# How SageSure uses Lorikeet

As published on [lorikeetcx.ai](https://www.lorikeetcx.ai/customer-stories/how-sagesure-keeps-its-operations-team-in-the-drivers-seat-with-lorikeet). Captured by usedby on 2026-10-08.

- Company: [SageSure](https://www.usedby.ai/companies/sagesure.md)
- Tool: [Lorikeet](https://www.usedby.ai/tools/lorikeet.md)
- Teams: Service, New Business Onboarding

## What the story says

SageSure, a home insurer, uses Lorikeet to handle producer emails: tagging and routing them, answering common questions, and taking action on policies such as updating alarm certificates and processing cancellations through its policy administration system. Requests outside set rules are passed to a person.

Summary written by usedby from the source page, in English. The figures are those of Lorikeet and SageSure, not ours.

> Alarm certificates were one of the first. When a producer sells a policy with an alarm discount, they must send SageSure proof within 30 days. "All of these alarm certificates look the same," Pete says. "We should be able to teach Lorikeet to review the document, go into the policy, update it, and send an email."

> The rules are all built in, and the steps that Lorikeet is taking are the exact same steps that would have been executed if it was done by a person.
>
> Pete Rizzo, AVP, Service and New Business Onboarding Optimization

## What usedby checked

We compared the story with its live page on 2026-10-08.

- Checked: the passage quoted above is copied word for word from the page, near the name of SageSure.
- Checked: SageSure uses Lorikeet. Confirmed line. Latest check across sources: 2026-10-08.
- Not checked: the result itself. We quote it; we did not measure it.

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Source: https://www.usedby.ai/case-studies/sagesure-lorikeet · How we check: https://www.usedby.ai/methodology