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UWOne AiMS: the smartest agency management system on the market
An AMS built around AI, not a legacy system with AI added on. Take it on its own, or as part of an AgentCo partnership. Built by UnderwriteOne and proven every day in a working independent agency.
Get in early on UWOne AiMS
Be one of the first agencies on this first-of-its-kind AI-based agency management system.
Apply for the beta program
See if you qualify for free conversion and early access.
Free conversion excludes any fees your legacy system charges. Beta agencies also lock in multi-year pricing.
Apply for the betaAutomated email and task handling
Every service email is read by AI, split into the separate requests it contains, matched to the right client, routed to the right person by workload and fit, and turned into a task with its attachments filed. Voicemails are transcribed and handled the same way.
Automated certificates of insurance
AI checks each certificate request against the client's actual policies, endorsements and the holder's requirements. Certificates that pass a fixed series of safety checks are generated and sent with no human touch; anything uncertain goes to a person with the reason. ACORD 25, 24, 27 and 28.
Smart paper and document ingestion
Drop in scanned mail or any document. AI reads it, works out what it is and what should happen, matches it to the client, and turns it into a task, a filed document or a client notice. Declarations pages become coverage on the policy.
And the rest of the agency, too
- Leads straight into your pipeline
- Quote-site and web-form leads become prospects and pipeline cards with no typing, and the board stays in sync with your book.
- AI-built commercial proposals
- Upload carrier quotes, set pricing, and get a branded proposal PDF to send or post for the client to review and sign.
- Instant carrier appetite answers
- Ask in plain language where a risk fits. Answers combine your eligibility rules and carrier documents, with citations.
- Retention on autopilot
- Every renewal in the next 90 days tracked, midterm check-ins from each producer, and recurring client emails you describe in plain English.
- Client to-dos that chase themselves
- Requests to clients get automatic reminders and a client portal where AI helps them understand and answer.
- A permanent client email record
- Every email to and from a client is kept on the account, for the whole agency, even after someone leaves.
That’s a sample. The complete feature set is at underwriteone.com.
Hold your spot on AiMS
Join the waitlist to hold your migration date and get a data conversion quote, or apply for the beta to see if you qualify for free conversion and early access. Want carriers and leads as well? Ask about a partnership.