01 / Agency knowledge
Curate the source material
Agency admins upload the carrier guides and procedures they want the team to use. Document selection, permissions to share the material, and updates remain your agency’s responsibility.
Agency knowledge
A starting point in your own documents.
Help CSRs and producers find the agency guidance they need.
02 / Agency knowledge
Ask, then verify
Ask a plain-language question. Answers can include document names and page references when retrieved context is available. References are aids for checking the original, not a guarantee that an answer is correct or complete.
03 / Agency knowledge
Keep decisions with your team
AI output may be incomplete or wrong. Coverage, underwriting, compliance, and binding decisions remain with qualified staff and the carrier. AgencyOver does not independently confirm that a document is current.
04 / Agency knowledge
Scope access before uploading
Workspaces are scoped by tenant. The current knowledge search is shared within the agency; it is not a separate permission group for each producer or client. Start your knowledge library with non-sensitive agency reference material.
One workspace for agency knowledge and everyday follow-up.
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