AI Insurance Coworker

CSR-004

Universal Customer Intake

Paste customer text and drag in license / registration images. Uncertain fields must be confirmed before SinglePoint; then the backend creates the customer's private folder and moves the originals there.

Drop license and registration images here JPG, PNG or WebP · up to 4 files

New Auto Quote

MA License + VIN

Look up the customer in RMV, save to 17Quote, then rate all SinglePoint carriers.

MA License Number VIN

Home Quote

Property + SinglePoint Home

Use an MA license, or enter the customer's identity and property address.

MA License Number

or enter details below

Name, DOB & address

First Name Last Name Date of Birth Street Address Unit City State ZIP

Massachusetts Market Quote

MPIUA / MAIP

Stops before Submit / Assign

Load one customer from the read-only 17Quote sheet and run the selected carrier to its final review page. Final Submit and Assign actions are always blocked.

17Quote Customer Name Carrier Product Occupancy

Test defaults and safety rules

Every run creates a new quote/application.
All underwriting Yes/No questions default to No.
MAIP uses RMV data for MA licenses and confirmed manual data for out-of-state or foreign licenses.
License files stay in the customer's private folder; logs never contain the image or full path.
Missing optional rosters, watercraft, attachments and comments stay empty.
Carrier address validation cannot silently replace a different unit number.
If MPIUA requires a unit that is missing from 17Quote, the quote stops for manual review.
Submit, Bind, Issue, Pay and Purchase are always blocked.

RTA E-Stamp

Upload & Stamp RTA PDF

Choose the carrier's authorized stamp, upload the completed Massachusetts RTA, then download the stamped PDF.

Carrier Stamp RTA PDF

Auto / Home Binder

Auto-Detect Completed Quote

Enter the customer name. The system detects completed Auto and Home quotes and generates every matching Binder.

Customer Name

Policy Billing

Plymouth Rock Billing Status

Enter the customer name to retrieve the policy number, next payment date, and amount due. Paid-in-full policies show no monthly payment due.

Customer Name

Policy Endorsement

Add Car · Plymouth Rock

Enter the customer name and VIN. The system finds the issued auto policy and copies coverage from the current vehicle.

Customer Name 17-character VIN Effective Date

I reviewed the VIN and effective date. Submit the endorsement using the current vehicle's coverage.

Policy Cancellation

Generate 2A / LPR

Enter the customer name. Auto policies generate a 2A; Home policies generate an LPR. Cancellation date defaults to today.

Customer Name