POWERED BY TYTAN TAO · AUTONOMOUS · AI-FIRST

The Autonomous Operating System for Modern Insurance Agencies.

  • First vertical application of Tytan TAO — the Agentic Operating System
  • APEX agents call your leads, Cortex reads your dec pages
  • Pulse keeps every renewal on schedule — automatically
  • Stop drowning in policy checks, COIs, and loss runs
See Tytan AMP in Action → Explore the AI Layer
70%
Lower back-office cost
24–48h
COI turnaround
90 days
Renewal readiness
100%
ACORD-compliant
Insurance professional reviewing policies on laptop
LIVE · Agency Ops Pulse
Open policies 4,828
COIs issued this week 312
Renewals in 90d 87
AI calls today 146
Commissions reconciled $1,800
ACORD-compliant IVANS / EZLynx-ready SOC 2 aligned HIPAA-aware workflows Multi-tenant RBAC Personal · Commercial · Life · Health
Insurance team meeting
The Reality

Your agents spend 60% of their day on work software should do.

Patchwork of inboxes, spreadsheets, carrier portals, and a decade-old AMS — every one of these silent fires burns hours and erodes client trust.

⏱️

COI requests pile up

Producers, AMs, and phone calls all compete for the same COI processor.

Target: same-day. Reality: 3–5 days.
📄

Policy checking is manual

Someone lines up declarations against quotes and endorsements by hand.

20–40 min per policy
📅

Renewals are a fire drill

Without 90/60/30 milestones, remarketing starts late and policies auto-renew at wrong terms.

1 in 7 renewals leaks
💸

Commissions don't reconcile

Carriers send statements in every format. Agents chase missing commissions.

5% of commission lost or delayed
📞

Leads go cold

New leads need a call in 5 minutes — not 5 hours.

78% choose whoever responds first
🗂️

AMS data entry eats producers

Your most expensive people are keying ACORD forms and carrier downloads.

8–12 hrs/week wasted

"Agencies don't need another tool. They need a platform, a back-office, and an AI layer that actually work together."

See How →
One Complete Solution

Platform. Services. AI. All under one roof.

Most vendors sell you software and leave you to run it. Tytan delivers all three, engineered to work as one.

01 / PLATFORM

Tytan AMP

Purpose-built for insurance. Clients, leads, policies, commissions, renewals — all native, all connected.

  • Multi-line: Personal, Commercial, Life, Group Health
  • Modern React/Next.js UX, mobile-ready
  • IVANS & EZLynx integration-ready
  • Multi-tenant, RBAC, audit-logged
02 / SERVICES

AI-Augmented Back-Office

Handles the work the AMS can't — policy checking, COIs, loss runs, endorsements — with AI validation on every step.

  • 24–48h COI turnaround, ACORD-compliant
  • Policy checking with AI discrepancy detection
  • Loss run procurement & normalization
  • Commissions accounting & reconciliation
03 / AI · POWERED BY TAO

The TAO Agentic Layer

Every workflow runs on Tytan TAO. APEX agents take action, Cortex reasons over your data, Pulse keeps everything synchronized.

  • APEX AI Call Agent — autonomous outbound dials & scheduling
  • APEX AI Assistant — creates leads, drafts emails, files records
  • CORTEX Document Processor — OCR, validation, extraction
  • CORTEX Propensity & risk scoring — churn predictions
  • PULSE Background AI tasks with live log streaming
  • PULSE Smart routing to the right human at the right moment
Modern technology office
Powered by Tytan TAO

An autonomous platform — running on the Tytan Agentic Operating System.

Not an AMS with AI bolted on — a vertical surface of TAO, the same Agentic OS powering APEX, Cortex, and Pulse.

TYTAN AMP for INSURANCE vertical application
APEX™
AGENTS
CORTEX™
REASONING
PULSE™
ORCHESTRATION
TYTAN TAO Agentic Operating System
APEX

APEX™

Agents that act on your behalf.

  • AI Call Agent dialing leads in seconds
  • AI Assistant filing leads, drafting emails
  • Autonomous follow-ups and hand-offs
Learn more about APEX →
CORTEX

Cortex™

The brain that understands your data.

  • OCR + extraction from dec pages, ACORDs, loss runs
  • Policy checking with discrepancy detection
  • Propensity, churn, and renewal-risk scoring
Learn more about Cortex →
PULSE

Pulse™

The heartbeat that keeps everything moving.

  • Live state across leads, policies, renewals
  • Background AI tasks with streaming logs
  • Smart routing across agents and SLAs
Learn more about Pulse →
TAO · One platform · Many vertical applications · Insurance is the first.
The Platform

Tytan AMP — an agency management platform your team will actually want to use.

Designed from scratch with modern interfaces, AI-embedded workflows, and a unified data model. No rekeying. No legacy.

Explore Features Request a Walkthrough →
Tytan AMP executive dashboard with revenue, policies, conversion, and commissions
LEAD MANAGEMENT

From lead to first call in under 60 seconds.

  • Multi-line pipeline (Personal, Commercial, Life, Group Health)
  • AI Agent Dial for autonomous outbound calling
  • Assignable Key Account Executives with workload view
  • Lead age, status, and priority tracked in one glance
  • Suspect-to-lead-to-customer conversion tracking
Lead management page with AI Agent Dial and Key Account Executive assignments
POLICY MANAGEMENT

Every policy, every line, one living workspace.

  • Auto, Home, Life, Commercial in one workspace
  • AI Update Policy with platform-suggested endorsements
  • Effective-dated transactions with full audit history
  • Automated discrepancy detection
  • In-browser PDF and DOCX viewer for dec pages
Policy workspace showing line of business, contacts, and AI Update Policy action
COMMISSIONS

Know your margins before the carrier does.

  • Per-policy commission distribution view
  • Configurable rules per agent, producer, and carrier
  • Agency profit margin tracked in real time
  • Full accounting with final agency net revenue
Commission distribution showing agency profit margin, gross commission, and overrides
COMMUNICATIONS

Every conversation, one thread away.

  • Inbound and outbound calling via Twilio + Azure ACS
  • SMS threading with lead and customer records
  • Email template library with reusable designs
  • Call history with recordings attached
Communications hub with SMS threading and lead-attached messaging
TASK MANAGEMENT

Your ops board, not another spreadsheet.

  • Task types, epics, sprints, and priorities
  • Multi-assignee tasks linked to leads and policies
  • Visual status chips (New, In Progress, Overdue, Done)
  • Date ranges, filters, and team leaderboards
Task management panel with details, priority, epic, and assignee view
MARKETING

Campaigns that actually move the pipeline.

  • Segment by Lead / Customer / Suspect
  • Campaign calendar and task tracking
  • Owner-level accountability per campaign
  • Drag-and-drop email templates
Marketing campaigns screen with segmented campaigns for leads, customers, and suspects
Collaborative workspace
Insurance Back-Office Services

Every workflow that kills your margin — solved.

Your services team, backed by AI validation on every step.

01

Policy Checking

Line-by-line comparison of bound policies against quotes. AI flags every discrepancy.

AI-Verified
04

Endorsement Processing

End-to-end handling: request intake, carrier submission, confirmation, AMS updates.

SLA-Tracked
13

Audit & Compliance Prep

ACORD, NAIC, HIPAA, SOC 2 alignment. Documentation and audit trails.

Audit-Ready
14

Document Management & OCR

Inbound documents parsed by AI, validated, filed in the AMS automatically.

AI-OCR
02

Certificate of Insurance (COI)

Same-day to next-day COI issuance, ACORD/ISO compliant. Multi-holder templates.

24–48h SLA
03

Loss Runs Procurement

We procure loss runs from every carrier 90 days before every commercial renewal.

Multi-Carrier
05

Renewals Management

90/60/30-day workflow with automated reminders, re-quoting, and risk review.

90-Day Runway
06

Premium Accounting

Premium payments, invoices, and carrier statements reconciled to the penny.

Cash-Flow Ready
07

Commission Reconciliation

Carrier statements ingested, matched to policies, underpayments detected.

Carrier-Agnostic
09

New Business Submission

Application intake, ACORD prep, carrier routing, appetite matching.

Appetite-Matched
10

Quote & Proposal Generation

Multi-carrier quote assembly, comparison grids, branded proposals.

Multi-Carrier
11

Carrier Downloads & AMS Entry

IVANS downloads, portal scrapes, manual-entry cleanup.

IVANS-Ready
12

Underwriting Support

Data collection, SOV extraction, payroll/vehicle lists, risk narratives.

Broker-Grade
08

Claims & FNOL Coordination

First Notice of Loss intake, loss run follow-ups, carrier communication.

Insured-First
15

Customer Onboarding

Welcome packets, identity verification, guided AI workflow stepper.

White-Glove
16

Suspect & Lead Nurturing

Ongoing outreach via SMS, email, and AI-powered calling.

AI-Assisted
The TAO Agentic Layer

Autonomous insurance ops, powered by Tytan TAO.

APEX agents take action. Cortex reasons over your data. Pulse synchronizes everything in real time.

APEX AGENTS THAT ACT
CORTEX REASONING & INTELLIGENCE
PULSE REAL-TIME ORCHESTRATION
🤖
APEX

Tytan AI Assistant

In-app copilot. Create leads, summarize policies, draft emails, flag overdue tasks.

📞
APEX

AI Call Agent

Autonomous outbound calling. One click — dials, qualifies, schedules, or hands off. 24/7.

📄
CORTEX

AI Document Processor

Upload a dec page, loss run, or COI — Cortex extracts, validates, structures it.

🎯
CORTEX

Propensity & Risk Scoring

Renewal risk, churn predictions, and customer propensity — live in every record.

PULSE

Background AI Tasks

Renewals review, book cleanup, dedup, compliance audits — orchestrated with live logs.

🔀
PULSE

Smart Routing

Routes leads, tasks, exceptions by line, geography, workload, and conversion history.

APEX APEX · AI ASSISTANT IN ACTION

"Hey Tytan, onboard the new client from yesterday's call."

One sentence. APEX parses intent, Cortex extracts and validates every field, Pulse routes the new record to the right producer instantly.

  • APEX Natural-language lead, customer, and policy creation
  • CORTEX Field extraction, validation, and propensity scoring
  • PULSE Live workflow steppers and routing
Tytan AI Assistant creating a personal-insurance lead with parsed fields and confirmation prompt
Tytan AI workflow stepper showing onboarding process and customer propensity score gauge
PULSE PULSE · VISUAL WORKFLOWS

Watch your workflows breathe.

Every onboarding, renewal, and claim rendered as a live stepper. Cortex scores health 0–100. APEX surfaces the next best action.

  • PULSE Multi-stage workflow steppers with live state
  • CORTEX Health, risk, and sentiment gauges
  • APEX Suggested next actions on every screen
Category

We didn't build another AMS. We rebuilt the category.

Legacy vendors built for the last 20 years. Tytan AMP delivers the complete stack at a price affordable to any agency.

Capability BEST Tytan AMP Applied Epic Vertafore HawkSoft EZLynx
Agentic foundation 🟢 Built on Tytan TAO (APEX · Cortex · Pulse) 🔴 No agentic platform 🔴 No agentic platform 🔴 No agentic platform 🔴 No agentic platform
Native AI capabilities 🟢 AI-first · Lead · Calls · Comms · Docs 🔴 None 🔴 None 🔴 None 🔴 None
User interface 🟢 Modern, intuitive, mobile-ready Complex User-friendly Clean Modern
Lead management 🟢 Smart routing + AI Agent Dial Basic Basic Basic Basic
Commission management 🟢 Transparent + automated reconciliation Strong Excellent Good Weak
CRM + Campaigns 🟢 Native 🔴 No 🔴 No 🔴 No 🔴 No
Back-office services 🟢 Yes · Policy checking · COI · Loss runs 🔴 No 🔴 No 🔴 No 🔴 No
Pricing 🟢 Affordable for every agency size Expensive Mid–High $85–100/user $150+/mo
Business Outcomes

What changes when Tytan is running your agency.

50%
Faster policy servicing
20–40%
Lower operating costs
5 min
Lead response time
100%
ACORD compliance rate
8–12h
Producer hours recovered/week
90 days
Pre-renewal readiness

Every line of business. One platform.

Personal Lines
Commercial Lines
Life Insurance
Group Health
Specialty & E&S
Benefits Administration
Get Started

Your agency deserves better than duct tape. Let Tytan run it.

30 minutes. A live walkthrough with your book size, your lines, and your pain points.

Team collaboration

What you'll see in 30 minutes

  • Live Tytan AMP wired to sample carrier data
  • APEX agents creating leads from natural language
  • AI Call Agent dialing a test lead
  • Cortex policy checking flagging a discrepancy
  • Pulse routing a renewal in real time
  • A COI issued in under a minute
✓ No commitment ✓ Live platform ✓ Powered by TAO