Jordyn — The AI Assistant for Insurance Agents

Her résumé

Experience

A normal week for life & annuity producers, inside your own inbox, calendar and phone line.

Night shift

9:02 PM – 7:30 AM

A client emails the documents for a new policy at 9:14 PM. She reads every attachment, checks them against your new-business checklist, finds the signed application and the loss runs missing and drafts the request. It's waiting for your OK in the morning.

Front desk

Day and night

Answers your business line in your insurance agency's name. Takes the details, books the appointment on your calendar and sends you the summary.

Inbox

Every morning

Clears the newsletters, files the paperwork to the right client and drafts replies in your voice, because she has read how you write.

Renewals

47 days out

Renewal dates sit on her list from the moment a policy lands in your book. When one comes up, she drafts the note in your voice, weeks before a competitor's letter gets there.

Your book

By lunch

Forward the spreadsheet you already have, upload a CSV or let her read your sent mail. Policies, renewal dates and every client's history land in one ledger.

Where she earns it for insurance agents

The parts of the job that eat your week.

01
The APS that stalls the case
Jordyn watches every pending requirement and drafts the chaser the day it goes quiet, whether that is a case manager, a doctor's office, or the client.
02
Conversion deadlines that slip
Every term policy's conversion window sits on Jordyn's radar. You hear about it while there's still time to write the business.
03
A book with no CRM
Forward a spreadsheet or let Jordyn read your sent mail. Your whole book becomes a live pipeline with every client's history attached.

Watch her work

A day at work for insurance agents.

A short film of her working for insurance agents. It plays full screen, right here.

The interview

You asked. She answered.

“Do you actually understand insurance?”

I come with a brain for insurance agencies, installed when you sign up: carriers, underwriting requirements, renewals and term conversions. Your pipeline runs quoted, submitted, underwriting and placed out of the box, and renewal dates and conversion deadlines are real fields, not notes.

“Will you send something I didn't approve?”

No. Nothing goes out without your OK unless you tell me it can, and that rule is enforced by the software, not by my memory.

“Why shouldn't I just use ChatGPT?”

For writing, you can. But someone has to connect it to your email, calendar and phone, teach it your clients and check every step it takes. I come set up for that, with a real team behind me.

Her salary

Less than a part-time assistant. No overtime.

One flat price for the phone, the inbox and the follow-ups. Try her for 14 days first. Card required, nothing charged today.

Give her a 14-day trial Book a setup call

Prefer to prepay, or want her on your marketing too? See every plan

Pay stub · JordynMonthly

Base salary: $499.00
Overtime: $0.00
Sick days: 0
Hours on shift: All of them

You get backYour evenings