The agency,reimagined.
Beyond OS is the AI-native operating system for independent insurance agencies. Quoting, service, renewals and commissions. One system that works while you sell.
Every client.Every policy.One system.
Agencies run on a dozen disconnected tools, sticky notes and late nights. Beyond OS replaces the chaos with one intelligent system. Its agents do the work. You make the call.
Your whole agency.
On one screen.
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Quoting 0
Your review 0
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Agent activity
Illustrative interface · sample data
It listens.
It fills the quote.
As your client talks, Beyond OS captures every detail into the quote sheet, tells you what to ask next, and scrolls your script like a teleprompter. Nothing is sent until you approve it.
Quote sheet · Auto0%
Everything your agency does.
One operating system.
Built module by module inside a real Oklahoma agency, where every feature has to earn its place on a busy Monday.
AI Quote Desk
Intake across personal, commercial and trucking lines. Agents assemble the quote sheet, chase the missing details and line up carriers. You review and send.
Speed to lead
New leads get a compliant text in seconds, routed to the right producer before the competition picks up the phone.
Service inbox
Endorsements, ID cards and change requests read, sorted and drafted for you. Every reply waits for your click.
Retention engine
Renewal radar, win-backs and cross-sell surfaced before the client ever thinks about shopping.
Commission reconciliation
Match carrier statements to bank deposits automatically and sync the books. No more spreadsheet nights.
Producer academy
Licensing prep, practice calls and scripted role-play so new hires ramp in weeks, not months.
Client portal
A secure link for ID cards, documents, certificates and payments. No app store required.
Eight modules. One login.
Drag to spin. Every module reads the same client record, so nothing gets typed twice.
A team of agents.
One approver.
Specialist agents work every lane of the agency at once, and every one of them routes to you.
Agents draft.
You approve.
Every signal, caught.
Calls, texts, emails, web forms and carrier documents flow into one record the moment they arrive.
Context, not keywords.
AI reads the request, pulls the policy, the drivers and the history, and knows what a good answer needs.
The work, done.
Quotes assembled, endorsements prepared, replies written, all staged for a licensed human to review.
One click. Your call.
Nothing binds, sends or changes a policy without your approval. Faster service with E&O discipline built in.
Six layers of defense
around every client file.
Tap a layer to see what it does and what it means for the people whose policies you write.
Compliance & standards
Fewer tools.
Fewer bills.
That is about $8,016 a year in separate tools you could cancel.
Estimate based on the agency size you picked and published list prices for an agency management system and a follow-up email tool for that size. Actual amounts depend on which tools you cancel and the terms of your contracts. This is not a quote for Beyond OS.
Estimates from published list prices for an agency management system and a follow-up email tool, Oct 2026. Your numbers will vary.
Questions, answered.
What is Beyond OS?
Beyond OS is one system for running an insurance agency: client records, quoting, service, renewals, follow-ups and commissions in one place. AI agents do the busywork and draft the next step for your team.
Who is it for?
Insurance agencies that are tired of juggling separate tools, from a single agent with a small staff to a growing team of producers and service reps.
Does the AI act on its own?
No. Agents draft quotes, emails, texts and tasks. Nothing is sent, bound or changed on a policy until a person on your team reviews it and approves it.
Does it replace the tools I use today?
That is the goal. Beyond OS is built to bring agency management, comparative quoting, follow-ups, call coaching and the rest into one system. During early access we work with each agency on what to move first.
Which carriers does it work with?
Beyond OS works with the carriers you are already appointed with, using your own logins. Carrier coverage keeps growing during early access.
How is my clients' data protected?
Six layers: two-factor sign-in, role-based access, data isolated per agency, encryption for sensitive fields, a full audit trail, and human approval before anything leaves the building. We are preparing for SOC 2 and will say so when it is complete.
How do I get early access?
Request early access below and tell us about your agency. We are opening Beyond OS to a small group of agencies first.
Go beyond.
We're opening Beyond OS to a small group of independent agencies. Tell us about yours.