The operating system for modern insurance agencies.
Anchor Core AI automates the manual, easy-to-drop work that quietly costs agencies cases and renewals — so your agents sell and your agency runs itself.
Great agencies lose money to manual work.
Stalled cases nobody followed up on. Renewals that lapsed. Leads that sat in an inbox. Agents waiting on answers. None of it is a people problem — it's an operations problem. Anchor Core AI is the system that closes those gaps automatically.
18 features. Switch on what you need.
A full toolkit around an always-on AI desk — every agency turns on exactly what it uses. Here are a few of the highlights.
AI Product Desk
Every agent gets an AI assistant trained on products, carriers, underwriting and rollovers — accurate answers in seconds, not callbacks.
Case Stall Alerts
Cases that stop moving are flagged automatically and the agent is emailed — so deals stop dying quietly in the pipeline.
Lapse & Renewal Alerts
Upcoming renewals surface weeks ahead and the right agent is notified — protecting persistency and recurring revenue.
Smart Lead Distribution
Inbound leads route to the right licensed agent, balanced by workload — individually or the whole inbox in one click.
Calendar Scheduling
Agents connect the calendar they already use. Appointments sync in, with reminders and new-booking alerts handled automatically.
Agent Onboarding
New agents get a branded welcome with login and next steps the moment they're added — zero manual setup.
Instant Quotes
Client-ready quotes in English or Spanish, printed or emailed in seconds, filtered to each agent's carriers and states.
Oversight & ROI
Admins and owners see pipeline value, recovered cases and per-agent activity across the whole agency in real time.
Three roles, one system.
Full oversight
- Agency-wide pipeline & ROI
- Lead distribution & agent management
- Drop into any agent's desk
Run the day-to-day
- The same toolset as admins
- Cases, renewals & leads
- Permission-controlled access
Sell, supported
- AI desk & instant quotes
- Pending cases & renewals
- Assigned leads & scheduling
Priced by agency size — never by features.
No packages. Switch on any of the 18 features your agency needs; the only thing that sets your price is the size of your roster. Fixed tiers, no negotiation.
Founder-led. Built on faith and discipline.
Anchor Core AI is led directly by its founder — a retired U.S. Coast Guard veteran who holds every engagement to a military standard. No layers, no hand-offs. A partner fully invested in your agency's outcome.
See it running on your agency's workflow.
Book a 20-minute demo and we'll walk you through the platform — live, with your use case in mind.
Book a Demo