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Shlix AI automates repetitive back-office work. Its first product, Shlix IBS, is insurance back-office automation for U.S. independent P&C agencies: it reads the service inbox, turns each email into a tracked task, drafts certificates of insurance and ID cards from the agency's own records, routes endorsements, cancellations and renewals, and tracks every deadline. A person approves what matters.

Most requests arrive as free-text emails, often with a PDF attached: a sample certificate, a declarations page or a vehicle list. Shlix IBS reads the email and its attachments, works out the request type, and pulls out the details it needs, such as the insured, policy number, certificate holder, special wording or vehicles. Each value is checked against the agency's records. When something is missing, unclear or does not match, the task is flagged for a person instead of guessed.

It does not adjust or settle claims. Claim emails are recognized and routed to your team. It does not underwrite, rate quotes, bind coverage or issue policies. Quote and new-business requests are routed to your licensed staff. It is not an agency management system (AMS) or a policy administration system. It works alongside yours. It is built for independent insurance agencies, not for carriers, MGAs or TPAs.

Shlix AI is designed to keep your team in control of important actions. Depending on your configured workflow, Shlix IBS can receive documents, extract information, prepare drafts and route requests for review. Outgoing communications and other consequential actions should follow your agency's configured approval rules. Automated sending is only enabled where explicitly configured and authorized.

When Shlix IBS encounters unclear information, missing details or a request it cannot confidently process, it can flag the item for human review according to the configured workflow. Instead of treating every request as successfully completed, the system should make exceptions visible so your team can verify the information and decide what happens next.

Shlix AI is being designed for business workflows that may involve sensitive insurance and customer information. Access permissions, authorized data handling, retention and deletion policies should be defined for each deployment. Before onboarding, we can explain the security controls and data-handling practices applicable to the service. Specific encryption standards, certifications and compliance claims will be provided only where verified.

Shlix IBS should process only the mailboxes, folders or messages authorized for the configured workflow. Personal, unrelated or out-of-scope emails should be excluded from processing wherever the configuration permits. Access permissions and mailbox rules are established during setup so the workflow aligns with your agency's operational requirements.

Shlix IBS is intended to fit into your agency's existing email and insurance workflows. Supported systems and integration methods depend on the specific configuration, available APIs, permissions and technical requirements. Contact us with your email platform and AMS details so we can confirm compatibility before implementation.

Shlix IBS is focused on document-heavy insurance back-office workflows, including certificates of insurance (COIs), insurance ID cards and endorsement requests. The exact document types, processing steps and automation capabilities depend on the workflows enabled for your agency. We can assess your requirements during a discovery call and confirm which processes are supported.

Yes. The goal is to support your existing team and processes rather than force your agency to adopt an entirely new way of working. During onboarding, we review how requests arrive, how documents are handled, who performs each step and where approvals are required. We then configure supported workflows to fit your operational requirements, subject to system compatibility.

Shlix IBS is designed to help organize and process eligible requests while making exceptions visible. Requests involving missing information, unusual requirements or unsupported scenarios can be flagged and routed for human review. Complex coverage decisions, policy interpretations and other matters requiring professional judgment remain with your agency's appropriately authorized personnel.

Processing time depends on the document type, number of pages, document quality, workflow complexity and any additional checks required. Shlix IBS is designed to automate eligible steps such as document intake, information extraction, classification and task routing. Straightforward documents may be processed faster than complex requests requiring additional review. During a pilot, we can measure processing times using representative documents from your agency.

Shlix IBS aims to give agencies better visibility into their document workflows and request status. Depending on the features enabled in your deployment, reporting can cover processed requests, pending items, exceptions and workflow activity. Available dashboards, metrics and reporting capabilities will be confirmed during the product demonstration.

Implementation time depends on your email environment, supported integrations, workflow complexity, access permissions and the level of customization required. A straightforward setup may take less time than a deployment involving multiple workflows or custom integrations. After an initial assessment, we will provide an estimated implementation timeline and identify the prerequisites for getting started.

Yes. Shlix AI's business model offers the flexibility to choose software automation, optional human operational support or a combination of both. Human support can help with agreed processing tasks, exception handling and operational follow-ups, depending on your selected plan. The scope, service hours, workload limits and responsibilities are defined before the service begins.

Shlix IBS offers flexible pricing designed around your agency's needs. Software-only plans start at $299 per month, plans that combine the software with our back-office team start at $1,449 per month, and our team on its own starts at $1,099 per month for up to 20 hours a week. Final pricing depends on your job types and their complexity, your volume, integration requirements and level of human support. Contact us to discuss your requirements and receive a tailored proposal.

We recommend starting with a discovery call to understand your current processes, document volumes and automation needs. Where available, a pilot can be scoped around representative documents and selected workflows to evaluate processing performance, exception handling and operational suitability before a wider rollout. Pilot availability, fees, scope and duration will be confirmed during the discussion.

Shlix IBS workflows should operate within the permissions and actions explicitly authorized for your deployment. Any ability to create, update or write information back to an external system depends on the supported integration and configuration. During onboarding, we identify which actions are read-only, which can prepare drafts and which require authorization before changes are made.