Public guideAI & Automation

Agency AI

Ask questions about your own book in plain English and get answers grounded in your live agency data.

Agency AI is your team's built-in assistant — ask it about your own book, in plain English, and get answers grounded in your agency's live OfficeHubb data. Part of The Full Package.

What you can ask

  • Your numbers — "How much premium have we written this month?" "How did each producer do last month?" "What's my commission so far?"
  • Your pipeline — "How does my pipeline look right now?" "What follow-ups are due today?" "Where are my leads coming from?"
  • How OfficeHubb works — "Where do I set up renewal reminders?" — with real click paths and links that take you straight there.
  • Insurance itself — "HO-3 vs HO-5 — what do I tell a client?" General guidance to sharpen your answer, not a coverage determination.

Answers you can trust

Dollar figures and counts in Agency AI answers are pulled directly from your data, not generated — they appear as verified-figure chips under the answer so you can see exactly where each number came from. Financial answers carry a reminder that they're your live figures, not tax or financial advice.

Agency AI is read-only by design. It answers and points; it never changes data or sends anything.

Everyone gets their view

Answers respect roles automatically. Owners and managers can ask about the whole agency — every producer, every board. Sales and service staff get their own book, their own commission, and the boards shared with them. If a question is above someone's access, Agency AI says so instead of guessing.

Where to find it

  • Agency AI in the sidebar — the full-page experience.
  • The ✦ tab in the chat panel, and the sparkle button in the top bar, for quick questions mid-task.
  • The Agency AI tab in the mobile app, for answers from anywhere.

It's included with The Full Package — no meters, no per-question charges, just fair use.

Agency AI vs. everything else

  • Agency AI answers from *your agency's data* — for your team.
  • Support chat helps with OfficeHubb itself — how-tos and account questions, with a human available.
  • The landing-page AI talks to *your prospects* and collects quote information. Different job entirely.