Reads new insurance applications from a sheet, matches them to carriers by revenue and industry, generates PDFs, emails them.
Verified 2026-07-07
You get new commercial insurance applications processed instantly as this agent reads your Google Sheet, matches each one to the right carrier based on revenue and industry, generates personalized PDFs via Google Docs templates, and emails them directly. You also receive a summary report automatically sent back to you once all submissions are complete.
Google Sheets : Read new insurance applications
Google Docs : Generate professional PDF application templates
Send Email : Distribute applications to carriers and brokers
Code : Filter suitable carriers based on requirements
This is what I do. I design and build AI agents like this one, and keep them running. If you want it set up for your team instead of doing it yourself, get in touch.
Get in touchBuilt for founders and execs who need operations handled without hiring for it.
founders and execs, or anyone doing operations work who wants this handled automatically rather than manually.
Quick setup: plan for under an hour to get it running end to end.