Security & data
Concrete controls and current limits to discuss before uploading agency material.
01 / Security & data
Application queries are scoped by tenant. AgencyOver supports password sign-in and optional, configured Microsoft 365 sign-in. Tenant admins manage users; platform administrators have support and operational access, including an impersonation workflow.
02 / Security & data
The current assistant searches a shared agency knowledge library. Do not treat producer assignment, client tags, or resource folders as separate document permission groups. Decide which material is appropriate for all authorized workspace users before uploading it.
03 / Security & data
Relevant document content and questions are processed using external AI services, including Anthropic and Voyage AI. Application hosting, database and file storage use Vercel and Supabase. Ask us to review the applicable service terms and data requirements with your team before activating your subscription.
04 / Security & data
The assistant proposes supported tasks and notes for approval before writing them. AI answers are not coverage decisions or legal advice. Staff must verify the original source and current carrier requirements.
05 / Security & data
We do not advertise SOC 2 certification, a guaranteed uptime percentage, a dedicated database per agency, or custom group-level knowledge permissions. Contact contact@agencyover.com for a walkthrough of controls, service providers, retention requirements, and the agreement applicable to your deployment.
One workspace for agency knowledge and everyday follow-up.
See subscription pricingSee AgencyOver in action
Take a tour of the product and see how your team can use it. We’ll walk through the workspace and answer your subscription questions.
No account or payment needed.