Aluna
Aluna is an agentic agency management system (AMS) that automates core insurance workflows, including email intake, ACORD form completion, and carrier submissions. The platform reads inboxes around the clock, drafts responses for approval, and navigates complex carrier portals, including custom workflows it has never seen before. It also tracks quotes in real-time and generates client-ready proposals, with all activity automatically logged for a complete audit trail.
- Insurance Technology
- AI Agents
- Artificial Intelligence
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Independent insurance agencies rely on legacy agency management systems (AMS) that require heavy manual data entry, clicking, and keystrokes for routine tasks like email intake, form completion, and carrier submissions. This manual burden consumes staff time, concentrates institutional knowledge in key employees, and slows down the service and submission process.
Solution
Aluna is an agentic AMS that runs core agency workflows autonomously. The platform reads the agency's inbox around the clock, distinguishes work email from noise, extracts data directly from messages, and queues drafted responses for one-click approval. It automatically identifies and fills ACORD forms, navigates complex online carrier portals—even custom workflows it has not seen before—and orchestrates submissions across every carrier from a single place. Aluna tracks quote status in real-time, compares coverage and pricing, and turns the data into client-ready proposals. Every email, document, and decision is automatically logged, producing a full audit trail without manual note-taking, so agency staff can focus on people instead of paperwork.
Target Audience
The primary customers are independent insurance agency owners and their teams who are evaluating a replacement for legacy AMS platforms and want to reduce manual processing and key-person risk in their operations.
Features
- Inbox intelligence that reads emails continuously, auto-files work versus noise, auto-populates records from message content, and drafts responses for review and approval
- Universal import and smart autofill that identifies the correct ACORD forms, completes custom fields, and navigates unfamiliar or complex carrier portal workflows
- One-click submission orchestration across every carrier channel, with real-time quote status tracking, an integrated quote comparison tool, and automated proposal generation
- Automatic activity logging that captures every interaction, document, and decision with no manual note entry, and enables instant search across all records
- Built on an agentic AI architecture where the system gathers data, drafts decisions, and executes workflows upon user approval, rather than layering features onto legacy core workflows