| Description | Kay.ai is an AI automation tool built for insurance agencies and brokerages that logs into existing systems, navigates portals, fills out forms, reads documents, and updates agency management systems the same way a human team does. It automates repetitive insurance operations such as submissions, renewals, policy checking, certificates, endorsements, carrier downloads, and AMS activities, running 24/7 without new software or API integrations. It learns from user corrections, pauses and asks the team when uncertain via Microsoft Teams or email, and keeps a fully auditable record of every action. | Close is a CRM built for high-velocity sales teams that live in the inbox and on the phone. With built-in calling, SMS, email sequences, and a power dialer, Close helps sales reps make more calls, send more emails, and close more deals. |