Parmenter Insurance AgencyPersonal & Commercial Insurance
Command Center
Agentic Software by 
HelmConsulting.AI
Parmenter Insurance AgencyPersonal & Commercial Insurance
Command Center
Agentic Software by HelmConsulting.AI
Your team asks for 90 seconds. The customer answers the Scribe out loud, no forms, no typing.
Helm turns the spoken answers into the carrier supplement automatically, the customer never sees the form.
You shop a preliminary number with an underwriter and reaches back out to the customer.
The deeper credit questions, in plain language. Send the 3 minute voice pass, or the tap-through sheet they fill themselves.
The filled, signable supplement, ready for the producer to review and send to the underwriter.
The customer’s spoken intake, the 90-second capture and the deeper credit pass. Nothing typed.
Speak a memo after a call, get back a clean, structured activity note ready to paste into your AMS.
Drop a policy, pre-fill and complete the carrier supplement, generate it signable, ready to send.
Drop the expiring dec page and loss runs, get a one page producer brief, the coverage as written, the claims signal, what to ask.
Drop the cert request and the policy, see what is demanded against what is in force, met, gap, or confirm.
Drop two or more quotes, get the terms lined up side by side with the differences marked. The decision stays yours.
The carrier forms you work from, fill with the guided sheet, or grab the blank to send.
Client voice intakes as they come in, newest first, ready to open and quote.
The standard ACORD applications every carrier takes, filled from the same intake as everything below. This is the square that turns one client conversation into the whole submission, and it is being wired now.
Benefits, hiring practices, and the safety credits that shape the account, captured in a plain-language intake and written straight onto your AIU supplement.
Apartments, hotels, and dwellings. Fire protection and security, captured in a two minute intake and written straight onto your Century supplement.
A short, plain-language set of questions the client fills themselves. Lands in your pipeline like a voice intake, with no carrier jargon.
Property, liability, and the operations detail your carriers ask for, mapped to your own BOP supplement.
Kitchen, liquor, staffing, and safety, the supplement your restaurant and hospitality carriers want to see.
Work mix, heights, subcontractors, safety program, the whole contracting story, pre-filled from the policy and finished on a quick call.