Private AI for document-heavy teams
Bring AI to your business — without the heavy lift.
AgencyOver is a fully hosted private AI assistant, sealed inside your own tenant. Nothing to deploy into your systems, nothing to manage. It turns your team's documents into instant answers — then drafts notes and creates tasks, with your approval on every change.
No credit card. Fully hosted in your own private tenant. Your data never trains shared models.
Used by teams that can't afford to guess.
Your team already has the answers.
They're just buried.
Tribal knowledge.
New hires ramp by interrupting senior staff. The senior staff stop getting work done.
Document sprawl.
SOPs in SharePoint, manuals in Drive, carrier guidelines in email. Nobody knows the current version.
Generic AI doesn't help.
ChatGPT doesn't know your vendors, your policies, or how your team actually does the job — and it can't see a single client or take one task off your plate.
Three steps to an assistant that answers — and acts.
Connect your knowledge and your book.
Drop in PDFs, Word docs, scanned manuals, training decks, and vendor guidelines — then point the assistant at the clients, policies, and tasks your team already tracks. AgencyOver reads it all and keeps it under your tenant only.
Knowledge library
- Carrier-X Underwriting Guide.pdfIndexed
- Producer Playbook 2026.pdfIndexed
- FEMA Flood Reference.docxIndexed
- New-Hire SOP — onboarding.pdfIndexed
Ask in plain English.
“What's our refund policy for clients past 90 days?” “Which clients renew this month?” “Which products are approved for this risk tier?” The assistant answers, and shows the exact paragraph or record it pulled from.
Let it do the work.
It drafts client notes, creates and assigns tasks, and surfaces the renewals coming due. Nothing is written until a person clicks Confirm — you stay in control of every change.
Proposed action · needs your approval
Create task · Call Rivera Logistics
Renewal in 6 days · assigned to you · due Jul 11
A knowledge layer, plus the tools to act on what it finds.
Agentic AI assistant
Trained on your documents and connected to your live records. It answers with citations, pulls up renewals and client history, and drafts notes or creates tasks — proposing every change for your one-click approval.
Learn moreRecords & task board
Clients, policies, notes, and a drag-and-drop task board — relabeled automatically for your industry (matters, accounts, and more). Custom fields, linked records, activity history. The assistant reads and updates them.
Learn moreReporting & lookups
Configurable dashboards and rollups across your book — renewal cycles, status mix, and monthly trends. Insurance teams add Massachusetts property data and FEMA flood lookups.
Learn moreBuilt for any team that lives in documents.
Insurance Agencies
“What's the binding authority for Carrier X on commercial auto?”
Train on carrier guidelines, underwriting rules, and producer playbooks. Optional industry pack adds property and FEMA flood lookups.
Read moreLegal & Compliance
“Show me our retention policy for client engagement letters.”
Firm SOPs, regulatory references, and internal precedent libraries. Paralegals and associates query the firm's own knowledge in seconds.
Read moreFinancial Services
“Which products are approved for clients in this risk tier?”
Compliance references, product manuals, and advisor playbooks. Answers grounded in approved firm materials, not the open internet.
Read moreDon't see your industry?
AgencyOver is document-agnostic. If your team runs on PDFs, manuals, and reference materials, it fits.
See how we approach new verticalsBuilt so your most sensitive documents can live here.
Tenant isolation
Your documents, conversations, and embeddings live in a workspace only your team can reach.
Encryption in transit and at rest
TLS 1.3 in transit, AES-256 at rest, on isolated cloud storage.
Citations on every answer
No floating claims. Every response links to the exact source paragraph.
You approve every write
The assistant proposes actions — a task, a note — and waits for a human to confirm before anything changes.
Never used to train shared models
Your data is never used to train models that touch any other customer.
Compliance-ready
SOC 2 Type II in progress. DPA on request.
Questions teams ask before they sign.
Stop searching folders. Put your AI to work.
A 20-minute walkthrough on your own documents and your own book. No slideware, no scripted demo — your real questions, your real answers, and the follow-up work it can tee up for you.