InsurGPTAgentic insurance platform
AI Platform
Answers carrier and state eligibility questions from internal documents, then acts on them —
issuing policies, endorsements and cancellations inside the EPIC CRM, and generating
Certificates of Insurance and ID cards through 80+ SOAP tool calls.
Writes aren’t blind. Each tool enforces its own constraints, and a separate validation
agent checks every proposed action before it commits — so a wrong retrieval doesn’t
become an issued document. A data team spot-checks output in production on top of that.
Each service rep went from managing two producers to ten, absorbing the team’s
growth without an additional service hire — roughly $5,000 a month in avoided headcount.
LangGraphDjangoEPIC SDKPostgreSQLSupabase
Insurance Routing ModuleLead routing at consumer scale
Backend · Scale
Backend services for the insurance routing module embedded directly in the Trucker Path and
Truck Loads apps, moving insurance leads out of the consumer products and into the sales
pipeline.
Runs in production behind a product surface with more than a million users.
Spring BootPostgreSQLREST APIs
Power Dialer & Outbound Voice AgentVoice AI inside Trak
Voice AI
Built into Trak, the sales platform producers
work in: a RingCentral-integrated dialer with live call transcription and automatic
voicemail drops on no-answer, plus an outbound voice agent that warm-transfers qualified
leads to a producer.
Producer call volume rose from about 10 to 50 dials a day, and the lead-to-bind
ratio improved by 20%.
TrakRingCentralAssemblyAIElevenLabs
COI, Billing & Endorsement Bots
Mailbox automations that close service requests end to end; ~80% throughput gain.
n8n · OpenAI · Power Automate
HR Ticketing System
One AI queue routing employee requests across all three Moatable companies.
n8n · OpenAI · Supabase