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 credit questions that lower the number, in plain language. Ask them live with the client, or send 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.
Producer speaks a memo after a call, Helm turns it into a clean, structured AMS activity note.
Drop a policy, pre-fill and complete the carrier supplement, generate it signable, ready to send.
Document pipeline that turns the file into producer-ready renewal intelligence, what changed, what to watch.
Certificate-of-insurance gap detection, what’s missing, what’s expiring, what needs a fresh cert.
Normalized side-by-side carrier comparison, the numbers lined up so the producer can decide.
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.
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.