Insurance Agencies
The private AI built for insurance agencies.
Train on carrier guidelines, binding authority, and underwriting reference. Then add property and FEMA flood lookups when your team needs them.
Producer Q&A
Producers get instant answers from carrier guidelines and the firm's own playbooks. No more digging through PDFs or pinging a senior agent for the same question twice.
- Binding-authority lookups
- Coverage Q&A
- Producer onboarding ramp
- Bilingual reference docs supported
Carrier guidelines indexed
Drop in PDFs from each carrier and we keep them current. When a guideline updates, the index refreshes and answers cite the new paragraph.
- PDF and scanned PDF support
- Re-indexed on update
- Per-carrier filters
- Citations to the exact paragraph
Property lookup
Pull instant U.S. property data for due diligence and underwriting without leaving the platform. Useful for new submissions, mid-term reviews, and renewals alike.
- Assessed value
- Ownership
- Building characteristics
- Nearest fire station
FEMA flood maps
Interactive flood-zone maps for any U.S. address. Capture a snapshot for the file and move on, instead of bouncing through external lookup tools.
- Zone designation
- Risk profile
- Map snapshot for files
- Address lookup with autocomplete
CRM for clients & policies
Track every client and every policy in one place. Activity history and linked documents stay tied to the record, not buried in inboxes.
- Client and policy records
- Renewal calendar
- Activity history
- Linked documents
Renewal tracking
Surface what's expiring before clients call. Producers see their own book of renewals and managers see the rollups across the agency.
- 30/60/90 day windows
- Status-mix dashboards
- Email digests
- Producer-level rollups
How a typical agency rolls it out
Most agencies are running on real questions inside the first month. The rollout splits into bite-sized weeks so producers ramp without slowing down day-to-day work.
- Week 1 — upload carrier guides + producer playbook
- Week 2 — onboard producers
- Week 3 — turn on property + flood pack
- Week 4 — first renewal cohort live
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.
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.
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.