Usehandle provides an AI‑agent platform designed for insurance brokers and agencies to automate quoting, reconciliation, and collections across all channels. The system acts as a real‑time control tower, integrating directly with carrier portals and internal tools to centralize policy data, reduce manual effort, and eliminate payment blind spots.
Funding
Funding not disclosed
Founders
Product
Problem
Insurance brokers and agencies still rely on fragmented back‑office tools such as insurer portals, phone calls, CRMs, ERPs, and spreadsheets, causing slow quote turnaround, untracked policies, and blind spots in payment status.
Solution
Handle provides an AI‑agent platform that serves as a system of record for an agency’s entire operation and connects directly to carrier portals and internal systems without manual integrations. The platform’s autonomous AI agents execute end‑to‑end workflows for quoting, reconciliation, and collections, delivering results in seconds instead of days. Real‑time updates keep policy data synchronized across all channels, eliminating gaps between insurer records and the broker’s CRM. Users interact with the system through a conversational AI trained on their own data, allowing instant lookup of policies, endorsements, receipts, and client information. The solution centralizes every operational task in a single platform, giving leadership a control‑tower view while agents act like full‑time employees with high accuracy.
Target Audience
Primary customers are insurance brokers and agency teams that manage multiple carrier relationships and need to automate back‑office processes such as quoting, policy reconciliation, and collections.
Features
- System of Record (SOR) that aggregates data from insurer portals, email, WhatsApp, calls, CRM/ERP, and spreadsheets into a unified database
- Direct computer‑use integration with carrier portals, removing the need for custom manual integrations
- Vertical AI agents that autonomously handle quoting, policy reconciliation, and collections with 99% accuracy
- Real‑time synchronization of policy status, commissions, and payment information across all connected systems
- Conversational interface that allows agents to query policies, endorsements, receipts, and client details without manual searching
- Leadership control‑tower dashboard providing centralized visibility into operational metrics and workflow performance