Processes/compliance — filings, taxes, and staying compliantcompliance
Get insurance quotes — compliance processGet insurance quotes
Obtain quotes for D&O, E&O, general liability, and cyber insurance.
Insurance quoting platforms lack APIs. System guides through requirements, compiles company data, tracks quotes.
Current agent ceiling
An agent can run 3 of 6 steps
⚡ Closable with today’s market (3 — via Browser Automation for Agents, Workflow Automation, AI Research Agents): Submit applications to brokers (computer-use candidate — a browser agent can drive this deterministic web flow); Wait for quotes (3-5 days) (a workflow with webhooks/polling watches this so no human has to); Select and bind coverage (a research agent can gather and compare the options — a human makes the pick)
How it runs
Route-coded block flow: emerald = agent, amber = manual form/portal, red = needs a human. ⏸ approval gate · ⏳ async wait.
01Determine required coverage types
agent02Compile company info for application
agentcompany_data_get
03Submit applications to brokers
manual form⚡ agentic workaround: computer-use candidate — a browser agent can drive this deterministic web flow — Steel, top of Browser Automation for Agents → · assisted, not autonomous — a human supervises; verify the portal’s terms allow automation
04Wait for quotes (3-5 days)
human⚡ agentic workaround: a workflow with webhooks/polling watches this so no human has to — n8n, top of Workflow Automation →
05Compare quotes and recommend
agent06Select and bind coverage
human⚡ agentic workaround: a research agent can gather and compare the options — a human makes the pick — Elicit, top of AI Research Agents →
Context the agent needs first: revenue · gusto.employees · industry