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Meet yourmodern workforce.

Sully is an AI account manager for P&C and benefits teams.

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Pick the jobs Sully will do.

SullyAccount manager, commercial lines
Open responsibility
Open responsibility
Open responsibility
Open responsibility
Requests a week0
Policy changes140 a week
Certificates of insurance210 a week
New business submissions35 a week
Claims first notice28 a week
Renewal prep60 a week
Loss run requests45 a week
Client billing questions90 a week
Coverage questions70 a week
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Sully learns SOPs from your own files.

Client emails
MHMarcus Hale
New truck on our auto policy
Your SOPs
PDFEndorsement procedures
Carrier portals
agent.travelers.com/endorse
Policy BA-4471902
Effective date
VIN
Garaging ZIP
Submit
Spreadsheets
AccountCarrierRenewsPremiumAMNorthwindTravelersMar 1$84,200DRKesslerHartfordApr 15$51,900JPHalvorsenTravelersMay 2$38,450DRBrightlineChubbJun 9$122,000MK
Recorded calls
Client call, Northwind12:04
Transcript readyMar 4
Policy documents
DECLARATIONS
Named insuredNorthwind Freight LLC
PolicyBA-4471902
Covered autosSymbol 7
Liability limit$1,000,000
Add a vehicleProcedure
  1. Get the VIN and garaging address
  2. Find the policy
  3. Fill the carrier’s form
  4. Ask for approval if premium rises over $2,500
  5. Confirm with the client
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He practices on simulated requests.

Accuracy by roundReady for real work at 95%
Round 1
Round 2
Round 3
Round 4
Round 5
Simulated requests, built from your past casesRound 1 of 5
0Correct
0Wrong
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He gets his own logins, like any new hire.

 

SullyAccount manager, commercial lines
Reports to
Dana Ruiz
Team
Midwest servicing
System access0 of 6 connected
Applied EpicNot connected
SharePointNot connected
Carrier portalsNot connected
OutlookNot connected
PhoneNot connected
Microsoft TeamsNot connected
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Here's Sully handling a real request.

 

New emailPortal messageRenewal at 90 daysCarrier noticeCertificate requestAdd a vehicleAdd a driverIssue a certificatePrep a renewalNew submissionCross-sell reviewCancellationRead documentsApplied EpicCarrier portalsOutlookSharePointAsk for approvalEVENTSPROCEDURESTOOLS
Sully asked for approvalWaiting on youApproved

Add a 2024 Ford F-250 to Northwind’s auto policy

Carrier
Travelers
Premium
$84,200$86,040
EditApproveDana approved. Sent to Travelers.
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Measured against your own targets.

Midwest servicing teamBefore Sully
First response to a clientTarget: under 1 hour
0
Missing target
1 hr
Policy changes done the same dayTarget: 90%
0
Missing target
90%
Requests that needed reworkTarget: under 2%
0
Missing target
2%

Enterprise‑grade security

Sully works with your clients’ policies and personal information. This is how we protect it.

SOC 2 certified

Independently audited for SOC 2, with regular third-party penetration testing.

Encrypted in transit and at rest

TLS on every connection and AES-256 for stored documents, email, and records.

No training on your data

Your files and conversations are never used to train any model.

A full audit trail

Every document Sully read, every step he took, and every approval, kept on record.

People approve what matters

You decide which steps need sign-off: by task, dollar amount, carrier, or recipient.

Isolated by design

Each customer’s data is kept completely separate from every other customer’s.

Put Sully on your team.

See Sully run one of your own procedures in a live demo.

Talk to us