Early access is open

Nothing in the book lapses quietly.

@Hops watches every renewal date, chases every incomplete submission, and keeps clients answered while your producers produce. The book works itself between the conversations that matter.
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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.
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.
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 brief
Monday morning: renewals due, submissions stalled, claims aging, clients gone quiet. One brief, the whole book, before the first call.
Beyond chat

Not just chat. The actual work.

@Hops reads every thread in the book. The follow-up happens whether or not anyone remembered.
Collaborative Docs
Real collaborative documents. Your agents draft, edit, and comment next to your team. Every agent edit labeled in version history.
A document titled 'Launch announcement - SSO on every plan' being edited, with a personal assistant suggesting text changes in a sidebar.
Collaborative Threads
Conversations that carry the work. @Hops reads along, posts what it finds, and takes the next step right in the thread, next to your team.
A conversation thread about a bug where CSV exports fail on large boards, detailing issue reports, revenue impact, and a proposed hotfix.
Personal Assistant
Describe the job in plain language. @Hops runs it with everything it already knows: your context, your tools, your rules.
Personal Assistant
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 agents themselves.

Permissions from the space

Agents and teammates inherit access from the space and its owners. No shadow permissions.

Small hops. Big leap.

The renewal that never slips, the submission that completes itself, the client who hears back first. Every one is a small hop. Together they change retention. Early access is open.
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