Your Own AI Employee.
Works 24/7. Never Quits.
A dedicated AI agent hosted on our infrastructure, connected to your agency platforms, handling the back-office work that drains your team's time. Commission reconciliation, data entry, renewal tracking — done automatically.
What Your AI Agent Handles
The repetitive, time-consuming work that keeps your team from selling
Commission Reconciliation
Automatically matches carrier statements against your book of business. Catches discrepancies that cost agencies 1-5% in lost revenue every year.
Data Entry & Sync
Moves data between your systems so your team never has to copy-paste between platforms again. Real-time sync, zero manual effort.
Renewal Tracking
Monitors upcoming renewals across all carriers and platforms. Flags policies that need attention before they lapse.
Statement Processing
Ingests carrier statements in any format, extracts the data, and reconciles against your records automatically.
Platform Integration
Bridges the gap between systems that were never designed to talk to each other. Your AMS, CRM, accounting, and carrier portals — connected.
Reporting & Alerts
Surfaces issues proactively instead of waiting for someone to notice. Missing commissions, data mismatches, renewal deadlines — all flagged automatically.
Choose Your Plan
Three straightforward plans. No hidden fees. No long-term contracts.
AI Agent Basic
Your own AI employee, connected to your systems
$999.99 one-time setup (4 hours of configuration)
Includes 1 hour/month of agent training & optimization
Up to 2 platform connections
- ✓Dedicated cloud-based AI agent on our secure infrastructure
- ✓Connects to up to 2 of your existing platforms
- ✓One designated employee manages the agent via Discord
- ✓Commission reconciliation and data entry
- ✓Renewal tracking and carrier statement processing
- ✓System-to-system data sync
- ✓Agent available 24/7 — no sick days, no turnover
- ✓Monthly training and fine-tuning to your workflow
Ideal for:
Agencies that need two systems connected and want to offload repetitive back-office work to an AI that never sleeps.
e.g. HawkSoft + accounting software, or EZLynx + AgencyZoom
AI Agent Premium
Full-service AI operations for your entire agency
$1,999.99 one-time setup (8 hours of configuration)
Includes 2 hours/month of agent training & optimization
Up to 5 platform connections
- ★Everything in Basic, plus:
- ✓Connects to up to 5 of your existing platforms
- ✓Active performance monitoring and optimization
- ✓We verify the agent is working at maximum efficiency
- ✓Priority support — your issues go to the front of the line
- ✓Complex multi-system workflows and data orchestration
- ✓Advanced carrier portal and CRM integrations
- ✓Twice the monthly training and optimization time
Ideal for:
Agencies running HawkSoft + AgencyZoom + accounting software + carrier portals + CRM that need everything tied together seamlessly.
e.g. Applied Epic + AgencyZoom + QuickBooks + carrier portals + CRM
AI Agent Enterprise
A three-agent AI team replacing your entire back-office department
$4,999.99 one-time setup (20 hours of configuration)
Includes 4 hours/month of agent training & optimization
Up to 10 platform connections
- ★Everything in Premium, plus:
- ✓3 dedicated AI agents working in parallel
- ✓Connects to up to 10 of your existing platforms
- ✓20 hours of setup and configuration (priority queue)
- ✓Custom workflow development built around your agency
- ✓Quarterly agent performance audit and tuning
- ✓Double the monthly training and optimization time
Ideal for:
Agencies with 10+ producers and multiple operational systems that want to replace their entire back-office team with a coordinated AI workforce.
e.g. Applied Epic + AgencyZoom + QuickBooks + 3 carrier portals + Salesforce + DocuSign + Google Workspace + HubSpot
Connects to the Platforms You Already Use
Secure API integrations with the tools your agency depends on
How It Works
From signup to a working AI agent in days, not months
Discovery Call
We learn about your agency, your platforms, and the work that eats up your team's time. Free, no obligation.
Setup & Connect
We configure your dedicated AI agent and connect it to your platforms through secure API integrations.
Train & Test
We train the agent on your specific workflows and data. Your team tests it and gives feedback before going live.
Go Live
Your agent starts handling real work. We monitor performance and fine-tune monthly to keep it sharp.
Enterprise-Grade Security. Personal Service.
Secure API Connections Only
All client data is handled through secure, authorized API connections. No screen scraping, no shortcuts.
PHI & PII Protection
Private information is respected and protected at all times. Your data stays your data.
Fully Managed Infrastructure
Your agent runs on our secure cloud infrastructure. We handle all the technical maintenance so you don't have to.
Scoped & Controlled
Agents operate within defined token usage limits. They handle back-office tasks only — they don't write code or modify your systems beyond their authorized scope.
Built by Insurance People
Metro Point Technology is led by Patrick Stabell — an active insurance agent with 30 years in the industry. We don't just understand the technology. We understand your business.
Every AI agent we deploy is battle-tested on real agency workflows at Metro Point Insurance before it ever reaches a client.
Stop Paying Humans to Do
Robot Work.
Your team should be selling, servicing, and growing your book. Let an AI agent handle the back-office grind. Book a free discovery call — no commitment, no hard sell.
Or call us at (239) 426-7058