Hire Jack for a role

Roles Jack fills in insurance agencies.

Each role adds a monthly subscription to your plan. Cards describe typical tasks and tools; workflow availability and required access depend on the task. After checkout, Jack asks what you want done first.

  • Insurance agenciesStandard

    Quoting assistant

    • Gathers risk details by text
    • Runs quotes across carriers
    • Sends a comparison for review
    Tools to confirm
    Carrier portalsGmail
    adds to plan
    $299/mo
  • Insurance agenciesStandard

    Renewal and retention rep

    • Reviews renewals 60 days out
    • Remarkets rate increases
    • Calls you only for the at risk ones
    Tools to confirm
    AMSGmail
    adds to plan
    $299/mo
  • Insurance agenciesLight

    Certificate of insurance clerk

    • Issues COIs on request
    • Checks holder requirements
    • Logs every certificate
    Tools to confirm
    AMSGmail
    adds to plan
    $149/mo
  • Insurance agenciesRegulated

    Claims intake coordinator

    • Takes first notice of loss
    • Collects photos and documents
    • Opens the claim with the carrier
    Tools to confirm
    Carrier portalsSMS
    adds to plan
    $899/mo
  • Insurance agenciesStandard

    Producer's assistant

    • Preps meeting notes
    • Follows up on proposals
    • Keeps the pipeline updated
    Tools to confirm
    HubSpotGmailCalendar
    adds to plan
    $299/mo
  • Insurance agenciesStandard

    Policy servicing rep

    • Handles endorsements and changes
    • Sends ID cards
    • Answers coverage questions from your rules
    Tools to confirm
    AMSGmail
    adds to plan
    $299/mo
  • Insurance agenciesStandard

    Commission reconciliation clerk

    • Matches carrier statements to policies
    • Finds missing commissions
    • Reports monthly
    Tools to confirm
    QuickBooksGoogle Sheets
    adds to plan
    $299/mo

Prices shown are monthly role fees added to a plan. Wallet credits are separate and do not lower this fee. Custom human delivery can be submitted for coordinator review; it is not accepted work, and timing and final price stay unconfirmed until the scope is reviewed. Executive Line takes light roles, Team takes everything but regulated roles, and regulated roles run on Enterprise with a business associate agreement before any patient data.