I’m ready to deploy an AI-driven agent that will take the heavy lifting out of our day-to-day brokerage workflow. The solution needs to plug smoothly into our Email, CRM software, insurance policy-management platform, as well as our public-facing website and other lead sources so it can act on real data the moment it appears. Core capabilities I need built and finely tuned: • Lead generation and qualification – capture prospects from every digital touchpoint, enrich them inside the CRM, and push real-time alerts to the sales team. • Quote intake and generation – pull risk data, pre-fill carrier forms, and return bindable quotes without manual re-keying. • Email management – draft, send, and file messages while maintaining conversation history for both clients and internal staff. • Policy renewal analysis & recommendations – surface upcoming renewals, compare market alternatives, and flag savings or coverage gaps. • Client service requests – track endorsements, certificates, and coverage changes, then route tasks to the right teammate or complete them automatically. Interaction scope covers client-facing conversations, back-office collaboration with our internal team, automated notifications, plus smart prompts for our brokers so nothing slips through the cracks. Acceptance criteria 1. Seamless two-way API connections to the stated platforms with no data loss. 2. Demonstrable workflows for each core capability running end-to-end in a staging environment. 3. Clear documentation (architecture, setup, and user guides) that my team can follow without outside help. If you’ve previously orchestrated insurance or finance-sector automations using NLP, RPA, or tools such as Dialogflow, LangChain, or custom Python/Java microservices, I’d like to see live examples. Let’s modernise our brokerage together.