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The insurance back-office, run by AI agents.

FinLead AI deploys AI agents that handle complex tasks for insurers, brokers, agencies, MGAs and more with intelligence, speed and accuracy.We don't sell seats. We own the outcome.

Ask the assistant
Backed byEntrepreneur FirstTranspose Platform
FinLead Console: Commission Reconciliation Agent active
Carrier / StatementExpectedReconciledStatus
Northgate General · Apr'26$124,000$124,000matched
Meridian Life · Apr'26$58,020$56,790flagged
Atlas Health · Apr'26$71,394$71,394matched
Crestpoint Specialty · Apr'26$33,749-processing
2 matched·1 flagged·1 processingFinLead agent · auto-reconciling in real time

Built for the realities of global insurers: global tech, powered by intelligent AI

78,000+ policies processed monthly ·10+ brokers & more·Tax & compliance aware·Full audit trail, incl. AI audits

The agent layer

Three suites of agents, one autonomous back-office.

Finance Ops

Agents that close the books.

Commission Reconciliation

Match statements across carriers, flag tax and rate mismatches, and reconcile to the last dollar - no analyst, no spreadsheet.

Statement & Policy Extraction

Turn unstructured carrier PDFs and portals into clean, queryable data: premiums, slabs, clawbacks, effective dates.

Payout Calculation

Compute payouts against your rules and cycles, with a defensible, fully auditable trail.

Producers & Distribution

Agents that run your producer network.

Agent Onboarding

Onboard producers end-to-end - verification, licensing checks, and activation with no manual chase.

Agent Analysis

Track producer performance, persistency, and productivity across the entire book in real time.

Agent Intelligence

Surface who to coach, who to reward, and where the next premium will come from.

Intelligence

Agents that protect profitability.

Leakage Analysis

Detect leakage across commissions, payouts, and claims before it compounds into lost margin.

Profitability Guardrails

Agents that watch margin, not vanity metrics - every payout measured against profit.

Corrective Insight

Recommend concrete changes to rates, rules, and controls to recover and protect margin.

Another agent at work

Onboarding producers, end to end.

FinLead Console: Agent Onboarding Agent active
ProducerStageStepStatus
Agent 1Activation5/5activated
Agent 2State licence verification2/5flagged
Agent 3Producer exam status3/5verifying
Agent 4Agreement e-sign4/5cleared
1 activated·1 flagged·2 verifyingFinLead agent · onboarding producers in real time

FinLead AI Assistant.

Ask anything about FinLead AI! What we build, who we serve, and how our agents work. It answers questions about FinLead AI, and nothing else.

Ask me anything about FinLead AI, or tap a question below.

BPO economics

Priced to the work displaced, not seats sold.

SaaS margins

Agents scale without scaling headcount.

We own the outcome

Reconciled books, not a dashboard to babysit.

FinLead's AI Agents operate like trained employees rather than software you have to run. Connected with a single hook, they work directly inside any system you already use! Internal or third-party with no migration, no rebuild, and a complete audit trail.

For InsurTech platforms

Offer FinLead's agents inside your own product.

Already have a platform serving insurers, brokers or MGAs? Embed FinLead's AI agents as a native capability and cross-sell autonomous back-office operations to your customers.

Hand your back-office to FinLead's AI agents.

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