Your staff spends 10-15 minutes every time they forget a procedure. They call a senior colleague, wait for an answer, and break their workflow. SOP Agent AI answers any procedure question from your own SOPs in seconds — without leaving their desk.
The Problem
Your team doesn't have a knowledge problem — they have an access problem. SOPs are buried in PDFs, Word docs, and shared drives. Finding the right answer means asking a colleague, interrupting their workflow, and waiting.
Every time a processor can't find a procedure, they call, Slack, or walk over. 20 queries/day × 12 min = hours of lost productivity daily.
Wikis, shared drives, and Google Docs store documents — they don't understand them. Your team still reads, searches, and interprets manually.
New processors take weeks to get up to speed. Institutional knowledge lives in senior staff's heads. When they're on leave, productivity drops.
20 queries/day × 12 min × 20 staff = 80 hours/week wasted on procedure lookups. That's 2 FTEs worth of salary spent searching for answers that already exist.
When procedures change, updating every document across every shared drive is nearly impossible. Your team follows outdated processes without knowing.
Email chains and Slack messages don't track who was told what procedure. During audits, you can't prove your team followed the correct process.
How It Works
Your team doesn't need new software. They don't need training. They just need to ask.
Upload Word docs, PDFs, or paste your procedures. Our AI auto-structures them into a searchable knowledge base. Setup in minutes, not weeks.
Your team types a natural language question — "How do I cancel for non-payment?" — and gets a precise answer from YOUR own SOPs in seconds.
When you add a new SOP, the AI automatically categorizes it, tags it by department and topic, and makes it instantly searchable. No manual formatting.
What Makes It Different
Every other SOP tool stores files. SOP Agent AI understands them — and answers like your best employee.
Your staff doesn't want another library of PDFs to read. They want to type "What's the process for a BOR letter?" and get a clear, sourced answer in 10 seconds. SOP Agent AI reads your stored SOPs and answers any question conversationally — like having your best processor on call 24/7. Every answer links back to the exact document and section it was pulled from, so your team can verify instantly and you're always audit-ready.
User: "How do I issue a COI for
an additional insured?"
AI: "Steps: 1. Collect
certificate holder info...
4. Deliver within 4 biz hrs.
Template: COI-GEN-01"Your SOPs are YOURS. Each client's data is fully isolated using Row Level Security — the same technology banks use. Brokerage A never sees Brokerage B's data. Not even at the database level.
Brokerage Alpha → [Isolated DB] → 🔒 Private
Brokerage Beta → [Isolated DB] → 🔒 Private
🔐 RLS Policy: client_id = user's orgDrop in a Word doc or paste from an email — the AI automatically formats it, categorizes by topic, tags relevant departments, and makes it searchable. No manual structuring. No dedicated admin needed.
Paste raw text →
AI detects: 📌 Type: Endorsement
📌 Dept: Commercial Lines
📌 Carrier: Allianz
📌 Tags: auto, mid-term
✅ Auto-structured & searchableOwner controls everything. Editors manage SOPs. Team members can query only. New users are generated through brokerage-linked key pairing — add a team member in seconds.
👤 Owner ── full control
📝 Editor ── manage SOPs
👥 Team ── query only
🔗 Team keys linked to
the Editor's brokerage
— isolated & secureEvery question asked and every answer given is logged with timestamps. Need to prove during an audit that your team followed the correct procedure? SOP Agent AI has the complete history.
[History Log]
09:23 — Sarah: "COI issuance steps?" ✅
09:25 — Mike: "Cancel non-payment?" ✅
10:12 — Sarah: "Endorsement comm auto?" ✅
🔒 Tamper-proof, timestamped, per-userNot a generic tool retrofitted for insurance. Designed from day one for how insurance teams actually work — endorsements, cancellations, reinstatements, COIs, loss runs, carrier-specific rules, and more.
📂 Pre-loaded Templates:
├── Commercial Auto Endorsements
├── General Liability COIs
├── Property Cancellations
├── Workers Comp Reinstatements
├── Loss Run Requests
├── New Business Submissions
└── BOR Letter Guidelines
✅ Powered by Anthropic Claude API — your data is never used to train AI modelsFrom Contact to Value
We handle everything. You see results in under 24 hours — not weeks.
WhatsApp or email us. We'll load your real SOPs, show your team how it works with YOUR procedures, and have you live in under 24 hours.
No credit card · No commitment · Reply within a few hours
Pricing
No per-user fees. No hidden costs. No setup fees. One flat rate for your entire team. Cancel anytime.
🔒 Data Privacy & Security
Your SOPs and team queries are fully isolated using Row Level Security — the same standard used by banks. Data is never shared between agencies and never used to train AI models. Powered by Anthropic Claude API with zero-retention architecture. Built to meet standard data privacy requirements for US & Australian independent agencies.
Have questions before you commit? WhatsApp us directly — we reply within 4 hours.
Start Today
Reach out directly on WhatsApp or email — I'll set up your account, load your SOPs, and show your team how it works. See value in minutes, not weeks.
No credit card · No commitment · Reply within a few hours
Contact Us
No sales calls. No forms. Just a real conversation about whether this fits your team.
⏱️ Typical response time: under 4 hours · Available Mon–Sat