Every channel, every moment.
Submissions, servicing, renewals — the Crux Agent meets your insureds where they already are. Watch it run real workflows across SMS, email, and voice.
Certificate request, over text.
An insured needs a COI for a GC walkthrough. The agent pulls the holder requirements, generates the ACORD 25, and delivers it — all without leaving the thread.
Renewal, with a recommendation.
Sixty days out, the agent emails the insured with a coverage review, a recommended policy, and the carrier comparison — ready to approve or ask questions.
Your GL renewal is up — here’s what we recommend
Hi Jordan,
Your General Liability policy with Travelers renews Dec 1. As part of your renewal review I shopped the market — stronger terms came back from Chubb. Here’s the side-by-side:
Want me to bind the Chubb policy on renewal? Or hit reply with a question — I can walk through any piece of it.
— Crux Agent, for Ortiz Brokerage
Payment, over the phone.
A cancellation-pending insured calls in to pay. The agent verifies identity, pulls the invoice, captures payment, and posts it to the AMS — in one call.
Want one of these for your brokerage?
Tell us the moment that matters most. We’ll scope a branded agent to carry it.