The agency,reimagined.
Beyond OS is the AI-native operating system for independent insurance agencies. Quoting, service, renewals and commissions. One system that works while you sell.
Every client.Every policy.One system.
Agencies run on a dozen disconnected tools, sticky notes and late nights. Beyond OS replaces the chaos with one intelligent system. Its agents do the work. You make the call.
Your whole agency.
On one screen.
New 0
Quoting 0
Your review 0
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Agent activity
Illustrative interface · sample data
It listens.
It fills the quote.
As your client talks, Beyond OS captures every detail into the quote sheet, tells you what to ask next, and scrolls your script like a teleprompter. Nothing is sent until you approve it.
Quote sheet · Auto0%
Everything your agency does.
One operating system.
Built module by module inside a real Oklahoma agency, where every feature has to earn its place on a busy Monday.
AI Quote Desk
Intake across personal, commercial and trucking lines. Agents assemble the quote sheet, chase the missing details and line up carriers. You review and send.
Speed to lead
New leads get a compliant text in seconds, routed to the right producer before the competition picks up the phone.
Service inbox
Endorsements, ID cards and change requests read, sorted and drafted for you. Every reply waits for your click.
Retention engine
Renewal radar, win-backs and cross-sell surfaced before the client ever thinks about shopping.
Commission reconciliation
Match carrier statements to bank deposits automatically and sync the books. No more spreadsheet nights.
Producer academy
Licensing prep, practice calls and scripted role-play so new hires ramp in weeks, not months.
Client portal
A secure link for ID cards, documents, certificates and payments. No app store required.
A team of agents.
One approver.
Specialist agents work every lane of the agency at once, and every one of them routes to you.
Agents draft.
You approve.
Every signal, caught.
Calls, texts, emails, web forms and carrier documents flow into one record the moment they arrive.
01Context, not keywords.
AI reads the request, pulls the policy, the drivers and the history, and knows what a good answer needs.
02The work, done.
Quotes assembled, endorsements prepared, replies written, all staged for a licensed human to review.
03One click. Your call.
Nothing binds, sends or changes a policy without your approval. Faster service with E&O discipline built in.
04Six layers between
your clients' data and harm.
Tap a layer to see what it does and what it means for the people whose policies you write.
Compliance & standards
Seven tools.
Seven bills.
$0 a year in separate subscriptions, logins and renewals. All replaced by one Beyond OS subscription.
Estimates from published list prices (agency management, rater, sales & drips, automation, AI phone) and typical third-party pricing for call coaching and licensing courses, Oct 2026. Your numbers will vary.
Go beyond.
We're opening Beyond OS to a small group of independent agencies. Tell us about yours.