radarified

The AI-first AMS for commercial agencies

We handle the submissions.

You handle the relationships.

One platform replacing HawkSoft, EZLynx, AgencyZoom, and the half-dozen other tools your agency duct-tapes together today. Ships with the AI your CSRs have been asking for.

The wedge

Built to give a 5-person agency80+ hours back, every month.

Legacy AMSs were built around forms. We built radarified around AI that does the form-filling, the note-taking, and the follow-ups for you.

8 hrs / week / CSR

Call -> AI note + task

Plug in Twilio, RingCentral, OpenPhone, or any VoIP. Every call is auto-transcribed, summarized, attached to the right client, and the follow-up tasks are created. Your CSR gets their afternoons back.

25 hrs / month

Policy refresh from dec page

Drop in any carrier dec or endorsement PDF. AI diffs it against the stored policy and shows the proposed updates row-by-row. One click to apply. No IVANS partnership needed.

5 hrs / week / producer

AI underwriting brief

One click streams an underwriter-quality cover: executive summary, exposures, loss history, strengths, concerns, and recommended carriers - pulled live from your client data.

4 min / submission

Submission packet builder

Click once, get a carrier-ready ZIP: cover sheet, AI brief, enriched ACORD 125/126/130/140, loss runs. No more drag-dropping files into emails.

2 hrs / renewal

Smart submission router

Type the risk in plain English; we score every carrier you're appointed with against their appetite rules and surface the three best fits with reasoning you can cite.

Sleep at night

E&O timeline replay

One immutable, chronological merge of every note, call, email, certificate, endorsement, and claim per account. Defending an E&O complaint becomes a 5-minute job.

One platform

Everything your agency needs.Nothing it doesn't.

Submission Intelligence

  • ACORD extraction (11 form types, 158 fields, confidence scores)
  • ACORD 125 / 126 / 130 / 140 auto-generation
  • AI underwriting brief (streaming)
  • AI quote ingestion (paste email or drop PDF)
  • Quote comparison side-by-side
  • Submission packet ZIP (cover + brief + ACORDs + docs)
  • Smart carrier router with appetite scoring
  • AI premium estimator

Client & Policy Management

  • Searchable client book with bulk CSV import
  • Policy register + AI PDF extraction
  • Policy refresh from dec page (manual IVANS)
  • Endorsement tracking with premium impact
  • Claims management + AI FNOL intake
  • Document vault on Cloudflare R2
  • DocuSeal e-signatures
  • Magic-link client portal with branding
  • Certificate holder library
  • E&O timeline replay per account

Daily Workflows

  • Renewal pipeline with AI at-risk scoring
  • Today's digest (per-user, every morning)
  • Exception queue (everything that needs you, in one place)
  • Call recording -> AI note + task
  • Task management + month calendar
  • Email from any client record (logged automatically)
  • Email templates with variables
  • On-demand COI generation
  • Loss-run analysis

Agency Operations

  • 6-stage sales pipeline + activity feed
  • Email campaigns to client segments
  • Workflow automation (triggers + actions)
  • Commission tracking with CSV import + variance alerts
  • Invoicing with branded PDFs, payments, statements, aging
  • Executive dashboard + reports
  • Audit log built for E&O
  • 30+ granular per-user permissions
  • Admin / Agent roles with sane defaults

How it works

Live in an afternoon.

1

Set up your agency

Configure carriers, invite your team, import your book with our 1-click CSV mapper (HawkSoft, EZLynx, NowCerts, Applied Epic, AMS360, QQCatalyst, Jenesis all supported).

2

Plug in your phone

Paste your VoIP recording webhook URL. Every call from today forward becomes a structured note + task on the right client.

3

Run your first AI brief

Pick any client, click AI Brief. 12 seconds later you have an underwriter-ready cover. Drop a quote PDF, it ingests. Generate an ACORD packet, it auto-fills.

4

Stop paying for 5 tools

Cancel AgencyZoom, your separate CRM, your invoicing tool, your COI add-on, and your renewal-reminder bolt-on. radarified replaces all of them.

The math

What a 5-person commercial agency saves with radarified.

80+ hrs

back per month, across the team

$4,800

in CSR time saved every month

3 tools

cancelled (CRM + COI + automation)

10x

ROI vs the patchwork it replaces

Math assumes a $60/hr fully-loaded CSR cost and replaces AgencyZoom ($99/mo), a stand-alone CRM ($75/mo), and a COI tool ($50/mo).

30 minutes. Your book. Live product.

Bring a real submission, a real client list, real questions. We'll walk through your actual workflow - not a slide deck.