Private AI for document-heavy teams
Turn your team's documents into instant answers.
AgencyOver is a private AI assistant trained on your own SOPs, manuals, and reference materials — connected to the CRM, records, and reporting your team already uses. Ask a question in plain English. Get an answer with the source attached.
No credit card. Your data is never used to train shared models.
Source preview · Carrier-X Underwriting Guide.pdf
§4.2 Commercial Auto Binding Authority. Producers may bind up to $1M combined single limit on commercial auto for risks under $5M total revenue, with no prior losses in the past 24 months. All other risks must be referred to underwriting prior to bind.
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.
Three steps. Then your team stops searching folders.
Upload your knowledge.
Drop in PDFs, Word docs, scanned manuals, training decks, vendor guidelines. AgencyOver reads them, indexes them, and keeps them 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 carrier covers short-term rentals in Florida?” “What's the credentialing checklist for a new provider?” The assistant answers, and shows the exact paragraph it pulled from.
Your data stays your data.
Per-tenant isolation. No shared training. No cross-account leakage. You own the documents, the conversations, and the embeddings.
Tenant: acme-agency
- Documents — isolated bucket
- Embeddings — isolated index
- Conversations — isolated history
A knowledge layer, plus the tools to act on what it finds.
Private AI Knowledge
Your assistant, trained only on your materials. Answers come with source citations and full conversation history. Built on isolated per-tenant storage.
Learn moreRecords & CRM
Custom fields, linked records, activity history. Configurable to whatever entity your team tracks — clients, matters, patients, accounts. The AI sees the records too.
Learn moreReporting & Lookups
Configurable rollups across your book. Track renewal cycles, status mix, and monthly trends. Optional industry packs add specialized lookups (property data, flood maps, payer policies).
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 moreHealthcare Admin
“What's the credentialing checklist for a new behavioral-health provider?”
Practice manuals, payer policies, billing rules. New staff ramp in days instead of months.
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.
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. HIPAA-aligned configurations available on request. DPA on request.
Questions teams ask before they sign.
Stop searching folders. Start asking your AI.
A 20-minute walkthrough on your documents. No slideware, no scripted demo — your real questions, your real answers.