Principal agent and mandate holder
Usually someone full timeThis one is done by a person.
Insurance agency
Map the work, assign responsibilities and assess where digital support could help. Adapt this starting structure to your team.
A typical Insurance agency with 5 people covers 12 functions.
Up to 9 functions are eligible for Digital Employee support, under a personโs supervision.
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Already up and running? The X-ray compares your real departments and positions with this typical company and creates only what is missing. Nothing you have is changed.
- dedicated
- 3
Functions someone does full time.
- hats
- 5
Functions carried by someone who already carries others.
- uncovered
- 3
Functions nobody does today.
- Outsourced
- 1
Functions entrusted to an external specialist.
How does it look at your place?
Set your team size and say who covers each function today. The four numbers update as you go. Nothing leaves this page until you sign up.
5 people
3
dedicated
5
hats
3
uncovered
1
Outsourced
Who does it at your place?
- Principal agent and mandate holderTypical: Usually someone full time
- Advisors: sales, advice and portfolio renewalsTypical: Usually someone full time
- Claims desk: opening, company follow-up and client updatesTypical: Usually a shared hat DE
- Renewals list, premium reminders and policy documentsTypical: Usually nobody DE
- Premium collection, company statements and remittance reconciliationTypical: Usually a shared hat DE
- Front desk, phone and the advisors' agendasTypical: Usually someone full time DE
- Quote requests, qualification and follow-upTypical: Usually the owner, after hours DE
- Intermediary compliance register: training, checks and auditsTypical: Usually the owner, after hours DE
- Campaigns, website and client newsletterTypical: Usually nobody DE
- People administration, contracts and payroll handoffTypical: Usually the owner, after hours DE
- Hiring of advisors and desk staff and candidate screeningTypical: Usually nobody DE
- External accountant of the agencyTypical: Usually outsourced
An estimate from your answers, not a diagnosis: the sign-up wizard lets you refine it hat by hat. Your answers stay in this browser tab only.
The functions
What a typical Insurance agency has to cover
Function by function: how it is usually covered, what hurts, and where a Digital Employee can take the hat under the supervision of whoever wears it today.
Agency direction
(2)
Campaigns, website and client newsletter
Usually nobodyThe website and the social page show last year's campaign, and the newsletter to the clients goes out when the company sends the material.
Digital Employee ยท Marketing Plus band
A Digital Employee can cover this function
โฌ990 /mo
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesAdvisors
(1)
Advisors: sales, advice and portfolio renewals
Usually someone full timeThis one is done by a person.
Customer desk and claims
(4)
Claims desk: opening, company follow-up and client updates
Usually a shared hatClaims are opened on the portal by whoever is free and the client hears about the next step when they call again.
Digital Employee ยท Support Plus band
A Digital Employee can cover this function
โฌ990 /mo
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesRenewals list, premium reminders and policy documents
Usually nobodyHundreds of policies expire every month and the reminder goes out when the advisor remembers the client.
Digital Employee ยท Administration Core band
A Digital Employee can cover this function
โฌ490 /mo
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesFront desk, phone and the advisors' agendas
Usually someone full timeOne desk answers the phone for claims, renewals and quotes, keeps the advisors' agendas and files the paper, so the client who calls twice gets the voicemail.
Digital Employee ยท Administration Plus band
A Digital Employee can cover this function
โฌ990 /mo
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesQuote requests, qualification and follow-up
Usually the owner, after hoursQuotes are prepared on the portal and followed up when the client calls back, and the ones that never call are the premiums nobody counts.
Digital Employee ยท Sales Core band
A Digital Employee can cover this function
โฌ490 /mo
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesAdministration and compliance
(5)
Premium collection, company statements and remittance reconciliation
Usually a shared hatPremiums arrive at the desk, by transfer and by direct debit and are reconciled with the company statement once a month; the difference is the agent's Saturday.
Digital Employee ยท Finance Plus band
A Digital Employee can cover this function
โฌ990 /mo
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesIntermediary compliance register: training, checks and audits
Usually the owner, after hoursThe supervisor's register, the training hours, the anti-money-laundering checks and the privacy paperwork are done when the audit is announced.
Digital Employee ยท Administration Core band
A Digital Employee can cover this function
โฌ490 /mo
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesPeople administration, contracts and payroll handoff
Usually the owner, after hoursFive contracts, the advisors' registrations and the hours for the payroll consultant are the agent's Sunday.
Digital Employee ยท HR Plus band
A Digital Employee can cover this function
โฌ990 /mo
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesHiring of advisors and desk staff and candidate screening
Usually nobodyAn advisor's notice starts a search through the companies' contacts, and the portfolio is orphaned while the seat is empty.
Digital Employee ยท HR Plus band
A Digital Employee can cover this function
โฌ990 /mo
Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.
See the Digital EmployeesExternal accountant of the agency
Usually outsourcedThe agency's books are outsourced and fed in batches, and the corrections come back at the quarter.
This one is done by a person.
The first week
What starts after the brief is complete, with every condition kept visible.
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A task from the role brief
Once the brief is complete and the Digital Employee is active, Scovai creates a first task from the role definition. An incomplete brief never produces invented work.
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A useful daily summary
At 07:30 local time, supervisors and the workspace owner receive yesterday's work, open approvals, incidents, silence and spend. Empty days send no email, except for the quiet Monday check-in.
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Phone updates by choice
The push invitation appears only after the first approval request. If you do not enable it, the operational picture remains available in the email summary.
How it works
From a reference model to your structure
1
Start from the model
Sign up on the free AGENTIC plan with this blueprint preloaded. You confirm the profile and the functions; nothing is written until you apply.
Found your company 2
Assign the hats
Say who does what today. The mirror shows the load per person and the functions still uncovered, and marks where a Digital Employee is honestly proposable.
See how Digital Employees work 3
Hire from the marketplace
Explore Digital Employees by role and competence. Assign one only after choosing a seat, a clear brief and a human supervisor.
Browse the marketplace Questions
Straight answers
Who supervises the digital employees?
Each digital employee sits in a seat under a named person in the agency, usually the agent or the office manager. It covers an administrative or support function under that person's supervision, reports what it did, and stops whenever the supervisor says so. No digital employee sits in the professional core seat.
What does a digital employee never decide?
Anything a registered intermediary is responsible for: advice on a cover, the adequacy of a policy, a quote sent to a client, the handling of a claim with the company, and whatever its brief marks as reserved: premiums and discounts, commitments on a claim, anything sent to the company or the supervisor. On those it prepares the work and asks before acting; the first message to any outside recipient is always a draft.
Where does it take its data from?
From the agency management system, the company portals, the mailbox, the quote and claim folders you connect to its seat, and from what the advisors and the office manager tell it. It reads nothing you have not connected, contacts nobody you have not listed and handles personal data only within the systems you already use.
What does it cost?
Each digital employee is billed monthly by price band, shown in your currency on the marketplace before you claim a seat. You claim one seat at a time and can release it; there is no bundle price.
