it turns into opening Epic, clicking through a bunch of screens, waiting on pages to load, checking emails, checking attachments, and piecing together the answer like you're solving a damn crime."
Data Fragmentation
Client information is siloed across Applied Epic, AMS360, HubSpot, carrier portals, and email. No single source of truth exists.
6+
Systems per client
Escalating E&O Risk
Generic AI tools hallucinate policy details. One incorrect statement on a call can trigger a devastating E&O lawsuit.
$50K+
Average E&O claim cost
Missed Revenue
Agents can't identify coverage gaps in real time. Upsell and cross-sell opportunities disappear because the data isn't surfaced.
23%
Revenue left on the table
E&O SHIELD ALERT
GL policy excludes cyber events. Recommend cyber endorsement before confirming coverage.
THE SOLUTION
Your real-time intelligence layer. Built for insurance.
OmniShield AI is not a generic AI note-taker. It is a purpose-built intelligence layer that understands insurance policy language, integrates with your AMS, and provides verified, policy-backed guidance — not hallucinations.
Listens to client calls and cross-references your actual policy documents in real time
Alerts you before you say something that contradicts the policy — eliminating E&O exposure
Generates structured, E&O-compliant file notes and pushes them directly into your AMS
Surfaces coverage gaps and matches them to your appointed carriers' appetites instantly
CORE FEATURES
Four capabilities. One unified platform.
Every feature is designed around the specific workflows and liability concerns of independent insurance agents.
Real-Time E&O Shield
Monitors live client calls and meetings, cross-referencing the conversation against the client's actual policy documents in your AMS. Alerts you before you make a statement that contradicts the policy — in real time.
Drastically reduces E&O liability exposure
Unified Risk Profile
Aggregates data from Applied Epic, AMS360, HubSpot, Salesforce, emails, and PDFs into a single, queryable interface. Ask natural language questions from your phone and get instant, verified answers backed by source documents.
Eliminates the multi-system scavenger hunt
Automated E&O Documentation
Translates meeting audio into structured, E&O-compliant file notes, action items, and calendar events — pushing them directly into your AMS. Not just a transcript. Structured, actionable, legally defensible.
Saves 2–3 hours of manual data entry per day
Dynamic Appetite Matching
Analyzes the client's unified risk profile against real-time carrier appetites, forms, and exclusions. Automatically identifies coverage gaps and suggests specific endorsements or new policies based on your appointed carriers.
Surfaces revenue opportunities you're currently missing
MARKET OPPORTUNITY
A $337 billion market that enterprise tools have ignored.
Independent agencies place 61.5% of all P&C insurance in the U.S. — yet they are the most underserved segment in insurtech. Enterprise brokers like Aon build proprietary AI for themselves. Independent agents get nothing.
0%
of all P&C insurance placed by independent agencies
— Big I, 2025
$0B
U.S. insurance distribution technology market by 2029
— Yahoo Finance, 2026
0%
CAGR of AI in insurance — the fastest-growing segment
— HeffNetwork, 2026
0%
of insurers have not yet successfully scaled AI
— LinkedIn Research, 2026
Why hasn't anyone built this yet?
Insurance Data Complexity
Insurance policies are highly unstructured, state-specific, and laden with legal jargon. Standard LLMs hallucinate — unacceptable when a wrong answer triggers a lawsuit.
"Safe" Insurtech Focus
Most insurtech startups focus on lead gen and quoting. Building a tool that advises agents during live calls requires deep E&O liability expertise that deters most founders.
Enterprise Gatekeeping
Aon Broker Copilot exists — but it's proprietary to Aon. The independent agency channel is fragmented and harder to sell into, so enterprise AI builders ignore it.
INTEGRATIONS
Works with the systems you already use.
OmniShield AI integrates directly with your existing AMS, CRM, and carrier portals. No ripping and replacing. No new workflows to learn.
Agency Management Systems
CRM Platforms
Carrier Portals
PRODUCT ROADMAP
From first integration to industry standard.
A transparent, phased plan — starting with the deepest API in the independent agency channel and expanding to cover every major system your agency already uses.
Phase 1
Foundation
Q2 2026
NowCerts / Momentum AMP integration
Full API — policies, notes, X-dates, call log write-back
Real-time E&O Shield (live call monitoring)
Deepgram Nova-3 transcription + GPT-4.1 alert engine
Unified Risk Profile
Natural language client queries across AMS + CRM
Automated E&O documentation
Post-call file notes pushed directly to AMS
Closed beta — 20 founding agencies
Founding member pricing locked for 12 months
Phase 2
Expansion
Q3 2026
HawkSoft integration
Phase 2 AMS — 3,000+ additional agencies unlocked
EZLynx integration
Phase 3 AMS — 10,000+ additional agencies
AgencyZoom CRM integration
Full pipeline + client activity sync
Carrier appetite data feeds
Live carrier appetite matching with real-time appetite updates
Mobile app (iOS + Android)
E&O Shield alerts on-the-go for field agents
Phase 3
Intelligence
Q4 2026
Proprietary insurance AI model (fine-tuned)
Trained on 10,000+ labeled E&O alerts — your moat
Predictive renewal risk scoring
Flag at-risk renewals 90 days before expiration
Cross-sell opportunity engine
AI identifies coverage gaps and suggests upsell timing
Applied Epic integration
Phase 4 AMS — 25,000+ agency locations
E&O carrier endorsement program
Premium discount for agencies using OmniShield AI
Phase 4
Scale
2027
AMS360 (Vertafore) integration
Phase 5 AMS — 15,000+ additional agencies
Big I preferred vendor partnership
Access to 25,000+ Big I member agency locations
Agency benchmarking & analytics
Compare E&O performance and revenue vs. peer agencies
Multi-agency / network support
Enterprise dashboard for agency networks and clusters
International expansion
UK and Canadian independent broker markets
FOUNDING MEMBER ADVANTAGE
Join now and influence every phase.
Founding agencies get direct input into the roadmap, priority support, and pricing locked at Phase 1 rates — even as the platform expands through all four phases.
PRICING
Simple, transparent pricing.
Early access pricing is locked in for the first 100 agencies. No contracts. Cancel anytime.
Core
For agencies ready to unify their client data and eliminate manual documentation.
Pro
For agencies that want real-time protection and revenue intelligence during every client interaction.
Enterprise
For larger agencies requiring custom integrations, dedicated support, and volume licensing.
Stop losing sleep over E&O. Start advising with confidence.
Join the waitlist for early access. The first 100 agencies lock in founding pricing at Phase 1 rates — permanently.