80% of your day is renewals, COIs, and follow-ups.
CortexaOS generates ACORD 25 COIs in 30 seconds, automates your renewal pipeline, and works your cross-sell opportunities — so you spend your time selling coverage, not processing paperwork. Replaces EzLynx.
Every step. Automated.
Insurance Agency workflows run end-to-end — from first contact to final payment — without you chasing every step.
Lead + Quote
Multi-carrier comparative quoting
Bind + Application
Carrier application + e-signature
ACORD Forms
ACORD 25, 125, 130 auto-generation
Policy Management
Full policy database + endorsements
Renewal Pipeline
AI-triggered renewal workflow at 90-60-30 days
E&O Compliance
License tracking + CE credit management
Claims Assistance
First notice of loss + carrier follow-up
Cross-Sell Opportunities
AI identifies coverage gaps in your book
COI Requests
Auto-generated + delivered in 30 seconds
Lead + Quote
Multi-carrier comparative quoting
Bind + Application
Carrier application + e-signature
ACORD Forms
ACORD 25, 125, 130 auto-generation
Policy Management
Full policy database + endorsements
Renewal Pipeline
AI-triggered renewal workflow at 90-60-30 days
COI Requests
Auto-generated + delivered in 30 seconds
Cross-Sell Opportunities
AI identifies coverage gaps in your book
Claims Assistance
First notice of loss + carrier follow-up
E&O Compliance
License tracking + CE credit management
⚡AI-automated handoffs — no manual work required
A Day at an Insurance Agency Running CortexaOS
Watch a 90-second walkthrough of how Insurance Agency businesses run CortexaOS end-to-end.
Watch the at an Insurance Agency CortexaOS Demo
2:40 · with narration
COI request received and generated — delivered to client before they refresh their inbox.
Your Renewal Pipeline Is Your Most Valuable Asset
Calculate how much you're leaving on the table from churn and missed cross-sells
Your Renewal Pipeline Is Your Most Valuable Asset
Calculate how much you're leaving on the table from churn and missed cross-sells
Renewal Retention Revenue
$8,602Closing the gap to 92% retention on your book
COI Processing Time Saved
$6,75025 min per COI saved × monthly volume × $50/hr equivalent
Cross-Sell Revenue Uplift
$8,6028% more cross-sell conversions from AI opportunity engine
Renewals + COI savings + cross-sell uplift combined
Your Annual ROI
$23,953Renewals + COI savings + cross-sell uplift combined
No credit card required · Full platform access · Cancel anytime
Everything you need. Nothing you don't.
Purpose-built for insurance agency businesses — not retrofitted from a generic platform.
ACORD 25 COI Generator
Generate ACORD 25, 125, and 130 certificates in 30 seconds — pre-populated from your policy database, emailed directly to the requester.
Renewal Pipeline Automation
90-60-30 day renewal workflow triggered automatically for every policy. Coverage review summaries sent to clients, meetings booked, retention tracked.
Cross-Sell AI Engine
AI scans every client's coverage profile for gaps and queues personalized outreach. Contractors without umbrellas. Restaurants without spoilage. It finds them all.
Policy Management Suite
Complete policy database with endorsements, certificates, loss runs, carrier contacts, and coverage summaries — all searchable in one place.
Claims Tracker
First notice of loss entry, carrier follow-up tracking, and claim status updates — keep clients informed and stay on top of open claims.
E&O License Manager
License expiration tracking, CE credit monitoring, and renewal reminders for every agent in your agency — compliance on autopilot.
Lead Management + Quoting
Full CRM pipeline from lead through bind, with multi-carrier comparative quoting and automated follow-up sequences.
Client Communication Hub
Two-way SMS and email for all client communications — policy changes, renewal reminders, claims updates, and COI confirmations.
How we compare to EzLynx & AMS360
Feature-by-feature, CortexaOS isn't a supplement — it's the replacement.
Comparison based on publicly available feature documentation as of 2026.
More policies. Less paperwork. Higher retention.
CortexaOS automates your COIs, renewal pipeline, and cross-sell outreach — so you sell coverage, not process forms.
No credit card required · 14-day free trial · Cancel anytime