Our Story

NeonGen Systems was born from a simple realization: life insurance and annuity agencies don't need another dashboard. They need an operating partner that quietly runs the workflows they already have—email, CRM, portals, calendars—so their teams can focus on what matters.

We watched agencies struggle with NIGO rates above 30%, messy new-business processes that burned weeks per case, and early lapses that eroded commissions and triggered clawbacks. Producers and staff were drowning in admin work—jumping between email, spreadsheets, carrier portals, and sticky notes—chasing missing forms, translating cryptic carrier codes, and manually updating systems that should talk to each other. The problem wasn't a lack of tools. It was that no one was running the workflows.

So we built something different: a thin, governed automation layer that sits on top of existing systems. No rip-and-replace. No learning curve. Just AI-powered workflows that run in the background, deliver measurable outcomes, and provide audit-grade proof of impact.

Our approach rests on a four-pillar AI Operating Model: Perception – we read incoming work from email, CRM/AMS, portals, and calendar events, turning it into structured tasks and cases. Knowledge – we retrieve and apply your carrier rules, product grids, and internal SOPs using retrieval-augmented AI, so decisions are grounded in your own content. Action – we execute steps in your existing tools: updating records, sending emails, creating tasks, and moving statuses. Evidence – we log every automated step with correlation IDs and "impact receipts", giving leaders and compliance a clear view of what happened and why. This model ensures transparency, control, and trust at every stage.

We don't sell tools. We run your workflows.