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Kylon use case · Insurance agencies

Every household, from first quote to renewal.

Leads, applications, carrier quotes, proposals, binds and renewals in one Room. An agent reads the quote request, the dec pages and the carrier PDFs, drafts the work and keeps the client file. Nothing goes to a client or a carrier until the producer says ok.

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The tools you have open today
A comparative rater for the Moreno household, a Typeform quote request and the bind request, each with a Kylon result underneath

Cedar Lane Insurance, its carriers, clients, people, addresses, policy numbers and money are made up for the film, and product names and logos belong to their owners.

Step by step

One household, from the web quote request to the first renewal.

The same Room as the film. Each step opens a tab of the agency's own Kylon App, laid out like the agency system and rater it replaces.

  1. 01Lead

    Log the quote request

    Today
    A web form or call lands in email, and someone retypes it into EZLynx, HawkSoft or Applied Epic.
    In Kylon
    IrisAgency opsA Typeform request comes in: Lucas Moreno, home and two cars, his renewal up 22%. Iris logs the lead, finds no match in the book and lists what is missing: his dec pages and both license numbers.
    Who decides
    GraceGrace calls Lucas that afternoon at 2.
    Leads tab of the agency's Kylon App: the Moreno client file, the checks Iris ran and the lead pipeline
  2. 02Intake

    Fill the application

    Today
    A CSR keys the dec pages into an ACORD style application by hand.
    In Kylon
    IrisAgency opsLucas emails his dec pages. Iris reads them from Gmail and fills the personal lines application: 2 drivers, 2 cars, home built 1998, roof 2019. One at-fault claim from 2024 is flagged.
    Who decides
    GraceGrace checks the application and the flagged claim before anything is quoted.
    Application tab: an ACORD 80 style form with drivers, vehicles, prior Larkfield policies and Coverage A to F filled from the dec pages
  3. 03Quotes

    Compare four carriers

    Today
    A comparative rater plus each carrier portal, with the results pasted into a spreadsheet.
    In Kylon
    IrisAgency opsThree carrier quotes arrive as PDFs in Gmail and Daniel keys Copperleaf in its portal. Iris lines up all four in one table: Bayline is the lowest with water backup at $4,470 a year, $710 under the $5,180 they pay today.
    Who decides
    DanielDaniel works the carrier portals and keys the quotes that only live there.
    Quotes tab: home and auto premiums for Copperleaf, Bayline, Ridgeway Mutual and Summit Pine, with Bayline at $4,470 expanded
  4. 04Proposal

    Draft the proposal

    Today
    A proposal written in Word or Docs for each client.
    In Kylon
    IrisAgency opsIris drafts the proposal and compares today's Larkfield coverage with the Bayline options. Grace's correction becomes an agency rule: never recommend dropping a coverage in writing, show it as an option with the premium difference.
    Who decides
    GraceGrace reviews the draft, and her note is saved as a rule for every proposal and email after it.
    Proposals tab: the Moreno proposal with Option A and Option B, and a coverage comparison against today's policy
  5. 05Client email

    Send both options

    Today
    The producer writes the email from Outlook or Gmail.
    In Kylon
    IrisAgency opsIris drafts the email in Grace's Gmail with both options priced side by side: Option A at $4,470 a year with water backup up to $10,000, Option B at $4,330 without it, $140 less. The email is logged on the client file.
    Who decides
    GraceGrace reads the draft and presses Send.
    The proposal email draft in Grace's Gmail next to the Logs tab, where every email, call and note on the Moreno file is kept
  6. 06Bind

    Bind and send proof

    Today
    Bind in the carrier portal, e-sign, send proof of insurance to the lender and print ID cards from the agency system.
    In Kylon
    IrisAgency opsLucas picks Option A. Iris prepares the Bayline bind request effective Thu, Oct 1, drafts proof of insurance for Maple Point Bank and the ID cards for both cars, and tracks each one in the service queue.
    Who decides
    GraceGrace binds in the Bayline portal herself, policy BL-4418207, and Daniel sends the proof to the lender.
    Service tab: the bind, evidence of insurance and ID card requests, and the Bayline declarations page for the home
  7. 07Renewal

    Catch the renewal increase

    Today
    The renewal list is exported to a spreadsheet, and what to re-market is decided by feel.
    In Kylon
    IrisAgency opsEvery Monday at 9:00 AM Iris checks renewals: 38 policies renew in 60 days and 6 are up 10% or more. The Moreno auto renews Apr 1, 2027, up 18% from $1,420 to $1,676 for six months, so Iris flags it to re-market and drafts the requote plan and the client letter.
    Who decides
    MayaMaya approves the re-market, and Grace reviews the letter before anything goes out.
    Renewals tab: policies expiring in the next 60 days, the Moreno auto at +18% and the re-market plan Iris drafted
What it works with

Your forms, your inbox, your agency system.

Your agent works through the accounts you connect and the exports you already pull. Quoting and binding in carrier portals stays with your licensed people.

Connection
Typeform

Quote requests from your website form, logged as leads the moment they arrive.

Connection
Gmail

Dec pages, carrier quote PDFs and client email. Every draft waits for the producer to press Send.

Connection
Outlook

The same intake and drafts for agencies that run on Outlook.

Connection
Google Calendar

Client calls and follow ups next to the work they belong to.

Export
EZLynx

Client lists and quote results you export from it. The App's Quotes tab is laid out like its rater.

Export
HawkSoft

Client files, logs and tasks you export, kept on each household in the App.

Export
Applied Epic

Renewal lists you export, checked every Monday for increases.

Export
Carrier portals

Your team quotes and binds there. Iris reads the quote PDFs carriers send to Gmail.

Your workspace
Your team

Grace, the producer, approves every proposal and client email and binds in the carrier portal, Daniel works the portals and sends proof to lenders, and Maya, the owner, decides what gets re-marketed.

Set it up

Start with this month's renewals.

  1. 1Make a Room for your agencyInvite your producers, account managers and the owner.
  2. 2Connect what you useTypeform and Gmail or Outlook from Connections. For EZLynx, HawkSoft or Applied Epic, upload a client list or a renewal export.
  3. 3Ask your first question“Which renewals in the next 60 days are up 10% or more?” Your agent answers in the Room, with an owner on each one.
Set-up prompt
Use this in Kylon

Run your agency's book from one Room.

Start free, connect Typeform and Gmail, and let an agent post your first Monday renewal check. Nothing goes to a client or a carrier until your team says ok.

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