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What each agent delivers
End-to-end execution
Agents run complete workflows — not individual steps — from trigger to close without handoffs.
Industry-specific logic
Trained on your vertical's terminology, compliance requirements, and document standards.
Full audit trail
Every action logged, timestamped, and reviewable. You see exactly what the agent did and when.
No prompt engineering
Configuration is structured — you pick your vertical and the agent pre-configures itself.
Industry coverage
Built for the workflows your industry actually runs
Insurance Agencies
New client intake to bound policy
Agents handle first notice of loss intake, new business submissions, renewal outreach, certificate requests, and E&O documentation — the repetitive volume that consumes your CSRs.
- New client intake and qualification
- Certificate of insurance issuance
- Renewal follow-up sequences
- Claims first notice of loss triage
- Commission reconciliation checks
Property Managers
Tenant lifecycle from lead to lease
From showing requests to lease renewals, maintenance coordination to move-out inspections — Tractiq agents run the communication and documentation workflows that scale with your portfolio.
- Showing scheduling and confirmation
- Lease renewal negotiation outreach
- Maintenance request routing
- Move-in and move-out documentation
- Delinquency follow-up sequences
Law Firms
Intake to engagement letter
New matter intake, conflict checks, client onboarding, document collection, and court deadline reminders — the administrative burden that keeps your staff off billable work.
- Prospective client intake screening
- Conflict of interest data gathering
- Engagement letter and retainer workflows
- Discovery document collection requests
- Deadline and docket reminder sequences
Contractors
Estimate request to signed contract
Bid request handling, follow-up scheduling, subcontractor coordination, lien waiver collection, and change order documentation — the administrative friction between a win and a signed contract.
- Estimate request intake and scheduling
- Proposal follow-up sequences
- Subcontractor availability checks
- Lien waiver collection and tracking
- Change order documentation routing
How it works
Configure once. The agent handles the rest.
Configuration, not prompts
Pick your vertical
Select your industry — Insurance, Law, Property Management, or Contracting. Tractiq loads the specific workflow templates, document types, and compliance checkpoints for your vertical. No prompt engineering. No custom training session.
The agent arrives knowing what a declarations page is, what an E&O exposure means, and how a lease renewal timeline works — for your specific vertical.
Structured setup, one time
Map your workflows
Connect your existing tools and define which workflows the agent handles. You specify the triggers (inbound email, form submission, calendar event) and the outcomes (document sent, task created, case updated). The agent handles everything between.
Setup takes a focused session with your team, not a six-week implementation project. The agent runs on your existing stack — no replacing your practice management software.
Full visibility, always
The agent runs — you review
From that point, the agent processes cases end-to-end. Every action is logged in the run log with a timestamp and the data it acted on. You see exactly what happened, when, and why — and you can intervene at any step.
Your team shifts from doing the work to reviewing what the agent did. That is a fundamentally different job, and it scales with your caseload rather than against it.
One agent to many
Expand as your volume grows
Once your first workflow is running, adding a second is a matter of configuration, not another implementation. Agents share your vertical context — an insurance agency that starts with new business intake can extend to renewals and certificates without rebuilding anything.
The economics improve with scale. The more workflows an agent covers, the more of your team's time shifts to the work that genuinely requires human judgment.
Ready to see it configured for your firm?
Start with your vertical and the agent walks you through the rest.
The firms that use Tractiq don't have more staff. They have staff doing work that requires their judgment, not their time.
Every workflow Tractiq runs is a workflow your team no longer has to manage manually — intake processed, follow-up sent, documents requested, files updated. The agent handles the throughput. Your people handle the judgment calls.
Stop losing renewals to slow follow-up
Automated renewal outreach improves agency retention by 8–12%. For a 2,000-policy book at a $1,200 average premium, that's over $200,000 in retained premium per year.
Tractiq sets it up in a day. No rip-and-replace — the agent sits above your existing AMS and handles the outreach, COI requests, and cross-sell follow-up your team never has time for.