Strategic placement at scale.

The Intelligent Placement System closes the gap between brokerage strategy and execution.

AI that bends the
curve of brokerage
economics.

Automation of the Placement function using Agentic AI will create the first 50%-margin brokerage in the U.S. The Intelligent Placement System (IPS) catalyzes this economic transformation.

Read the Whitepaper →
Alliant
CRC Group
Acrisure
The Baldwin Group
Cross Insurance
Marsh
USI
EPIC Insurance Brokers & Consultants

Babbix, our long-running AI agent, makes autonomous placement possible.

12 reasons to
hire Babbix.

  1. 01

    Babbix helps your team handle 5x the submission volume

    Babbix reduces placement effort by 80%, helping brokers place 5x the amount of business and returning valuable capacity to revenue-generating functions.

  2. 02

    Babbix helps placement teams organize their work

    Babbix turns a crowded inbox into an organized book of work. Every account opens with an up-to-date summary, its owner, line of business, and incumbent carrier, with every thread and file in one place, so anyone on the team can pick it up and move it forward.

    Herald IPS
    Top-10 Retail Brokerage

    “This is the most amazing f***ing thing I’ve ever seen in my life.”

    Head of brokerage operations
  3. 03

    Babbix works across the entire placement journey

    Babbix is a long-running AI agent that works across the entire placement journey. It handles submission intake, marketing, quoting, proposing, and binding, fully autonomously.

  4. 04

    Babbix talks to your markets across every channel they provide

    Babbix reaches each market the way that market works: by email, through carrier portals using computer use, and through market-leading API connectivity for instant quotes.

    Babbix writes submission emails to underwriters and attaches relevant documents.

    Babbix fills out carrier forms directly with computer use in broker portals.

    Babbix submits through Herald’s market-leading API connectivity suite for instant quotes.

  5. 05

    Babbix handles the complexity of the world’s largest brokerages.

    Our customers include Alliant, Acrisure, EPIC, CRC Group and many more. These organizations move billions of dollars of premium each year, and they trust us with mission-critical workflows.

    Stew Gibson

    “I first got to know Herald while serving as CIO of USI. What stood out was the team’s understanding of the brokerage industry, its thoughtful approach to solving a difficult problem, and the willingness to operate as a true partner.”

    Stew GibsonFormer CIO, USI
  6. 06

    Babbix always follows your firm’s placement strategy

    Babbix combines its intelligence with your firm’s playbooks, data models, and panel carriers to do the right thing for the client and the brokerage on every submission. Leaders set guidance once, and Babbix follows it across the firm.

  7. 07

    Babbix gets your entire placement team to inbox zero

    Babbix reads every inbound, so nothing sits waiting in a broker’s inbox.

  8. 08

    Your brokers will actually use Babbix

    Adoption is where most AI fails. Babbix is deployed alongside your team by a strategist, an insurance advisor, and an engineer, built around your playbooks and systems, and rolled out team by team until it carries the work.

  9. 09

    Babbix captures the placement data you’ve never had

    Which markets you approached, how fast they replied, what they quoted, what you showed the client, and what the client bought. Today that lives in inboxes and disappears. Babbix turns it into data your leaders can use in carrier negotiations and strategy.

  10. 10

    Babbix speaks your firm’s language

    Every brokerage has its own fields, forms, and names for things. Babbix captures information straight into your data model and your templates, so there’s no remapping project, no new system to learn, and no broker typing anything twice.

  11. 11

    Babbix outperforms frontier AI providers on insurance work

    Accuracy on placement data extraction exceeds 97% for real insurance workflows, greatly out-pacing leading AI model providers.

  12. 12

    Built with trust, safety, and reliability at the core

    We build safety and reliability into the foundation of everything that we do. Our team spent decades building software in highly-regulated industries like banking, robotics, and of course insurance. We designed our architecture for continuous uptime and redundancy across regions.

    Babbix provides reliability that global enterprises depend on and complies with standards you should expect such as SOC2, HIPAA, and GDPR. We work with Okta for authentication, support MFA, SCIM, and IP restrictions, and host data only in the United States.

    SOC2
    HIPAA
    GDPR

Built for the future of insurance placement.

See how the Intelligent Placement System grows revenue and expands margin.