Reporting & Lookups
Reporting that rolls up to whatever your team owns.
Configurable, industry-aware dashboards across your book. Track renewal cycles, status mix, and monthly trends — and, for insurance, built-in property and FEMA flood lookups.
Industry-aware dashboards
Your dashboard adapts to your industry out of the box — KPIs, labels, and quick actions change for insurance, legal, financial services, and more. Admins choose which widgets each team sees and the order they appear in.
- Industry-aware KPIs and labels
- Show, hide, and reorder widgets
- Quick-action tiles you choose
- Renewals, activity, policy mix, and open tasks
Renewals & key dates
Surface what's expiring this month before the client calls. Renewal windows, status-mix breakdowns, and month-over-month trends roll up across your whole book.
- Renewal windows (30 / 60 / 90 day)
- Status-mix breakdowns
- Month-over-month trends
- Premium by carrier and policy type
Built-in insurance data tools
Insurance teams get data lookups built in: pull Massachusetts property records, check FEMA flood zones for any U.S. address, find the nearest fire station, and auto-fill a carrier application worksheet from the results. More states and verticals are rolling out.
- Massachusetts property data (value, ownership, characteristics)
- FEMA flood-zone maps for any U.S. address
- Nearest fire-station lookup
- Auto-filled application worksheet
Ask your book in plain English
Skip the report builder for the everyday questions. Ask the assistant “which clients renew in the next 30 days?” or “what's my premium by carrier?” — it reads your live records, answers with the numbers, and can turn the answer into tasks with your approval.
- Ask renewal, status, and book questions in chat
- Answers cite the records they used
- Turn findings into tasks — with approval
- Print-ready pages for the boardroom
Built 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.
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.