AI That Knows Your Book
This isn't a chatbot with an insurance glossary. Legend's AI works with your actual agency data — client profiles, policy details, communications history, team structure — to do real work that saves your team real time.
Where the Time Goes
The work that eats your day isn't the insurance — it's the preparation, the drafting, the filing. That's where AI makes the difference.
Drafting a coverage summary email
Before
15–20 min
With Legend
< 1 min
Preparing for an account review
Before
30–45 min
With Legend
Instant
Creating and assigning a follow-up task
Before
2–3 min
With Legend
One sentence
Categorizing and filing inbound emails
Before
All day
With Legend
Automatic
Email Drafting
Full Context, One Click
Select a client, choose a communication type, and the AI drafts a complete email using their policy data, renewal timeline, and recent activity. Adjust the tone — formal, friendly, concise — and send directly from the system.
No copy-pasting from policy screens. No looking up effective dates. The draft already has everything.
Account Summaries
Meeting Prep in Seconds
Generate an executive summary for any account — active policies, coverage details, premium totals, upcoming renewals, open items, recent communications. Stop spending thirty minutes prepping for a fifteen-minute call.
Summaries pull live data. Run one before a meeting and it reflects the account as of right now.
What the AI Actually Does
Every capability works with your real agency data. No generic responses, no hallucinated policy numbers.
Context-Aware Email Drafting
Click draft, get a complete email that knows the client, their policies, the renewal timeline, and your recent communications. Adjust tone, review, send. You're editing — not writing from scratch.
Pulls from policy data, coverage details, transaction history, and prior email threads.
One-Click Account Summaries
Generate an executive summary for any account instantly. Active policies, coverage positions, upcoming renewals, open tasks, recent activity — all formatted and ready for your next meeting or call.
Summaries update in real time as account data changes.
Natural Language Task Creation
Tell the system what needs to happen. "Send the renewal questionnaire to Acme Corp and follow up in two weeks." It creates the task, assigns it based on your team structure, sets the deadline, and tracks it.
Understands team roles, account assignments, and task types.
Smart Categorization & Filtering
Inbound communications are automatically categorized by intent — new business inquiry, renewal action needed, certificate request, claim notice. Your team sees what matters, prioritized by urgency.
Reduces inbox noise and ensures nothing falls through the cracks.
Proposal Generation
Generate polished client proposals from quote data. Coverage summaries, premium comparisons, and recommendation language — assembled from your actual quote options, not a blank template.
Branded output ready to send or customize.
Communication Intelligence
Every email and communication is automatically linked to the right client profile. Search across all communications, surface relevant context during calls, and never lose track of a conversation thread.
AI matches communications to clients even without perfect subject lines.
See the AI in Action
We'll show you how Legend's AI works with real agency scenarios — not a canned demo.