Scout InsurTech Interview with Agency Automation

Agency Automation is an AI startup focused on transforming how insurance companies manage customer service and sales interactions. By leveraging conversational AI to handle routine client calls, policy inquiries, and onboarding, the company aims to make customer engagement faster, more efficient, and more consistent across the insurance industry. Chris Luiz sat down with Co-Founder Keegan O’Grady to learn how Agency Automation is redefining service automation in life insurance and beyond.

Who are your clients?

Our goal is to serve insurance companies by automating their customer-service processes. Right now, we are focused on the property and casualty market, where much of the customer-service work is repetitive and time-consuming. Over time, we plan to expand into other insurance segments and eventually into broader customer-service applications across different industries.

What does your product do?

Agency Automation’s platform uses conversational AI to handle customer service and sales interactions. Think of it as an AI assistant that joins a Zoom call, gives presentations, and answers client questions about life-insurance policies in real time. It allows companies to automate common service and sales tasks while maintaining consistent, high-quality interactions.

How much capital have you raised?

We are currently bootstrapped and still in the early stages, so we have not raised outside capital yet.

Was the company born from within or outside the industry?

Within. Our founding team has direct experience in insurance operations and customer-service workflows, so we are building from inside the problem we are trying to solve.

What growth metrics have you accomplished over the last 12 months?

Our biggest achievements this year have been completing a functional demo of our AI bot. Building a presentable product validates the direction we are heading and shows clear progress for an early-stage company.

Within your domain, what is the current challenge that the industry is facing?

The biggest challenge is trust, both from carriers and customers, in AI-driven interactions. Many people still prefer speaking with a human representative and are unsure about relying on bots for sensitive information.

How does Agency Automation take a unique approach to providing value?

We are addressing that trust gap head-on by focusing on education and transparency. We help insurers understand how automation improves cost efficiency, service consistency, and customer satisfaction, while acknowledging that AI is still new territory. Our approach is to build confidence gradually through measurable results and clear communication of the bot’s benefits and limitations.

What inspired you to start this company?

We saw a real gap in the market and an opportunity to apply AI where it could make a tangible impact. The rise of automation presented the right moment to act, and as a team of entrepreneurial thinkers, we were eager to build something that solved a real-world problem. Founding Agency Automation allowed us to merge our passion for innovation with our understanding of the insurance industry.

Can you share any goals for the next 12 months?

Our main goals are to expand the pilot program, add new client partners, and continue improving our AI bot’s performance. We are also developing structured sales and marketing programs to support that growth and move toward our first revenue milestones within the year.

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