CLIENT RELATIONSHIPS
Prospecting and outreach
Find and research businesses, draft first-touch outreach and turn qualified prospects into accounts. Carry the business context into intake so the next conversation starts with what you’ve learned.
01 / THE AOS ONE PLATFORM · BETA
One workspace.
AI built into the work.
AOS ONE combines the records your agency depends on with AI that can work with them. Hope helps your team turn a request into prepared work, an updated account or a clear next step across the client lifecycle.
02 / AGENCY WORKFLOWS
Find the agency work you need to move forward.
Start with the task: prospecting, document intake, applications, quotes, service or accounting. AOS ONE uses the account information and permissions available to your team to help prepare the work.
DOCUMENT INTELLIGENCE
Document intake and review
Extract facts from uploaded documents, compare policy contents and prepare documents using agency templates. Make the information in a file useful for the account and the work that follows.
APPLICATIONS & SUBMISSIONS
Applications and submissions
Prepare an ACORD application set from account and risk information. Surface missing details for review. Hope also helps evaluate carrier appetite and organize submissions, keeping market selection grounded in the business being insured.
QUOTES & PROPOSALS
Quote comparison and proposals
Extract carrier quote details, compare coverage, limits and premiums, and prepare client proposals. Keep responses and submission status together so your team can explain the options using the terms on file.
POLICY SERVICE
Policy service and renewals
Organize policy documents, draft endorsement requests and start renewals with prior-term information. Work with Hope on certificate requests and approval steps, keeping service tied to the right account and policy.
AGENCY ACCOUNTING
Accounting and reconciliation
Work across invoicing, receivables, payables, producer commissions and reporting. Match carrier statements against expected amounts and surface exceptions for review. Available to agencies with accounting enabled in beta.
03 / BUILT AROUND THE CLIENT’S RISK
The business is the starting point.
A team captures how a business operates, uses those details to prepare an application, then builds on the same account information for later service and renewal work. AOS ONE keeps the client’s operations, locations, people and exposures connected to the work they inform.
- Business operations and risk assessments
- Contacts, locations, vehicles and exposures
- Documents and extracted account information
- Carrier appetite, submissions and quotes
- Policies, service requests and renewals
- Shared notes, tasks and saved account context
04 / AI WORKING WITH YOUR PEOPLE
Put AI to work. Keep judgment with your team.
AI can prepare the work, update records and help surface what needs attention. Producers and account managers bring the expertise to review it and make decisions for the client.
Approval Where It Matters
Review and approve actions such as generating a certificate or submitting an endorsement. AOS ONE records the decision and the person who approved it.
Context Shared With the Team
Keep account notes, tasks and tracked email threads close to the work. Save account context for Hope so colleagues can build on shared information when they pick up the next request.
See the Beta in Action
Explore the workflows available to your agency in a guided demo. AOS ONE is in beta; accounting availability depends on agency enablement. Review AI-generated work and verify coverage details before binding.
05 / YOUR WORKFLOW, IN AOS ONE
See a workflow your team recognizes.
Bring a process that takes too much chasing, re-entry or follow-up today. We’ll show the starting information, the prepared result and what a person reviews, then discuss how it could fit your current systems.