Agency AI

• 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 change the lead rotation?" You get 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.

Ask in your own words: "Invite sarah@smithins.com as a producer." "Set our premium goal to 150,000 a month." "Make my screen dark." Agency AI answers with a preview of exactly what will change and waits for your yes. Not sure what to ask? Try "What can you change for me?"

Anyone on the team

• Your own notification settings: a sound on or off, every sound at once, your phone alerts, the weekly recap. Ask "How do I get alerts when I'm in another app?" and it checks the browser you are using and can turn on desktop alerts there, with your yes and one click.
• Your own Notepad, and your own Light or Dark display
• Add a script (a saved reply) the whole agency can use
• Hand one of your leads to a teammate, or archive one

Owners and managers

• The phone assistant: who answers, its hours, the notes it reads before every call, and the carrier claims and billing numbers
• Your public page: the agency name, description, location, phone and website
• The email signature
• Products and carriers, and the intake questions
• The lead rotation: who new leads rotate between, and in what order
• The service rotation: who new service requests go to, pausing someone until the day they are back, skipping a turn, or sending every request to one person

The agency owner

• Invite a teammate, one person at a time, as Sales Team, Service Team or Management. The preview shows the seat it uses.
• Dashboard settings: the monthly premium goal and product goal, which leaderboards show, and the order of the dashboard sections
• Agency preferences: the color scheme, the management system and raters you use, and the Split Credit Zone
• Bookmarks in the top bar

A few things stay on the screen on purpose, and Agency AI points you to the exact spot: removing someone or changing their role, inviting another owner, adding a seat, uploading a logo, connecting Google Business, and turning the phone assistant off. It never deletes anything, and it makes one change at a time.

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 says "saved" only when the change really was saved, and every change it makes is recorded. If something could not be saved, it tells you so and shows you where to do it yourself.

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 or a change is above someone's access, Agency AI says so and names who can do 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 every package. No meters and no per-question charges, just fair use.

• Agency AI works 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 (Solo and The Full Package) talks to *your prospects* and collects quote information. Different job entirely.