Customize Agents

Each agent has settings you can adjust to match your agency's workflow and preferences.

Agent Settings Overview

All agent settings live at Settings > Agents > [Agent Name].

Common Settings (All Agents)

| Setting | Options | Effect | |---------|---------|--------| | Enabled | On/Off | Activate/deactivate agent | | Action Level | Notify / Approve / Auto | How agent handles decisions | | Approval Required | Yes/No | Force approval before sending | | Daily Limit | 5/10/25/Unlimited | Max tasks per day | | Quiet Hours | On/Off + time | Don't send between 6pm–9am |

Renewal Agent Specific

| Setting | Default | Tuning | |---------|---------|--------| | Shop Days Before | 60 | Earlier (90) or later (45) | | Proposal Template | Default | Use custom template | | Auto-Send to Client | No | Yes if high confidence | | Retry Failed Carriers | Yes | Retry or skip timed-out carriers |

Quoting Agent Specific

| Setting | Default | Effect | |---------|---------|--------| | Weighting | Premium 40% / Fit 35% / Win Prob 25% | Adjust ranking criteria | | Min Win Probability | 0% | Hide low-probability quotes | | Price Filter | No | Hide quotes above $X | | Hide Declines | No | Show/hide carrier declines |

Client Service Agent Specific

| Setting | Default | Options | |---------|---------|---------| | Auto-Generate COI | Yes | Yes/No | | Auto-Send COI | Yes | Yes/No to get approval first | | Multi-Policy Alert | Yes | Alert if 2+ policies needed | | Response Template | Default | Custom email template |

Workflow Examples

Use Case 1: Conservative Approach

You want full control; agents suggest, you approve.

Settings:

• All agents: Action Level = Approve
• Renewal Agent: Auto-Send = Off
• Client Service Agent: Auto-Send COI = Off

Result: Agent prepares everything (quotes, proposals, COI), sends you for review. You approve before anything goes to client.

Use Case 2: High-Volume Automation

You trust the system; minimal oversight needed.

Settings:

• Renewal Agent: Action Level = Auto, Auto-Send = On
• Client Service Agent: Auto-Send COI = On
• All: Quiet Hours = On (no 6pm–9am sends)

Result: Agent handles renewals, COI requests, proposals end-to-end. You get notification only. You review outcomes in daily digest.

Use Case 3: Selective Automation

You automate some tasks, approve others.

Settings:

• Renewal Agent: Action Level = Approve (you review before sending proposal)
• Quoting Agent: Min Win Probability = 70% (only show confident quotes)
• Client Service Agent: Auto-Send COI = On (COI is routine)

Result: Routine work (COI) is automated. High-stakes work (renewals, complex quotes) requires approval.

Fine-Tuning Examples

Scenario 1: Renewals Too Early

Your clients complain about renewal notices 60 days out.

Fix: Go to Renewal Agent, change Shop Days Before from 60 → 45

Result: Agent shops 45 days before expiration instead.

Scenario 2: Agent Ranking Doesn't Match Your Preference

Agent always ranks cheapest carrier, but you prefer customer service.

Fix: Go to Quoting Agent, adjust Weighting:

• Before: Premium 40%, Fit 35%, Win Prob 25%
• After: Premium 20%, Fit 50%, Win Prob 30%

Result: Agent prioritizes fit (coverage + carrier reputation) over pure price.

Scenario 3: COI Requests Overwhelming Your Email

Agent auto-sends COI to every request, but some need your review.

Fix: Go to Client Service Agent:

• Keep Auto-Send = On
• But add Alert for Complex = On

Result: Routine COI auto-sends. Multi-policy or special requests alert you first.

Testing Agent Changes

Before rolling out agent changes to your whole team:

1. Go to Settings > Agents > [Agent Name]
2. Scroll to Test Agent
3. Choose a past scenario (e.g., a renewal that already happened)
4. Run agent with new settings; see what it would have done
5. Approve or adjust settings
6. Save

This lets you validate changes without affecting production.

Reverting Changes

All agent settings have Reset to Default option:

1. Go to [Agent Name]
2. Click Reset to Default
3. Confirms before reverting

You can always revert if you try something and don't like it.

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Next: Monitor Agent Health and review Agent Logs.