For independent insurance agencies
Stop retyping certificates. Review them instead.
Forward the emails asking for a certificate of insurance or a policy change. Blue Peak Studio reads each one, fills in the draft, and puts it in a queue for your team. Your staff checks and approves instead of typing from scratch.
Nothing goes to anyone until someone at your agency clicks Approve.
We are opening to agencies in small groups. Joining the waitlist is free.
Nothing sent on its own
Every document waits for an Approve click.
You confirm the recipient
A person ticks the exact address first.
Every action recorded
Who did what, and when, in a log no one can edit.
Your data, your call
Download or delete it all from Settings.
How it works
Three steps. You stay in charge of every one.
No new software to learn and no change to your email address.
Forward the email
Every agency gets its own forwarding address. Send client requests to it by hand, or set your inbox to forward them automatically.
Review the draft
The original email sits next to a draft with the details already filled in. Fix anything, add the policy details, and confirm who it goes to.
Approve and send
Click Approve and the document goes out as a PDF, a Word file, or both. Replies come back to your agency, not to us.
Why not just use ChatGPT or Claude?
A general assistant is great at writing. This is built for your process.
A $20 plan is a fine tool for one person drafting one email. Blue Peak Studio is for an agency that gets the same request every day and has to answer for what goes out.
| What you need | General AI assistant (about $20/mo) | Blue Peak Studio |
|---|---|---|
| Writing a reply | Excellent. You paste the email and the details every time. | Reads the forwarded email and fills in the draft for you. |
| The certificate document | You build and format it yourself. | A ready “Certificate of Insurance (DRAFT)” as PDF, Word, or both. |
| Who it goes to | Whatever you copy and paste. | Suggested from the email, flagged if it looks off, and a person must confirm it. |
| Sending | You send it from your own mailbox, with no checkpoint. | Nothing leaves until someone clicks Approve. Reject keeps a note of why. |
| Your whole team | Each person works alone, in separate chats. | One shared queue with owner and staff logins. |
| Proof of who did what | Chat history, if anyone kept it. | A log of every edit, approval, and rejection that no one at your agency can alter. |
| Tricky emails | An email that says “send this to someone else” is just more text for it to follow. | An email cannot make the software send anything or choose who receives it. The software has no way to send. |
| Your clients’ data | Lives wherever you pasted it. | Kept per agency, cleared on a schedule, and deletable from Settings. |
We use AI too. The difference is the guard rails around it. If you only need help wording an occasional email, a general assistant is the cheaper choice and we will say so.
What it handles
The repetitive requests that fill your inbox
Certificate requests
Holder, additional insured, project or job site: pulled from the email into a Certificate of Insurance draft you can edit.
You get a draft certificate
Policy changes
Add or replace a vehicle, add a driver, change an address or limits: summarized into a clear change request.
You get a draft change summary
Everything else
Renewal questions and other mail are labeled and listed so nothing gets lost, but no reply is drafted for them.
Sorted for you to handle
Does it pay for itself?
The math on the $199 Agency plan
Your own numbers will differ. This is an example you can check against your agency, not a promise.
An example agency
- Time spent a week on certificate and policy-change emails
- 5 hours
- What an hour of staff time costs the agency
- $25
- Staff time on these emails each month
- $541
- Blue Peak Studio
- $199
If the software gives back about those five hours, the plan costs $199 against $541 of time, roughly $342 a month left over.
Break-even
8 hours
At $25 an hour, the plan pays for itself if it saves about 8 hours a month, under two hours a week.
You still review every draft. The saving is in not typing it from scratch.
Using it
What a normal day looks like
Built for agencies of one to ten people, where the people answering email are also the people selling and servicing policies.
Set up once
Create your agency
Sign up, name your agency, and enter the address clients should reply to. Invite your staff; each person gets their own login.
Get your forwarding address
Settings shows an address that belongs only to your agency. Anything sent to it lands in your Blue Peak inbox.
Send it the right emails
Forward requests one by one, or add a rule in Gmail or Outlook that forwards emails with words like “certificate” or “COI” automatically.
Then, each request takes a review
Open the queue
Drafts waiting for review are listed first, with a count in the menu. Emails the software was unsure about are flagged for a person.
Check it side by side
The client’s email is on one side and the draft on the other: insured, certificate holder, additional insureds, job or project description.
Add the policy details
Type the insurer, policy numbers, limits, and dates, or pick a policy you entered before. Date pickers stop impossible dates.
Watch for the warnings
If the email asks for something the draft does not cover, like a waiver of subrogation or primary and non-contributory wording, you see a warning.
Confirm who receives it
The recipient is suggested from the email. You tick a box confirming that exact address. An address that was not in the email is flagged.
Approve or reject
Approve sends the document as a PDF, a Word file, or both, from your agency’s name. Reject keeps a note of why. Both are recorded.
Built for trust
Your license is on the line. We built it that way.
Nothing is sent without your click
The software only prepares drafts. A person at your agency approves every document.
You confirm every recipient
The address is suggested from the email, never invented, and you tick a box confirming it before anything goes out.
Emails cannot give orders
If an email says "send this to someone else", the software cannot send it or change the recipient. It only reads the email to fill in the draft.
Every action is recorded
Who edited, approved, or rejected what, and when, is kept in a log that no one at your agency can alter.
Your agency’s data stays yours
Each agency can only see its own emails and drafts. No other customer can reach them.
Delete everything, anytime
Download your data or delete your whole agency from Settings. Old email text is cleared automatically.
Pricing
Three plans for the whole agency.
Plans differ by how many emails the software reads each month, how many people use it, and how many mailboxes you connect. Every plan includes the same safeguards. Pay yearly and get two months free.
Starter
$99/ month
or $990 a year
For an agency of one to three people.
- Up to 100 emails read a month
- One free reset a month if you run out
- Up to 2 people
- 1 connected mailbox
AgencyRecommended
$199/ month
or $1,990 a year
For an agency of three to eight people with commercial lines.
- Up to 300 emails read a month
- One free reset a month if you run out
- Up to 5 people
- 3 connected mailboxes
Pro
$349/ month
or $3,490 a year
For agencies of eight or more people.
- Up to 750 emails read a month
- One free reset a month if you run out
- Unlimited people
- 10 connected mailboxes
Every plan includes
- Your own forwarding address
- Certificate and policy-change drafts
- PDF and Word documents
- Nothing sent without an Approve click
- Full action history
- Data export and deletion
Past the month’s emails, nothing is lost and nothing is charged extra: new emails still arrive in your Inbox for a person to handle, and the allowance starts again the next month. Run out early? Every paid plan includes one free reset a month that gives you the full allowance again. The free trial reads up to 100 emails.
Paid plans are not open yet. Nobody is charged for joining the waitlist.
Questions
Straight answers
When can my agency start?
We are opening to agencies in small groups so each one gets a proper setup. Join the waitlist and we will email you when your spot opens.
Does joining the waitlist cost anything?
No. There is no card and no charge. Paid plans are not open yet, and nobody can be charged until they are.
Why not just use ChatGPT or Claude for $20 a month?
You can, and for an occasional email it is cheaper. Blue Peak Studio adds what a chat window does not: a shared queue for your team, a ready certificate document, a required recipient check, nothing sent without an Approve click, and a record of every action. See the comparison above.
Do I have to change my email address?
No. Keep your address. You forward the emails you want handled to your agency’s forwarding address, by hand or with a forwarding rule in your inbox.
Does the AI send emails on its own?
Never. It reads the email and fills in a draft. Only a person at your agency can approve a document, and only after confirming the recipient.
Is the certificate an ACORD form?
No. It is a generic “Certificate of Insurance (DRAFT)” layout. Some certificate holders ask for a specific form, so check what they accept.
Does it connect to my agency management system?
Not yet. Staff type the policy details into the draft, and the insureds and policies you enter are saved so you can pick them next time.
Can my staff use it?
Yes. The owner invites staff members, and both owners and staff can review and approve drafts. Billing and data deletion stay with the owner.
What happens to my data if I leave?
You can download it and delete your whole agency from Settings at any time. Deleting also cancels your subscription.
Early access
Join the waitlist
Tell us a little about your agency. We open to a few agencies at a time and reach out to the ones we can help most first.
- You tell us about your agency. It takes a minute.
- We email you when your spot opens.
- We help you set up your forwarding address.
Spend less time typing certificates.
Join the waitlist and we will set your agency up as soon as a spot opens.