Agency Management System

AI SUPERCHARGED AMS Autonomous When You Want It.

Stop letting administrative tasks hold your agency back. Prudens intelligently automates the busywork and details, giving you the freedom to focus on what truly matters: your clients and your growth.

Works with OpenAI Codex Claude Copilot MCP Any Model

AUTONOMY WITH CONTROL

Full-Cycle Workflow Engine

Automate the entire lifecycle, from intake to servicing, with workflows and intelligent agents.

Open MCP Connectivity

Connect once through MCP and let Claude, Codex, and other clients run actions across systems

Human-in-the-Loop Oversight

Approve only high-risk steps while AI handles repetitive work with full audit trails

Works with the systems your agency already runs
What changes for your team

MORE TIME FOR CLIENTS AND GROWTH

Prudens brings agency work and account information together. Your team can serve clients, act quickly, create more opportunities, and finish each day with more work completed.

01 · More client time

Spend more of the day with clients.

Prudens keeps the account context and everyday work together, so your team can move from request to decision without rebuilding the picture each time.

  • Walk into conversations with the account context already organised.
  • Give producers and service teams more time back in the day.
  • Keep attention on relationships instead of coordination.
Prudens · Book of business
The Prudens accounts list, showing every account with its stage, referral source and type.
02 · More momentum

More gets done.

Prudens can prepare the next step, follow the workflow, gather what is needed, and carry routine work forward while your team focuses elsewhere.

  • Routine steps continue without constant follow-up.
  • Client requests and renewals keep progressing throughout the day.
  • Your team can move to the next conversation or opportunity sooner.
Prudens · Account record
A Prudens account record with policies, contacts, certificates and claims gathered alongside the account details.
03 · More freedom

Stay in control without being in every step.

Decide where Prudens can act on your behalf and where your team wants to step in. The routine work can continue while judgment stays with people.

  • Step in for decisions, approvals, and exceptions.
  • Let approved workflows keep moving on their own.
  • Finish the day with more work already handled.
Prudens · Record layout editor
The Prudens record layout editor, where an agency arranges the sections of its account pages by dragging them between columns and tabs.
The Platform

RUN YOUR AGENCY FROM ONE PLACE

A complete insurance operations engine — accessible from any model, tool, or agent.

AI Receptionist

24/7 intelligent call handling that captures leads, answers policy questions, and routes urgent matters — run by AI or your team.

Intake Automation

Automate form intake, policy comparison, proposal building, binding, and billing. Feed structured data through the API and Prudens routes each step through the right workflow.

Carrier Appetite

Match risks to carrier appetite, prepare form submissions, and route carrier submissions through the right markets and workflows.

COI, EOI & Endorsements

Generate certificates and process endorsements automatically. Fully headless — issue COIs via a single API call.

FNOL Submissions

Capture first notice of loss through any channel — voice, chat, or API — and route automatically to the right carrier.

CRM & AMS Integration

Connect with existing agency management systems and CRMs. All data flows through a single API surface for any consumer.

Out-of-the-Box Client Portal

Launch a client-facing portal immediately for service requests, document access, and guided digital interactions.

Carrier & IVANS Sync

Support free carrier downloads, synchronization, and integration so policy updates flow into daily operations.

Custom-Defined Reporting

Create custom reports and performance views to align tracking with your agency model and goals.

Functional Coverage

Built To Cover The Core AMS Workflow

Prudens combines agency operations, policy servicing, automation, and AI tooling in one operating layer.

Sales & Quoting

  • AI receptionist for intake
  • Policy comparison workflows
  • Proposal generation
  • FNOL and intake routing
  • Carrier appetite matching
Explore quoting tools

Service & Policy Ops

  • Form automation
  • COI, EOI, endorsements
  • Binding and billing flow
  • Commissions tracking
  • CRM and AMS synchronization
Explore form automation

Automation Layer

  • Carrier sync and integration
  • MCP-compatible tool access
  • API-driven execution paths
  • Agent + AI hybrid operations
  • Human approval checkpoints
Explore MCP management

Enablement & Adoption

  • Out-of-the-box client portal
  • Implementation support
  • Custom integration services
  • Customer success onboarding
  • Guides and operational research
Explore onboarding
Agency Lifecycle

From Intake To Renewal In One AI-First Flow

Design workflows once, run them in the Prudens UI or execute them autonomously through MCP and API tools.

1

Capture

Lead and policy data intake from phone, forms, or AI agents.

2

Compare

Run policy comparison and recommendation logic across options.

3

Propose

Generate proposals, forms, and decision-ready summaries.

4

Bind & Service

Execute binding, billing, endorsements, and COI requests.

5

Renew

Track policy events, automate follow-ups, and retain accounts.

Ready to Run Insurance on Your Terms?

Whether you're connecting an AI model or onboarding your team — Prudens gives you total autonomy. Schedule a personalized demo today.

Request Demo