Company Overview

What inspired you to start this company?

Ai.Gent was born from first-hand experience with how hard it is for insurance agents to run a data-driven business. Critical portfolio data sits across multiple carrier portals and spreadsheets; teams spend hours reconciling files instead of serving clients or growing revenue. We set out to change that.

Ai.Gent unifies policy, premium, and commission data from multiple insurers into one live source of truth, then layers analytics that surface what matters now who to call, where revenue is leaking, and which clients are underinsured. In short: we move agents from working in the data to working on the business, with clear, actionable insight.

Product & Innovation

What is your main product or service?

Ai.Gent is a cloud platform for insurance intermediaries—an end-to-end portfolio management system that consolidates data, BI, and growth tools in one place. It automatically ingests policies, premiums, commissions, and client data from carrier systems and presents a real-time, holistic view of the book. On top, it delivers built-in BI: profitability, retention, portfolio mix, cohort trends, and alerts for anomalies or changes that need action.

How does your product differentiate from existing solutions?

Most tools solve one slice, imports, dashboards, or tasking. Ai.Gent combines them. We’re both the aggregation engine and the intelligence layer: beyond reporting, the platform acts like a virtual analyst, flagging upsell/cross-sell, high-value or at-risk clients, missed commissions, and operational gaps. We’re purpose-built for independent agents and small-to-mid brokerages, so the workflows fit the day-to-day reality of agencies.

Unique features or innovations

• Multi-source data ingestion: Automated, recurring collection from major carriers into one live dashboard—no more manual downloads.
• Insurance-native BI: Out-of-the-box KPIs for commissions, premiums, client/agent value, and delta vs. direct revenue, plus cohort and trend views.
• Proactive ops & revenue alerts: Lapses, cancellations, commission changes, and missed payments trigger tasks so teams fix issues before they become losses.
• Action guidance: Opportunity lists that prioritize whom to contact today and why (retention risk, coverage gaps, wallet-share opportunities).
• Smart Insights (new): AI-driven recommendations and anomaly detection that learn from outcomes surfacing underpaid/expired commissions, policy lifecycle events, and client-specific upsell/cross-sell plays, ranked by expected business impact.
• Multi-layer hierarchy & roll-up analytics with granular permissions: Analyze and report at client/policy, agent, team, branch, sub-agency, and holding-company levels. Drill down or roll up to “executive view,” with role-based access controls (RBAC), scoped dashboards, and audit trails purpose-built for large organizations and aggregator structures with secondary hierarchies.

Market & Problem-Solving

What specific problem are you addressing?

The “efficiency gap” in agencies: fragmented data and manual reconciliation hide risk and opportunities. Ai.Gent eliminates the fragmentation and surfaces the next best actions so agencies can sell more, retain better, and run tighter operations.

Who are your target customers, and how do you reach them?

Independent agents, brokers, and small-to-mid brokerage houses (including networks/aggregators). We go to market via:

• Partnerships with agency groups and CRMs,
• Industry events and targeted digital campaigns,
• Founder-led relationships across carriers and large brokerages, amplified by customer success stories.

What is the market potential?

Insurance distribution is a massive, tech-modernizing segment. We focus on the rapidly digitizing broker/agency layer, an obtainable multi-billion-dollar opportunity globally. Even low single-digit penetration yields substantial ARR potential for a focused insurtech like Ai.Gent.

Business Challenges & Solutions

What challenges have you faced in the insurance industry?

1. Heterogeneous carrier systems: Each portal and format is different. We built a resilient ingestion framework to semi-automate secure retrieval and normalization.
2. Change management: Teams busy with day-to-day work can be hesitant to switch. We addressed this through white-glove onboarding, pilot programs, measurable wins (hours saved, recovered commissions, higher retention), and fast product iteration.

How did you overcome them?

• Technical depth: A robust ingestion & normalization layer that adapts as portals change.
• Domain credibility: A founding team with deep carrier/agency experience to build trust and navigate data access.
• Proof, not promises: Pilots that quantified value and turned champions into references.
• Capital efficiency: Seed funding to scale integrations, CS, and reliability despite long B2B sales cycles.

Current Status & Future Plans

What is the current status of your company?

We launched our MVP in mid-2024 in Israel and converted pilots into paying customers by late 2024. We’re now in commercial growth with agencies using Ai.Gent daily ranging from independent brokers to mid-sized houses and early aggregator relationships. We’ve lately secured seed funding and are expanding product, integrations, and customer success.

Key milestones for the next 12 months

• Enterprise module: Support complex org structures (multi-branch, sub-agents) and additional data streams (e.g., investment/retirement funds, CRM).
• Geographic expansion: Enter select European and North American markets alongside local partners.
• Scale responsibly: Double customer base while maintaining strong NPS via proactive CS and reliability investments.

Upcoming launches or major updates

• AI analytics upgrades: Predictive churn, personalized recommendations, and richer opportunity pipelines.
• Deeper integrations: Embedded workflows with leading insurance CRMs.
• Mobile-optimized experience: On-the-go insight and faster, more automated data collection.

Team & Culture

Who are the founders and what are their backgrounds?

• May Rosenberg, CEO & Co-Founder – Entrepreneur and attorney (commercial/privacy). Leads strategy, go-to-market, and governance; blends agile execution with disciplined operations.
• Itay Nagar, CTO & Co-Founder – 20+ years in software/R&D leadership. Architects Ai.Gent’s platform and drives high-velocity, high-quality delivery.
• Maoz Israel, Lead Investor & Co-Founder – ~30 years in insurance (ex-carrier executive; agency group founder/partner). Brings domain depth and market relationships.

How does your team’s expertise contribute to success?

We combine startup agility with real insurance operating know-how. Decisions are grounded in data and field reality, enabling fast iteration on features that actually move the needle for agencies. The result: a culture of technical excellence, customer empathy, and measurable outcomes.

Funding & Investment

Have you secured funding to date?

AI.GENT was founder-funded from day one (₪4.5M insider capital) and recently closed a seed round led by industry experts and experienced angels. Total of $2.5M invested to date. The capital accelerated the process of product transformation, integrations, and customer success.

Are you currently seeking additional investment?

Yes. We plan a next round in the coming 6–12 months to support expansion (new geographies, CRM partnerships), advanced AI features, and scaling CS/reliability. We’re looking for partners who share our vision for empowering insurance distribution with data and AI.

Industry Insights & Trends

Biggest trends in insurtech

• From static reports to real-time decisions: Agencies expect live data and proactive guidance.
• Operational digitization: Manual, paper-heavy workflows are being automated across lines.
• Applied AI: Predictive retention, opportunity scoring, and automated follow-ups are moving from pilots to production.
• Customer-grade UX expectations: Agents must match direct carriers’ digital experience.

The next 5 years

Distribution will be more tech-enabled and integrated with carriers and platforms. Routine tasks will be automated; human advisors will focus on trust, advice, and complex cases, powered by software that tells them what to do next. The winners will be agencies that embrace data and AI. We’re building Ai.Gent to be their daily operating system.

Unique Selling Proposition

One thing to remember about Ai.Gent

All your revenue data, one platform, actionable outcomes.
Ai.Gent turns fragmented carrier data into clear next steps that grow revenue and improve retention—like having a dedicated business analyst for every agent, every day.