Your book of business should compound. Your workload shouldn't.
CortexaOS gives independent insurance agents an AI operating system that manages renewals, client communication, compliance tracking, and lead follow-up — so your book grows without consuming more hours of your life.
Every client who lapses or moves to a competitor is revenue you earned once and lost. Retention runs on communication. CortexaOS makes sure no client goes quiet.
The Real Cost of Doing It Yourself
$50–$150/hr
Your billing rate
What your time is actually worth
20 hrs
Admin hours/month
Time lost to non-billable work
$1,000–$3,000
Monthly opportunity cost
Revenue you could have earned instead
Independent agents who add 2–3 clients per month through better follow-up cover the platform cost in the first new commission check. At $149/month, CortexaOS pays for itself in the first few hours you reclaim.
Your Tuesday right now
Every one of these is time you are not billing, not resting, not growing.
Manually tracking 40 renewals coming up over the next 90 days in a spreadsheet
Calling every client personally at renewal to review their policy — no automation in place
Losing a client because they got a cheaper quote and you didn't reach out first
Writing the same client follow-up email 15 times for 15 different policyholders
Trying to remember which carrier appetites match which client situations
Chasing CE credits, license renewals, and carrier certifications across multiple states
Getting a referral but failing to follow up fast enough and losing the opportunity
With CortexaOS, your Tuesday looks different.
You do the work only you can do. Everything else runs automatically — or gets drafted in seconds when you need it.
Exactly what CortexaOS does for you
Not generic AI. Built around the specific work that's stealing your time.
Renewal Management
90-day, 60-day, and 30-day renewal outreach happening manually — or not at all — for every client in your book.
Automated renewal sequences launch 90 days out for every policy. Client gets the right touchpoint at the right time, every time.
Client Communication
Keeping 200+ clients warm with relevant, personalized communication when you're also selling and servicing.
Cortexa drafts policy updates, coverage reviews, market change alerts, and personalized check-ins — all in your voice.
Lead Follow-Up Sequences
Referrals and inbound leads going cold because you're too busy with existing clients to follow up fast enough.
Automated multi-touch follow-up sequences launch the moment a new lead comes in — while you focus on closings.
Quote & Carrier Comparison
Building quote comparison documents for clients that show coverage differences across carriers takes too long.
Generate clean, client-ready carrier comparison summaries showing coverage, exclusions, and premium side-by-side.
Compliance & Licensing Tracker
License renewals, CE credits, carrier certifications, and E&O policy renewals managed across spreadsheets and sticky notes.
Cortexa tracks all your compliance deadlines, reminds you 60 days out, and drafts any required documentation.
Referral Program Management
Your best clients would refer you — but you've never asked systematically, and there's no process.
AI Referral Campaign builds a personalized referral ask sequence for your top clients. Most agents see new referrals within 30 days.
“I was manually tracking every renewal on a calendar. I missed two and lost the clients. Now CortexaOS handles all of it automatically. My retention went from 82% to 94% in one year.”
Linda K. — Independent P&C Agent, Florida
Ready to get your time back?
Start free. No credit card. Your Company Brain is built in under 5 minutes.