Annual Statement Agent
Generates and distributes annual statements per insured on the contract date — continuously, in your systems, in your tone.
Annual Statement Agent
Generates and distributes annual statements per insured on the contract date — every year, on time, without manual production.
Ops & Reporting
The problem
What this agent takes off your plate
In insurance, generates and distributes annual statements per insured on the contract date — every year, on time, without manual production — but doing it manually does not scale. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
- Generates and distributes annual statements per insured on the contract date
- without manual production.
- Annual Statement handled automatically against your rules
- Client Comms handled automatically against your rules
How it works
End-to-end workflow
Annual Statement connects to Annual Statement, Client Comms, Shopify and your ops & reporting stack. It reads your rules, brand voice and live data — then generates and distributes annual statements per insured on the contract date — every year, on time, without manual production. Exceptions land with your team; everything else runs without another dashboard to check.
Why this agent
Generates and distributes annual statements per insured on the contract date — every year, on time, without manual production.
Outcomes
- Annual Statement runs without manual handoffs
- Insurers and brokers spends less time on repeat work
- Consistent output every time — not when someone gets to it
- Full trace in your existing systems
Connects to
Writes back
Turn tangled operations into clean, owned automation.
187N reads your tickets, orders and brand rules — then runs the work across every department and writes back to the tools you already use. Your team keeps the exceptions; the agents take the rest.
