For independent insurance agencies
A client needs an endorsement. A job needs a certificate. A dozen policies need renewing. Tiki does the work, so your team can focus on the people behind it. You review. You approve. It’s handled.
No credit card required.
Just picked up our new Transit. Can you add it to our commercial auto policy? VIN and bill of sale attached.
Tiki did the work
Ready for reviewVehicle endorsement
Ford Transit · add effective todayCarrier request + client update ready
Now onboarding our first agencies. Founding agencies get a direct line to the founders.
Book a walkthroughStep 1
A client emails for ID cards, a lender asks for a mortgagee change, a certificate holder needs a COI. By email, by phone, or through your website.
Step 2
It finds the client and policy, fills out the form or document, and drafts the reply. The same steps your team would take, without the re-keying.
Step 3
Review it, edit if needed, and send. Nothing goes to a client or carrier until someone on your team says so.
Service the book
Tiki is where your clients, policies, and renewals live. Instead of just storing them, it works on them, preparing each task and handing it to your team to approve.
ID cards
Pulls the right cards and sends them to the client.
Endorsements
Adds vehicles and updates lienholders, ready for your team to submit.
Certificates of insurance
Issues COIs to certificate holders from the policy on file.
Claims intake
Takes first notice of loss and organizes it for filing.
Cancellation warnings
Catches cancellation notices and drafts outreach before coverage lapses.
Renewals
Flags what's renewing and drafts the client email.
Call notes
Transcribes client calls and files the summary to the record.
Something else?
Tell us what's eating your team's week.
Talk to usCall notes · iPhone app
Tiki's iPhone app transcribes your client calls as they happen. When you hang up, a summary and the follow-ups are already on the client's record, ready for you to review. Nothing lives in your head or on a sticky note.
You take the call
Ray Moreno
06:12
Tiki writes down every word
Live transcript
RecordingRayWe picked up a new truck, a 2024 F-150. Can you get it on the policy before Friday?
YouAbsolutely. Send me the VIN and I'll add it today.
RayAlso, we close on the house next month. Could you quote the home too?
You
Notes wait on the client record
Ready for your review
Call with Ray Moreno
6 min · Filed to the Moreno household
Summary
Ray bought a 2024 F-150 and wants it on the auto policy before Friday. Closing on a house next month and wants a homeowners quote.
Follow-ups
Win more business
Your website, lead forms, and quoting run on the same client record as the rest of the agency, so a new lead never gets typed in twice.
A website on your own domain with your branding, coverage pages, and a clear path to quote. Publish it in minutes.
Build your siteA conversational form for any page. It asks the questions you'd ask and hands you a complete lead in your pipeline.
Tiki runs quotes from the intake details so your producers can present options sooner. Binding stays with your team.
Tiki prepares the work. Your team decides what gets sent. Every email, document, and carrier request waits for a person on your team to approve it.
Pricing
Start on Free with a short day of drafts, documents, intake, and call reviews. Move to Producer or Agency when the book needs more room.
$0
Each day
Start for free$49
per month
Start Producer$149
per seat / month
Start AgencyIncludes everything in Producer, plus:
Free covers a short day of real work. Producer is one person at $49 a month. Agency is $149 a seat and shares the book.
Yes. Tiki is a full system of record for clients, policies, and renewals. If you're switching from another AMS, we'll help you move your book over.
No. Tiki prepares the work, and nothing goes to a client or carrier until someone on your team approves it.
Two email drafts, two documents, three website intake chats, and three call reviews. Lookups on the book stay unlimited. Producer is $49 a month when the day needs more room.
Data is encrypted in transit and at rest, and your client data is not used to train AI models.
Only for Call Intelligence, which is an iPhone app today. Everything else runs in your browser.
Yes. Start with the website, the lead forms, or the call app, and add the rest when you're ready. Everything shares the same client record, so nothing gets re-keyed.
Start free on your own, or book a walkthrough to see it first.
No credit card required.
