Your team finishes the call. The AMS note is already drafted.
We build a custom system in your own accounts. After a service call, the activity note, change request and client email are drafted. A named person approves each one before anything is saved or sent.
- Free audit and a written quote
- Built in accounts you own
- A person approves everything
- AMS activity note→ your AMSApprove
- Policy change request: added vehicle→ draft to carrierApprove
- Certificate request: landlord→ task in your AMSApprove
- Confirmation email to the client→ draft emailEdit
Three jobs we build first.
Each one is drafted for you and approved by your team. The audit tells you which matters most at your firm.
After every service call
Today
Account managers type an activity note, then write the change request and a confirmation email, often hours later.
What we build
A draft AMS activity note, a policy change request and a client confirmation email, all built from the call and waiting for review.
Reads it, corrects it, clicks approve.
Renewal prep, 60 to 90 days out
Today
Someone opens each policy, hunts for changes and open items, then writes the outreach email from scratch.
What we build
A one-page renewal pack per account: policy summary, changes since last term, open items, plus a drafted outreach email.
Reviews the pack, edits the email, sends it.
COI and endorsement requests
Today
The shared service inbox fills with certificate and endorsement requests that are easy to miss or mis-file.
What we build
Each request is sorted from the inbox into a drafted certificate or endorsement request, or a task, tied to the right client.
Checks the details, approves the request.
A made-up call, start to finish.
Every name, number and company below is invented. Watch the facts get picked out, then approve the drafts yourself.
On the free audit we run one of your real calls through it, with your fields and your templates.
Book a free build auditWhat does the typing-up cost you now?
Move the sliders to match your team. Nothing leaves your browser unless you book.
Your own arithmetic: people × items a day × minutes × 5 days, over 48 working weeks. It is not a promise of what a build saves; the free audit measures one real day and tells you which part is worth automating.
Get these numbers checked on a free auditFrom a free call to a working system.
No subscription to learn, no new software for your account managers. We build it once, for your firm, and hand you the keys.
- FREE
Free audit call
30 minutes. Walk us through one person’s day after their calls and emails. We map where the admin time goes.
Written scope and quote
A day or two later: the jobs worth automating first, what each draft will say, the test it must pass, and one fixed price.
Built in your accounts
We build in hosting and AI accounts you own, connected to your system and mailbox, on test records first.
Live after a written test
It goes live when it passes the acceptance test you agreed. Your team approves every draft from day one.
What the free audit gives you, even if you stop there
- A plain map of where your team’s admin hours go each week
- The one to three jobs worth automating first, and the ones that aren’t
- A written scope and a fixed quote, yours to keep
It drafts. Your people decide.
A person approves everything
Nothing is saved or sent until a named person on your team clicks approve. Every approval is logged.
Your accounts, your data
It runs in hosting and AI accounts you own. You can revoke our access at any time.
Checked against the source
Every fact in a draft is traced back to the call or email. Anything it can’t back up is flagged, never guessed.
Admin only
It never scores, ranks or decides anything about a person, a policy, a case or money.
- What it will never do
- It never gives coverage advice and never binds coverage.
- It never makes or suggests claims decisions.
- It never changes a policy on its own. A person submits every request.
- It never quotes a premium. Quotes come from your carriers and your team.
Your IT person or counsel will want the detail: how it’s built, where data goes and what we never touch →
Straight answers.
Anything else, ask on the call. If a build isn’t worth it for your firm, we’ll tell you.
Does it work with Applied Epic or HawkSoft?
We check your plan’s API access on the audit call. Where your system has no way in, drafts land in your inbox or as a task for someone to paste. We do not claim a partnership with any vendor.
Can it process endorsements by itself?
No. It drafts the request, and an account manager checks it and submits it to the carrier. Nothing reaches a carrier or a client without a named person approving it.
Will it tell clients what their policy covers?
No. Drafts state only what was said on the call or what sits in your own records. Coverage questions go to a licensed person on your team, as they do today.
What about our shared service inbox?
We sort what lands there into drafted requests and tasks per client. Anything unclear stays in the inbox for a person. Your CSRs keep working in the same inbox they use now.
What does it cost?
Every build is quoted after the free audit, as one fixed price in writing, because the work depends on your systems and how many jobs you want covered. The audit costs nothing, and the written scope is yours whether or not you go ahead.
Where does our data go?
It stays in accounts you own: your hosting, your AI account, your system of record and your mailbox. We work inside them with access you can switch off at any time. Call text is redacted where it isn’t needed and deleted on a schedule you set.
What if it gets something wrong?
Each draft is checked against what was actually said or written, and anything it can’t back up is flagged rather than guessed. A named person approves every item before it’s saved or sent, so a wrong draft is corrected, not filed.
Book 30 minutes. Leave with a plan.
Pick a time on the right. Bring one of your account managers’s typical days, and we’ll show you where the hours go.
- 30 minutes on Zoom or Google Meet
- An honest answer on whether a build is worth it for you
- A written scope and fixed quote afterwards, free
- No pitch deck, no follow-up sequence
Rather email? neo@afterclerk.com