Duet gives you an always-on AI teammate that knows your book, your carriers, and your workflows.
No credit card required
Same client info. Five different carrier portals. Every. Single. Time.
You enter a name into your AMS. Then into Progressive. Then Travelers. Then Hartford. The same address, the same VIN, the same everything - entered over and over.
"I spend more time on paperwork than talking to clients."
ACORD forms. Dec page requests. Coverage letters. Renewal reminders. The admin work piles up while your book sits untouched.
You know you should be cross-selling. Working your x-dates. Rounding out accounts. But when does that happen?
After 6pm, when the paperwork is finally done?
Upload a declarations page or ACORD form. Get every field extracted and structured for your AMS in under a minute.~15-20 min per dec page
Summarize this loss run. Flag any frequency trends, large claims, and anything I should discuss with carriers before quoting.~1-2 hours per commercial quote
See the full quoting workflow in our guideDraft a renewal reminder for [Client Name]. Their auto and home renew on [Date]. Last year we saved them $340 by bundling. I want to schedule a review call. Keep it under 100 words.~15-20 min per email
Get 10 more email templates in the guideReview this client's portfolio. They have an HO-3, two auto policies, and a small rental property. What gaps do you see? What should I recommend?~20-30 min per review
Extract all policy details from this declarations page into a format I can copy into HawkSoft.~20-30 min per form
I'm meeting with an auto repair shop owner tomorrow. What are the typical insurance needs, coverage gaps, and risk factors I should prepare for?~15-20 min per prospect
| Task | Hours saved / week |
|---|---|
| Dec page extraction and data entry | 2 hrs |
| Client emails and renewals | 3 hrs |
| Commercial quote prep | 2 hrs |
| ACORD form processing | 1 hr |
| Coverage review prep | 1.5 hrs |
| Total | ~9.5 hrs/week |
At $50/hour, this is about $24,700/year in recovered productivity for a 3-person agency.
Free to start. Paid plans from $25/month (Core) and $50/month (Team).
Remembers your clients
Knows your agency's workflows
Works while you're in the field
Connects to your tools
Team access
ChatGPT is a good starting point. Duet is what you graduate to when AI becomes part of how your agency runs, not just something you open in a tab.
You handle Social Security numbers, driver's licenses, and financial data every day. You need to know your AI tools are safe.
Duet doesn't train on your client data. Ever.
Set rules for what data enters AI workflows and what doesn't.
AI output is a draft, not a final product. Duet is designed to assist your judgment, not replace it.
No credit card.
Your carriers, your AMS, your common workflows.
Quote prep, client emails, or coverage reviews. See the time savings on day one.
Add your team. Build it into your daily workflow.
Works on desktop, iOS, and Android - so it's with you in the field
Connects to 16+ tools (Gmail, Google Calendar, Slack, Notion, and more)
Used by solo founders and small teams across industries
The 6 tasks where AI saves time. What NOT to put into AI tools.
Read the GuideReduce manual data entry across carrier portals with AI. Extract and reuse.
Read articleTurn scattered intake into clean ACORD packets with AI. Fewer rework loops.
Read articleStop spending $50/hour on $15/hour work. Let Duet handle the admin so you can do what you actually got into insurance to do - advise clients and grow your book.