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.
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.
A document titled 'Launch announcement - SSO on every plan' being edited, with a personal assistant suggesting text changes in a sidebar.
Collaborative Docs
Real collaborative documents. Hops drafts, edits, and comments next to your team. Every Hops edit labeled in version history.
A conversation thread about a bug where CSV exports fail on large boards, detailing issue reports, revenue impact, and a proposed hotfix.
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.
Personal Assistant
Personal Assistant
Describe the job in plain language. @Hops runs it with everything it already knows: your context, your tools, your rules.
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.