Solutions
One platform. Built for any team that lives in documents.
AgencyOver started in insurance and now powers teams across legal, financial services, and beyond.
Built 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.
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.