Stop Rekeying. Start Quoting.
OpSpring.ai's carrier portal automation lets an independent P&C agency enter a client's data once and quote every carrier portal at the same time. Your agent uploads ACORD forms, dec pages or driver lists, reviews what the AI extracted, and approves. The AI then fills each carrier portal and your agent compares the results. It works alongside your agency management system, including HawkSoft, Applied Epic and EZLynx, so you keep the system you already use.
Keep your AMS. Keep your carriers. Keep your workflow. We take the retyping out of quoting and keep a field-level record of what your agent reviewed and approved.
By Trey Yadon, Founder, OpSpring.ai. Updated .
Your Agents Are Typing the Same Data Into Every Carrier's Website
A multi-carrier commercial quote means typing the same client into one portal after another. A farm account can carry 100 or more vehicles, drivers and pieces of equipment, and that schedule gets rekeyed into each portal.
of agents named rekeying risk data into multiple carrier portals their top pain point (Ivans and Applied, 2026)
of agents said submitting one commercial risk to one carrier took more than 30 minutes (Ivans, 2023)
asks for the same client in its own way, on its own form
can sit on one farm schedule, rekeyed into every portal
Four Steps. One Submission. Every Carrier.
Per multi-carrier quote
Built for Independent P&C Agencies
Personal Lines
Your rater handles some carriers. We fill every portal it doesn't, all simultaneously.
Commercial Lines
Long applications, typed again into each carrier's portal. We fill the portals your quoting platform doesn't reach.
Farm & Ranch
100+ vehicles, equipment, livestock. Large farm schedules are a case we design for: read once, checked once, reused for each carrier.
Mixed Books
Personal, commercial, and specialty in a single platform, without replacing your AMS.
AI-Powered. Not Screen Scraping.
Screen scraping records exact clicks. When a carrier changes its screens, the script breaks until someone fixes it. Our AI browser agents read a portal's fields instead, so they cope better with layout changes. When a carrier changes what its portal asks for, we update the automation.
AI-Prepared. Agent-Verified. Every Field. Every Time.
Rekeying by hand leaves little record of who entered what. If an E&O claim hits, you're defending with “I remember entering it correctly.” Every submission through OpSpring generates a complete, field-level compliance audit trail.
High confidence: name, address from structured export
→ Approve with a glance
Needs verification: VIN parsed from a scan
→ Agent confirms or corrects
Low confidence: missing data or conflicting sources
→ Agent must manually enter
The NAIC AI model bulletin, adopted by many states, asks insurers for human oversight, transparency and documented review of AI use. Every submission here has an agent review and a record of it.
The Math Is Simple
one multi-carrier quote takes your team today
the agent review time that stays
multi-carrier quotes per month
hours a month you could get back
loaded hourly cost of an agent
what that time is worth to you
Every hour your agents spend rekeying data into carrier portals is an hour they're not writing policies, serving clients, or growing your book. The aim is to give those hours back.
Live in Weeks, Not Months
We start with your highest-volume carriers, typically 3-5, and add more as we validate each one.
Kickoff
We collect your AMS exports, carrier list, and portal credentials. 30-minute team walkthrough.
Build & Test
Configure AI automation for your top 3-5 carriers using your real client data.
Go Live
First wave of carrier automation live, with agent review on every submission.
Expand
Add more carriers, additional modules, ongoing optimization. We don't disappear after setup.
Your Data Stays Yours
Encrypted Everything
TLS 1.3 in transit, AES-256 at rest. Carrier credentials stored in an isolated vault, never exposed to AI models or logs.
Process, Don't Store
We process your data for submission, we don't warehouse it. Source documents retained per your retention policy, then deleted.
No AI Training
Your client data is never used to train AI models. Closed-loop API processing in a secure environment. Your data stays yours.
Compliance-Ready
Agent review on every submission and a field-level record of each approval, ready to share when a carrier or regulator asks how AI is used in your quoting.
The Industry Is Moving. Are You?
in commissions at risk from AI disintermediation
Bank of America, March 2026
of agencies very likely to increase AI use in 2026
Big "I" ACT 2026 Tech Trends Report
of agencies have AI embedded in daily workflows
Big "I" ACT 2026 Tech Trends Report
of agencies have no AI policy
Big "I" ACT 2026 Tech Trends Report
Let AI handle the repetitive volume and keep your people on the judgment calls. That is how we build it.
Works alongside the system you already use
Quote from Applied Epic
Start from what Epic already holds: a client export, or the ACORD forms and dec pages on the account. Your agent uploads it and approves the extracted fields, the AI fills each carrier portal, and the quotes come back side by side. You record the result in Epic the way you do today.
ProducerHQ with Applied EpicQuote from EZLynx
Use an EZLynx export or the documents already on the account. Your agent approves the data once, and the AI fills the carrier portals you quote in. EZLynx stays your system of record; nothing is written into it.
ProducerHQ with EZLynxQuote from HawkSoft
It works alongside HawkSoft the same way, from an export or the documents on file. Because ProducerHQ already has a live HawkSoft sync, a custom build can connect its workflows to that sync instead of starting from an export.
ProducerHQ and HawkSoftCommon Questions
The AI browser agents read a portal's fields instead of replaying fixed clicks, so they cope better with layout changes than recorded scripts do. When a carrier changes what its portal asks for, or rebuilds it, our team updates the automation, and that is included in your subscription.
Yes. It works alongside Applied Epic, EZLynx, HawkSoft and others, starting from the exports and documents your team already generates: PDFs, CSVs, reports. It is a custom build, not a packaged AMS integration. Where your AMS offers an API, we scope a connection to it during setup.
It flags it. Your agent sees exactly what needs attention before anything submits. Low-confidence fields go to your agent instead of being filled in, so your agent handles the exceptions rather than the repetitive entry.
Encrypted in transit and at rest, processed in a secure cloud environment and never used for AI training. Source documents are kept only as long as your retention policy says, then deleted. Carrier credentials are stored encrypted and never shown to the AI.
It depends on the carrier. Some agency terms of use bar robots and crawlers, or say only the person a login was issued to may use it. Read each carrier's agency agreement before any portal is automated, and ask your carrier rep if it is unclear. Where a carrier offers an API or a rater connection, that is the cleaner route.
Three things. Security: our system runs in a closed-loop secure environment, not public servers. Accuracy: built for insurance forms, with a confidence score on every extracted field and low-confidence fields sent to your agent instead of guessed. Compliance: we generate audit logs, timestamp reviews, and document approvals.
It's simpler than their current process. Upload documents, review pre-filled forms, approve. If they can attach a file to an email, they can use this. The agents who benefit most are the ones doing the most manual entry today.
Commercial is where the rekeying is heaviest: long applications, typed again into each carrier's portal. Commercial quoting platforms cover part of small commercial. We fill the portals they don't reach, with your agent approving the data first.
Farm accounts are a case we design for: vehicle schedules that can run past 100 units, equipment lists, livestock, and a mix of personal, commercial and agricultural coverages. The schedule is read once, checked by your agent, and reused for each carrier.
Every Week You Wait Is Another Week of Manual Work Your Team Doesn't Need to Do
See what AI carrier portal automation looks like for your agency. We'll walk through your specific carriers and your workflow, and estimate with you how much time your team could get back.
30-minute call. No commitment. We'll show you the product working on real carrier portals.