From THE LOBBI — early access for insurance agencies
Your agency already knows the answer. Lobbi Brain remembers where it is.
Lobbi Brain turns every policy, endorsement, carrier email, and claim note your agency has into one organized memory — built for how insurance actually runs.
Founding-customer pricing for the first agencies in. Launch updates only. No spam.
- Every answer points to its source
- Your files, forever
- Runs on your own AI
The problem
The cost of an agency that can't remember
The answer usually exists. It is in a carrier email from renewal season, a PDF no one reopened, or the head of a producer who left.
When the account history is missing, a coverage question becomes an E&O question.
Scattered
Policies, ACORD forms, and endorsements spread across email, drives, and the AMS.
Locked in people
The account context lives with the one producer or CSR who worked it.
Walks out the door
When someone leaves, the book's knowledge leaves with them.
How it works
First it captures. Then it connects. Then it answers.
Capture
Point Lobbi Brain at what you already have — policies, endorsements, ACORD forms, carrier emails, claim notes. It reads and structures them.
Connect
It organizes everything by account, carrier, and policy, wired to how your book actually moves.
Answer
Ask a plain question — "what's the wind deductible on this account?" — and get the answer, with the document it came from.
Why agents switch
What Lobbi Brain gives you back
Every client, one search away
Members, plans, carriers, SOAs, and recorded calls in one place — so you can pull up who's on what plan in seconds, instead of digging through inboxes and spreadsheets.
Get through AEP without burning out
Pull any client's full history in seconds, so you handle more of the AEP rush yourself — without the late nights or letting anything fall through.
Audit-ready for CMS, automatically
Recorded calls, SOAs, and disclosures logged and retained to CMS's 10-year rule. When an audit or complaint lands, it's a two-minute pull — not a lost weekend.
Nothing slips through the cracks
Every client's history and the little carrier details live in one place — so even as a team of one, nothing gets forgotten and you're never running on memory alone.
Built for your agency
Built for the whole agency
Producers
Walk into a renewal knowing the full account history — every prior term, quote, and carrier conversation ready before the meeting.
Account managers & CSRs
Every endorsement, COI, and carrier thread in one recall.
Claims
Policy language and prior claim context, without the dig.
Principals
The book's knowledge stays in the agency, not in someone's head — even when people move on.
What makes it yours
What makes it yours
Your data stays yours.
Lobbi Brain runs on your own AI subscription. We never see your files, and we bill you nothing for the AI that reads them.
You keep your files. Forever.
No lock-in. If you ever stop, everything you built stays exactly where it is, fully usable. Nothing is encrypted or held hostage.
It works next to your AMS.
It is not one more system to replace. It remembers across your management system, your email, and your drives.
Answers with receipts.
Every answer points to the source document it came from — the record you need when a coverage question gets serious.
Be one of the first agencies we build
We are building Lobbi Brain with a small group of founding agencies. Founding customers shape the direction and lock early pricing before launch.
FAQ