AI-NATIVE INSURANCE OPS

Your agency runs
while you sleep.

DeskLevity is an autonomous AI agent that handles client intake, quote generation, policy management, renewals, and claims support. It doesn't assist your team. It replaces the busywork.

Start Client Intake → View Profiles
60% of agency staff time
is pure admin
3x more clients served
with the same team
24/7 intake and renewal
monitoring
Trish at her desk as an Insurance Administrative Assistant
Built from the inside
The founder's story

I was the admin
doing this by hand.

"I didn't build DeskLevity because I saw a market gap. I built it because I sat at the admin desk drowning in manual work — and I needed something that brought levity to mine."

Before DeskLevity, Trish spent years as an Insurance Administrative Assistant at an independent agency — the person who greeted every new client, gathered their information, and typed it into three different systems while the phone rang. Not because the software was bad. Because no software actually solved the intake problem. It just moved the paper.

She watched talented agents spend hours on work that should have taken minutes. She tracked renewal dates in spreadsheets. She chased quote comparisons across portals. She was good at it — and she resented every minute of it, because she knew it wasn't the job. The job was helping people protect what they'd built.

DeskLevity is the tool she wished she'd had. Built by someone who sat in that chair, not by a tech team guessing at what insurance agencies need.

Trish Gutierrez Founder, DeskLevity — Former Insurance Administrative Assistant

Insurance agencies run on
spreadsheets and phone calls.

Every independent agency in America has the same bottleneck: talented people buried in data entry, renewal tracking, quote requests, and document management. The software they use digitized the paper. It didn't eliminate the work.

01

Manual client intake

Every new client means re-keying the same data into three different systems. Errors compound. Hours vanish.

02

Quote request chaos

Comparing carriers means logging into separate portals, copying fields, waiting for responses. One quote, twelve tabs.

03

Renewals slip through

A missed renewal is a lost client. Tracking hundreds of policy dates in a spreadsheet is not a system. It's a prayer.

04

Claims coordination drag

Clients call. You check the file. You call the adjuster. You update the client. Every claim is a game of telephone.

Not a tool.
An employee.

DeskLevity doesn't give you a dashboard to stare at. It does the work, then tells you what happened.

Autonomous Client Intake

New client submits info once. DeskLevity validates, enriches, cross-references, and files it across every system your agency uses. No human touches the data.

Multi-Carrier Quote Engine

One intake, multiple carrier quotes generated in parallel. DeskLevity reads the client profile, selects appropriate carriers, submits applications, and surfaces the best options ranked by coverage and cost.

Renewal Watchdog

Every policy expiration is tracked, flagged, and acted on automatically. 90 days out: DeskLevity starts shopping renewals. 30 days out: clients get personalized summaries. Zero policies fall through.

Claims Concierge

When a client reports a claim, DeskLevity gathers details, files with the carrier, tracks the status, and sends proactive updates. The client feels taken care of. Your team focuses on selling.

How DeskLevity works

1

Connect your systems

Link your AMS, carrier portals, email, and phone system. DeskLevity adapts to your existing stack.

2

DeskLevity observes

For the first week, DeskLevity watches your workflows, learns your carrier preferences, and maps your processes.

3

It starts working

Intake, quotes, renewals, claims updates. DeskLevity handles operations autonomously and escalates only what requires human judgment.

The agency of the future
has fewer desks and
more clients.

Every insurance agency in America is running the same playbook from 2005. More clients means more hires. More hires means more overhead. DeskLevity breaks that equation. One AI agent replaces the repetitive work of an entire admin team, so your producers can focus on what actually grows the business: relationships.