Producer Copilot
Pulls the account's full history, current coverage, and industry benchmarks into a one-page brief delivered before the call, with talk tracks tailored to the exposures you're most likely to close.
[ capabilities ]
- —Pre-meeting account briefs
- —Coverage gap and benchmark comparison
- —Cross-sell and round-out prompts
[ core systems & integration architecture ]
Read-only by design. Assembles the brief from the systems of record and delivers it to the producer before the call.
Applied Epic
Native REST APIAccount, policy, and activity history reads
Vertafore AMS360
Native REST APICoverage and premium detail via Orange Partner APIs
Salesforce FSC
Embedded SidecarBrief rendered on the opportunity record
Calendar (M365 / Google)
Event Stream / WebhookUpcoming meetings trigger brief generation
Sync model
Real-time, triggered the morning of the meeting
Standards spoken
Time to connect
Days — no write access required
Enterprise guardrails
- —No customer data used to train models — zero-retention inference only
- —OAuth 2.0 / mTLS against your existing identity provider
- —Field-level audit trail on every value written back
- —Read-only: the copilot never writes to the system of record
[ mcp microservice interface ]
This module ships as an MCP microservice — producer-mcp. It consumes governed tools from the core-system adapters and publishes its own, so your assistant, orchestrator, or another module can call it directly. No credentials ever reach the model runtime, and every write lands in the human gate.
Consumes from core systems
- epic_search_client
- epic_get_policy_schedule
- ams_search_customer
Provides to other agents
brief_me_on_accountreadPre-meeting brief across policies, claims and service history
answer_book_questionreadNatural-language question answering over the producer's book
[ implementation playbook ]
How an agency actually stands Producer Copilot up — read-first, human-gated, and measured from day one.
Setup, in order
- 1
Pick three to five producers for the pilot — ideally a mix of veterans and newer producers.
- 2
Connect the data sources the copilot can research from: your book, public business data, and your carrier appetite guides.
- 3
Build the first three playbooks as saved prompts: pre-call research brief, first-meeting agenda, and follow-up recap.
- 4
Set the rule that every copilot output is a draft the producer owns — it prepares, the producer performs.
- 5
Run a two-week pilot with a daily 15-minute standup on what worked and what hallucinated.
- 6
Roll the refined playbooks out to the whole sales team with a shared library.
Agency use cases
The 10-minute pre-call brief
Before a prospect meeting, the producer gets a one-page brief: the business, its likely exposures based on industry and size, current incumbent if known, and three informed questions to ask.
Pipeline hygiene without the nagging
The copilot drafts follow-up notes after each meeting and stages the next-step task in the AMS — pipeline data stays current because the paperwork writes itself.
Industry vertical ramp
A producer entering a new vertical (say, craft breweries) gets a synthesized brief on the class's exposures, common carriers, and typical coverage gaps — weeks of learning compressed.
The first win to aim for
Producers report pre-call prep dropping from an hour to ten minutes, and pipeline notes actually exist.
Guidance by agency role
Producers
Use the brief to ask better questions, not read a script; verify public facts, add meeting insight, and approve every follow-up staged in the AMS.
Account managers
Share relevant service history and coverage context before key meetings, then turn approved follow-ups into a clean handoff for the service team.
Agency administrators
Curate approved sales playbooks and data sources, review inaccurate outputs with the pilot group, and track preparation time plus CRM-note completion.
[ built for ]
[ where this sits in the vendor market ]
We recommend buying first wherever the market already solves a problem well. Here is what you can buy instead of building this — and where this module earns its place beside what you buy.
Products that already cover this ground
CRM layer for agencies and brokers with a dedicated admin
Buy it when: Agencies with the headcount to run a CRM properly and a clear reason to own relationship data.
Where it falls short: Agencies hoping a CRM will quietly fix data that never made it into the AMS.
General-purpose CRM many agencies adopt for pipeline and nurture
Buy it when: Small agencies that want marketing and sales workflow in one place without a CRM administrator.
Where it falls short: Firms needing policy-level records, commissions, or ACORD structures inside the CRM.