Bespoke

Custom AI
& Automation

Your brokerage has unique processes. Floapi audits your operations, designs and deploys AI agents tailored to your exact workflows: carrier portals, document processing and system integrations.

Scope a Project All Solutions
Deployed agents
Harrison Insurance Group
Intact Portal
New business submissions
247
today
Document processing
PDF policy extraction
1,203
this month
Client follow-ups
Renewal reminders
89
this week
Built for your environment Bespoke
100% Tailored to your exact processes
Any Management system supported
Audit Workflow analysis included pre-deployment
Bespoke No generic off-the-shelf compromise
The generic tools problem

Generic tools aren't built for the workflows specific to your brokerage.

  • Carrier portals can't be automated by standard tools

    Every carrier has its own web portal with a unique structure. No generic tool can navigate and enter data into dozens of different portals without custom configuration.

  • Unstructured inbound documents processed manually

    Emails, policy PDFs and client forms arrive in varied formats. Without automated processing, your brokers spend time extracting and re-entering data that's already in those documents.

  • Internal systems with no standard API

    Your in-house databases, spreadsheets and legacy systems have no standard API. Connecting them to your new tools requires a bespoke approach, not a generic connector.

  • Workflows too specific for pre-built solutions

    Standard solutions cover common use cases. Your proprietary processes (special submissions, client communications, internal validation) remain manual for lack of a suitable tool.

How Floapi builds your custom automation

From auditing your operations to deploying AI agents: a four-step process that ensures the automation matches your reality exactly.

1

Workflow Audit

Floapi analyzes your operations, billing, client communications and internal processes to identify the most time-costly manual bottlenecks.

2

AI Agent Design

Based on the audit, we design AI agents tailored to your exact flows, your specific carrier portals and your existing management systems.

3

Integration & Testing

Agents are integrated into your real environment and tested with your actual data. Every flow is validated before production deployment to ensure reliability.

4

Deployment & Optimization

After go-live, performance is monitored and agents are refined over time to adapt to your evolving processes and carrier portal updates.

What sets Floapi's custom approach apart

Automation built for your specific brokerage, not a generic use case.

AI agents built around your real flows

No generic configuration: each agent is built from observing your current processes, your specific carrier portals and your management systems.

100% bespoke

Carrier portal navigation

Agents learn to navigate the exact interface of each carrier portal, including form updates, new requirements and submission flow changes.

Any web portal

Intelligent document processing

Automatic extraction and structuring from inbound PDFs, emails and forms. Data is classified and matched to the right files without manual intervention.

PDFs · Emails · Forms

Frequently asked questions about Custom Automation & AI

Yes. Floapi designs agents capable of automatically navigating carrier web portals to submit applications, retrieve documents and update records. The agent is trained on the exact structure of each carrier portal you work with.
The custom approach is management-system-agnostic. Whether you use Applied Epic, Vertafore, Applied TAM or a proprietary system, Floapi can design tailored integrations.
Floapi starts with a workflow audit to identify priorities. AI agents are then designed, tested with your real data, and deployed to production. Ongoing monitoring is provided post-launch.
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Scope your custom automation project

Every brokerage has unique processes. Book a working session with the Floapi team to identify which workflows to automate first in your environment.

Book a Scoping Session All Solutions
Audit included Any management system Data hosted in Canada