mint

MINT FOR AGENCIES

Your agency. Your workflows. Your Mint.

Run sales, service, communications, payments, accounting, renewals, and automation from one intelligent platform — built around the way your agency actually works.

See Mint for Agencies Book a demo

✓No long-term contracts. ✓No forced vendors. ✓No generic workflows.

01 / PLATFORM

More than an AMS. Your agency operating system.

Mint connects every part of the agency — and Mint AI sits at the center of all of it.

mint.AI

02 / MINT AI

AI that actually knows your agency.

Not just a chatbot. Mint AI answers, writes, reads, files, and acts — inside the platform.

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Mint AICONNECTED TO YOUR BOOK

“Which customers are pending cancellation this Friday?”

4 customers are pending cancellation on Friday, Oct 3. Two have already received a reminder.

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03 / COMMUNICATIONS

Every conversation, connected to the customer.

No more switching between your AMS, email, phone system, and notes just to understand one customer.

AllSMSEmail

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AI SUMMARYMaria needs proof of insurance today and asked about her Oct 3 payment.

Hi! I need my ID card for the DMV this afternoon. Is my payment still due?

INTERNAL NOTE · Called carrier, payment posts Friday — Ana

WRITTEN WITH MINT AI Hi Maria! Your ID card is attached. Your payment is due Oct 3 — here’s a secure link to pay.

ID_card.pdfPayment linkSchedule · 9:00 AMSend

CALLOutbound call · 4m 12s · logged automatically

Maria GonzalezCustomer since 2022

POLICY CONTEXT

Auto · PA-118204Active

Next payment$186.40 · Oct 3

RenewalMar 14

BUILT IN

Keep the tools you already use.

If your agency uses Vonage, RingCentral, Twilio, or another provider, Mint can integrate with the tools that already work for you.

We don’t force your agency into our vendor contracts.

Vonage

RingCentral Twilio Your provider

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04 / DOCUMENT AI

Upload it. Mint knows where it belongs.

Stop filing documents manually.

JPG license_front.jpgUploaded by Ana · just now

DRIVER LICENSE

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Mint AI · {{ docStatus }}

MG {{ docName }}Customer · 2 policies ✓ Matched

DOCUMENTS

license_front.jpgNew · Driver license

DecPage_PA-118204.pdfSep 12

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{{ docQ }}Auto · prefilled

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05 / CANCELLATIONS

One report in. Every cancellation handled.

app.mint.ai

CSVcarrier_cancellations_oct.csv14 rows · read by Mint

CUSTOMERPOLICYDUESTATUS

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14 matched · 9 reminded · 3 paidAUTOMATION RUNNING

06 / AUTOMATIONS

Built around your agency — not ours.

Every agency works differently. Mint automations are built around your processes, rules, carriers, and team — not a generic workflow everyone is forced to use.

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07 / SALES CRM

From lead to bound policy.

CRM built directly into the agency system: lead stages, pipeline, assignments, follow-ups, call logs, SMS/email, quote status, tasks, and production tracking.

No disconnected CRM. Sales and servicing work from the same customer record.

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NameMaria L. Gonzalez

DOB04/12/1988

LicenseG425-118-88

Carrier A$612

Carrier B$684

Carrier C$731

Agent reviewed · send activation & payment link→

08 / NEW BUSINESS

Turn documents into quotes faster.

Upload a driver's license. Mint:

09 / MINT PAY

Payments built into the workflow.

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Change autopay without collecting sensitive information over the phone.

Secure link→Customer updates card/bank→Agency gets confirmation

YAYour AgencySecure

Down payment · PA-118204$186.40Maria Gonzalez

CardBank

•••• 447112/28

✓Save for autopay (tokenized)

Pay $186.40

Branded receipt sent by SMS & email

10 / ACCOUNTING

Accounting that helps find what doesn’t match.

Instead of hunting through hundreds of transactions, Mint shows you what needs attention.

PDFACH_statement_sep.pdf412 transactions read408 matched4 need attention

TRANSACTIONCUSTOMERPOLICYAMOUNTMINT

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11 / COMMISSIONS

Know what your agents earned.

If the agency shares commission with employees/producers, Mint calculates and tracks it.

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12 / UNIVERSAL SEARCH

Search your whole agency like you search the web.

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TRY SEARCHING

BEST MATCH

JC Jose CanoCustomer · 2 active policies · Autopay on Open↵

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↑↓ navigate↵ openesc close {{ search.meta }}

E-SIGNATURE

Signatures without leaving the workflow.

Maria Gonzalez › Documents › Signatures

Reminders, policy/customer association, and full audit history included.

TASKS

Turn work into something your team can actually see.

NEXT BEST ACTIONCall James Carter — renewal +22%, expires in 16 days

SERVICE

Handle customer requests without losing the thread.

Everything stays tied to the customer record.

EMPLOYEE ACTIVITY

Know what happened. And who did it.

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Helps both operations and E&O recordkeeping.

13 / CLIENT CENTER · APP · WEBSITE

A client experience that looks like your agency.

Not a generic portal with our logo.

Client CenterLive preview · click around Agency color

YAYour Agency portal.youragency.com MG

Good morning, MariaYour policies are active.Auto · PA-118204Home · HO-55210

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Policies

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ID cards

Your AgencyAUTO ID CARD

2021 Toyota RAV4Maria L. Gonzalez · PA-118204

EFF 03/01/26EXP 09/01/26

Payments

{{ cc.payLine }}$186.40

✓Payment received · Confirmation MP-48213

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Documents

AMAna Martinez● Online · Your Agency

Ana is typing…

Your agency in their pocket.Custom branded app options for customers — and staff access to search, tasks, communication, and policies.

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Your Agency

AUTO ID CARD2021 Toyota RAV4PA-118204

PoliciesDocumentsPaymentsMessages

A website built around your brand. Not ours.No recycled templates with a different logo. Your website should feel like your agency — because it is.

youragency.com

Your AgencyEnglish · Español Insurance that feels local.

ZIP codeGet a quote

14 / REPORTING & ANALYTICS

See what’s actually happening in your agency.

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New business premiumLast 8 weeks

Premium, retention, cancellations, renewals, sales, agent performance, payments, commissions, tasks, communication activity — plus custom reports.

15 / EMPLOYEE CONTROL

Give every employee exactly what they need.

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16 / RENEWALS

Know what’s renewing before your customer does.

Mint can surface high-increase renewals automatically — then review, requote, compare, send an option, and track the response.

app.mint.ai

Upcoming renewals3 high increases flagged

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17 / OPEN PLATFORM

Your agency should never be trapped by its software.

Open API. Your vendors. Your data. Your rules.

If your agency already uses something that works, we connect it. We don't make you replace it just to use Mint.

webhook · policy.status_changed
POST https://hooks.youragency.com/mint
{
"event": "policy.pending_cancellation",
"policy": "PA-118204",
"customer": "Maria Gonzalez",
"amount_due": 186.40,
"source": "carrier_report"
}
200 OK · delivered in 84ms

Stay because Mint works. Not because a contract says you have to.

✓ No long-term contracts. ✓ No vendor lock-in. ✓ No forced ecosystem.

18 / PERSONALIZATION

Built around your agency.

Because no two agencies operate exactly the same way.

Your agency already has its own way of working. Your software should too.

See Mint for your agency Book a demo

No long-term contracts. Open integrations. Built around your team.