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Quote requests answered,
renewals never forgotten.

For agencies and brokers, speed and follow-up are everything. BittnerAI captures quote requests instantly, keeps pending quotes warm, processes documents, and nudges renewals before they lapse.

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The quote you follow up on is the one you write.

Prospects shop fast and renewals slip quietly. Automation keeps both from falling through the cracks.

✕ The daily grind
  • Quote requests sit while prospects shop elsewhere.
  • Follow-up is inconsistent, so quotes lapse.
  • Renewals slip past without a nudge.
  • ACORD forms and docs re-keyed by hand.
✓ With BittnerAI
  • Quote requests captured and acknowledged instantly.
  • Pending quotes followed up automatically until they close.
  • Renewal reminders sent on schedule, every time.
  • Documents read and extracted into your system.

Built for how agencies & brokers actually operate.

Lead & Client Intake

Capture and qualify every inquiry — instantly, day or night.

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Follow-Up & Nurture

Persistent, personalized follow-up so no lead goes cold.

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Document Processing

Turn invoices, forms and reports into clean, structured data.

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Reporting & Analytics

Plain-English answers and automatic summaries from your data.

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Customer Support

Draft accurate answers and resolve routine tickets automatically.

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A quote request, qualified and logged.

A scenario straight from your world. Run it and watch the workflow handle it.

BittnerAI · live workflow preview
Pick a scenario or edit the text

Interactive preview of the workflow — try your own wording. Your production version connects to your real tools.

◆ Illustrative example — not a real client result

A renewal saved before it lapsed.

Imagine a policy quietly approaching its renewal date with no outreach logged. Instead of lapsing, the automation flags it, drafts a timely check-in, and schedules follow-up — keeping the client, and the commission, on the books.

Write more quotes, lose fewer renewals.

Book a free call and I'll map the automations that fit your operation.

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