Hops for insurance teams
Nothing in the book lapses quietly.
@Hops works the book between the conversations that matter, so your producers can produce.
- Every renewal date watched
- Incomplete submissions chased
- Clients kept answered, fast
- All inside Hops, where your team and one agent work together
On the team
The whole book, worked every day
Four standing routines. No prompting, no chasing. Retention stops depending on a spreadsheet someone maintains.
Renewal watch
Every policy inside 90 days gets flagged with the client's history and drafted outreach. At 60 and 30, unanswered threads get the next touch. Retention stops depending on a spreadsheet someone maintains.
book-of-business
53ChatDocs & TablesAutomations
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Submission completion loop
Incomplete submissions chased document by document: what's missing, who owes it, when it was last requested. Quotes go out days earlier because nobody's waiting on a loss run someone forgot to ask for.
book-of-business
53ChatDocs & TablesAutomations
Start meeting
Customer status updates
Claim in progress, policy change pending, certificate requested: @Hops drafts the update from the actual thread state so clients hear back before they call twice.
book-of-business
53ChatDocs & TablesAutomations
Start meeting
Book of business brief
Monday morning: renewals due, submissions stalled, claims aging, clients gone quiet. One brief, the whole book, before the first call.
book-of-business
53ChatDocs & TablesAutomations
Start meeting
Beyond chat
Not just chat. The actual work.
@Hops reads every thread in the book. The follow-up happens whether or not anyone remembered.
Integrations
Wired into your system of work
Hops for Insurance works inside the tools your producers and account managers already run on, with 2K+ connectors behind them. Every action lands in the audit trail.
Email and calendar
Watches renewal dates, drafts the 90/60/30 outreach, and chases missing submission documents until they land.
CRM
Keeps policy dates, renewal status, and client history current on the record so the book brief is drafted from real data.
Docs and drive
Assembles submissions, certificates, and loss runs, and tracks what is still owed and by whom.
Team chat
Posts the Monday book brief and routes aging claims to the owner who can act.
Security that's already answered
SOC 2 Type II
Audited controls for security, availability, and confidentiality.
ISO 27001
Certified information security management.
ISO 42001
Certified AI management. Governance for the agent itself.
Permissions from the space
Hops and teammates inherit access from the space and its owners. No shadow permissions.
One AI teammate for the whole team
Knows the work. Forgets nothing. Shares with everyone.


