AI relationship manager for insurance brokerages

Run your book like you've got a full team.

Nia works your entire book of business — flagging renewals before they lapse, growing the share of clients you can actually reach, and drafting outreach you approve before it sends. Works with the AMS you already have.

AMS-agnostic · Producer-in-control · Your data stays yours.
Nia
Supervised
Reachable75%
Book premium$19k
Renewals4
Awaiting you4
NP
Nina PatelHome renews in 7 days
Suggest
LO
Linda OkaforRenters renews in 9 days
Suggest
JC
James ChenAuto renews in 26 days
Suggest
Bring your book from any AMS
Applied EpicAMS360EZLynxHawkSoftNowCertsCSV import

Your book, worked end to end

From import to outreach — Nia does the legwork, you stay in control.

Step 1

Connect your book

Import from your AMS or a CSV. Nia builds a living view of every client, policy, and renewal date — no migration, no rip-and-replace.

Step 2

Nia spots what needs you

Renewals about to lapse, clients you've lost touch with, gaps in coverage and consent — surfaced and prioritized every morning.

Step 3

You approve, Nia sends

Nia drafts the email or text in your voice. You edit and send — or set guardrails and let it handle the routine. Every touch is logged.

Everything an agency needs to keep — and grow — its book

Protect every renewal

Nia watches renewal dates across your whole book and nudges you — or the client — before anything lapses. Stop losing business to silence.

Grow your reachable book

Most agencies can only reach a fraction of their clients. Nia closes consent and contact-info gaps so more of your book is actually reachable — compliantly.

Outreach, you stay in control

Drafts in your voice, sent on your say-so. Set the guardrails; Nia does the typing. Nothing goes out without a producer behind it.

Built for how insurance actually works

Nia is designed for a regulated business — consent, audit trails, and your ownership of the data are built in, not bolted on.

AMS-agnostic — keep your system of record; Nia layers on top.
Consent-aware outreach — do-not-contact and opt-outs are respected automatically.
Auditable — every draft, edit, and send is logged for E&O peace of mind.
Your data stays yours — export or delete it anytime.

Stop letting renewals slip.

Bring Nia to your book and run it like you've got a full team behind you.

Niabeta
AI relationship manager for insurance brokerages© 2026 Nia