Industry-specific AI brains
- Agency NexusThe AI brain for your insurance agency.
- BlueprintThe AI brain for your architecture or engineering firm.
- SiteworkThe AI brain for your contracting business.
- Sourcy™ DATA14M+ clean business records, ready for your outreach.
- Sourcy™ StructuralStructural calcs your AI runs over MCP, with every step shown for your engineers.
- Sourcy™ CalcsComing soon · Florida HVAC load and energy calcs built for AI agents over MCP.
- Sourcy™ ScanScan existing rooms with LiDAR on iPhone or iPad, view them in 3D and export.
- Sourcy™ LEADPay-per-lead projects for architects, engineers and contractors.
- Audit MonkeyTool to prepare for, check and dispute workers' comp and GL premium audits. 50 MB of free uploads, then $20 per audit.
One click to choose, one click to go.
By industry
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- Answer every callA voice agent that answers day and night and logs every call to your CRM.
- Find new customersFilter licensed businesses by trade, county and licence status. Search free.
- Keep projects movingBring project records, proposals, and billing together with Blueprint AI.
- Get paid by milestoneProgress billing your clients approve from their own portal.
AI for Insurance Agencies in Sarasota
Sourcy builds AI automation for independent insurance agencies in Sarasota County — automating certificate of insurance processing, renewal follow-up, AMS integration, and after-hours client communication via Agency Nexus, the AI platform built specifically for Florida P&C agencies.
AI Capabilities for Sarasota Insurance Agencies
Certificate of Insurance Automation
Agency Nexus automates the full COI (certificate of insurance) workflow for Sarasota agencies: extracting data from ACORD 25 PDFs, verifying coverage against requirements, flagging expiring certificates, and sending automated renewal requests to clients and carriers. CSRs who previously spent 3–4 hours per day on COI requests reclaim that time for revenue-generating work.
AI Receptionist for After-Hours Calls
Sarasota insurance agencies lose leads every evening and weekend when calls go to voicemail. Sourcy deploys an AI receptionist that answers calls 24/7, qualifies new business inquiries, captures contact information, and schedules callbacks — all integrated with your AMS so every interaction is logged automatically.
Renewal Pipeline Management
Agency Nexus tracks every policy renewal 90, 60, and 30 days out and triggers automated outreach sequences — email, text, and call reminders — personalized to each client.
AMS Integration (Applied Epic, EZLynx, HawkSoft)
Agency Nexus integrates directly with the AMS platforms most Sarasota agencies use: Applied Epic, EZLynx, HawkSoft, and AMS360. Data flows bidirectionally — policy changes in your AMS update the AI workflows automatically, and AI-captured client data writes back to your AMS without manual entry.
Florida DOI Compliance Built In
Every AI workflow in Agency Nexus is built to Florida Department of Insurance compliance standards. Automated communications include required disclosures, surplus lines filings are tracked separately, and the system flags any policy that may require a licensed agent review before automated processing proceeds.
Sourcy DATA: Live Sarasota Business Intelligence
Sourcy DATA provides Sarasota agencies with a live feed of business records — updated monthly with ownership changes, new business filings, and expansion signals. Agencies use this to identify new commercial lines prospects in Sarasota County before competitors do.
Why Sarasota Agencies Need AI Now
Sarasota County has over 200 independent insurance agencies competing for the same commercial and personal lines clients. The agencies growing fastest are those that respond to inquiries within minutes, follow up on renewals automatically, and process certificates without delays. Manual workflows cannot compete with that speed. Agency Nexus gives Sarasota agencies the same AI infrastructure that large regional carriers use — built for independent agency scale and Florida-specific compliance.
Hands-on Implementation in 30 Days
the Sourcy onboarding team work with your Sarasota team, map your existing workflows, integrate Agency Nexus with your AMS, and train your CSRs and producers hands-on. Go-live happens in 30 days. After go-live, Sourcy monitors performance monthly and optimizes the AI workflows as your book of business grows.
Built for Florida P&C Agencies
Agency Nexus is not a generic CRM with AI features bolted on. It is purpose-built for Florida property and casualty agencies — with built-in knowledge of ACORD forms, Florida DOI filing requirements, catastrophe-exposed commercial lines, and the seasonal fluctuations that define the Sarasota market. The platform is both the management software your team uses daily and the intelligence layer that powers every AI agent running in the background.
Questions about this service
- Does Agency Nexus work with my existing AMS in Sarasota?
- Yes. Agency Nexus integrates with Applied Epic, EZLynx, HawkSoft, AMS360, and most other AMS platforms used by Sarasota agencies. Sourcy handles the integration — your team does not need to manage any technical setup.
- How long does AI implementation take for a Sarasota insurance agency?
- Most Sarasota agencies are fully operational with Agency Nexus within 30 days of kickoff. This includes AMS integration, AI workflow configuration, and hands-on CSR training with your team.
- What does AI automation cost for a Sarasota insurance agency?
- Sourcy plans is offered with pricing tailored to scope for the Growth Engine (AI receptionist, lead automation, marketing) and scale to $7,499/month for the Intel Platform (full Agency Nexus deployment, COI automation, renewal management, Sourcy DATA intelligence). Pricing is tailored to scope. Contact Sourcy for current pricing. Setup and custom integration are scoped and quoted separately.
- Can AI handle Florida surplus lines and specialty coverage workflows?
- Yes. Agency Nexus is built for Florida-specific compliance including surplus lines tracking, Citizens Property Insurance workflows, and catastrophe-exposed commercial lines. The AI flags any policy requiring licensed agent review before automated processing.
Ready to Automate Your Sarasota Insurance Agency?
Schedule a complimentary agency assessment. Sourcy will audit your current workflows, identify the highest-ROI automation opportunities, and deliver a concrete implementation roadmap — at no cost, no obligation.