AI agents built for every role in your agency.
TeamFlow is an upcoming AI agent management platform from Insure Automation Solutions. Custom agents connected to your HubSpot environment and AMS data, purpose-built to help agency owners, producers, account managers, and CSRs work at a higher level.
Connected to the data that runs your agency.
TeamFlow agents aren't trained on generic insurance knowledge. They're connected to your specific HubSpot environment and AMS data, so every answer is grounded in what's actually true for your agency, your clients, and your book.
HubSpot integration
Each agent has read access to the contacts, deals, tickets, and activity in your HubSpot CRM. They understand your pipeline stages, your team structure, and your open items.
AMS data via PowerSync
Policy records, coverage types, effective and expiration dates, and premium data flow from your AMS into the agent's context via PowerSync. The agent knows your book.
Role-scoped access
Each agent sees only what its role should see. A producer agent doesn't have access to financials meant for the owner. A CSR agent doesn't see pipeline data meant for producers.
Be among the first agencies on TeamFlow.
TeamFlow is in development. If you're already running on Insure AMS, you'll have first access when it launches. Book a working session to learn where it's headed and how it fits your agency.
Book a working session