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.
One click to choose, one click to go.
By industry
By need
- 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.
Your Agency's Back Office. Automated. $60K–$150K Saved Per Year.
After working with Sourcy, insurance agencies answer every call 24/7, process ACORD forms without manual data entry, never miss a renewal, and eliminate $60,000–$150,000 per year in administrative labor costs. We work directly with your team, map every workflow that currently requires a CSR but not a licensed producer, and build AI systems that run those workflows automatically — so your licensed staff focuses on selling and retaining clients, not entering data.
Sourcy automates the administrative workflows that consume your CSRs' time — ACORD processing, COI management, renewal follow-up, and after-hours calls — so your agency operates with less overhead and more capacity.
What We Automate for Insurance Agencies
Every workflow below is currently consuming staff time that could be eliminated.
ACORD Form Processing
2–4 hrs/day
AI reads incoming ACORD forms, extracts data, and populates your AMS automatically. Eliminates 2–4 hours of daily data entry.
Certificate of Insurance
3–5 hrs/day
Automated COI intake, verification, issuance, tracking, and expiration alerts. Handles 50+ COI requests per day without staff involvement.
Renewal Follow-Up
$40K–$80K/yr
Automated multi-touch renewal sequences via email, text, and AI phone calls at defined intervals before expiration. No renewals fall through the cracks.
After-Hours AI Receptionist
$35K–$55K/yr
AI answers every call 24/7, qualifies leads, handles basic questions, and books appointments. In English and Spanish.
Quote Intake & Routing
1–2 hrs/day
AI collects prospect information via web form or phone, pre-fills the quote request, and routes to the right producer with full context.
Claims Intake (FNOL)
1–3 hrs/day
AI handles first notice of loss calls, collects required information, creates the claim record, and notifies the adjuster — without staff involvement.
Integrates With Your Existing AMS
No need to switch platforms. Sourcy builds AI automation on top of the AMS you already use.
- Applied Epic
- HawkSoft
- QQCatalyst
- NowCerts
- EZLynx
- AMS360
- Sagitta
- Custom AMS
Frequently Asked Questions
- How much can AI automation save an insurance agency per year?
- Insurance agencies that implement Sourcy's AI automation typically save $60,000–$150,000 per year in administrative labor costs. The largest savings come from automating ACORD form processing (which can consume 2–4 hours of staff time per day), certificate of insurance management, renewal follow-up sequences, and after-hours call handling. A single CSR position at $45,000–$65,000 per year in fully-loaded costs can often be eliminated or redeployed to higher-value work within the first 90 days of implementation.
- What insurance agency workflows can be automated?
- The highest-ROI workflows for insurance agency automation include: ACORD form intake and processing (automatically extracting data and populating your AMS), certificate of insurance issuance and tracking, renewal follow-up sequences (automated emails, texts, and calls at defined intervals before expiration), after-hours call handling via AI receptionist, quote intake and routing, policy change request processing, claims intake and first notice of loss, and cross-sell/upsell campaign automation. Sourcy has implemented all of these workflows across independent and commercial insurance agencies in Florida.
- Which AMS platforms does Sourcy integrate with?
- Sourcy integrates with all major insurance agency management systems including Applied Epic, HawkSoft, QQCatalyst, NowCerts, EZLynx, Vertafore (AMS360, Sagitta), and custom AMS platforms. Our AI automation systems read from and write to your AMS directly — so all automated actions are logged in your existing system of record. We do not require you to switch AMS platforms or add a separate database.
- What is Agency Nexus and how does it relate to AI automation?
- Agency Nexus is Sourcy's proprietary insurance agency management platform, built specifically for independent agencies that want AI automation built into their core operations. It includes a modern AMS, AI-powered ACORD processing, automated renewal pipeline, COI management, and an integrated AI receptionist. For agencies on legacy AMS platforms, Sourcy can implement AI automation on top of your existing system. Agency Nexus is an option for agencies that want to upgrade their entire tech stack while implementing AI.
- How long does insurance agency automation implementation take?
- A single workflow automation — such as automating ACORD form processing or setting up an AI receptionist — typically takes 2–3 weeks from kickoff to live deployment. A full agency automation covering multiple workflows takes 45–90 days. Sourcy's hands-on implementation model means our team works directly with your staff, which accelerates adoption and reduces the risk of disruption to your daily operations.
- Will AI automation replace my CSRs?
- AI automation eliminates the repetitive, administrative portions of CSR work — not the relationship-driven, judgment-intensive portions. Most agencies find that after implementing AI automation, their CSRs spend less time on data entry, form processing, and follow-up calls, and more time on complex client issues, cross-selling, and retention conversations. Some agencies reduce headcount through attrition; others redeploy staff to revenue-generating roles. The goal is to make your existing team more productive, not to eliminate the human element of your agency.
See What We Can Automate in Your Agency
We work directly with your team, map your workflows, and show you exactly what can be automated — and what it would save you. No commitment required.