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Insurance Agency Tools & Resources

Powerful tools designed specifically for modern insurance agencies looking to scale with intelligence.

Main Functionality - The Modules

Our platform is structured as a modular system, allowing your agency to adopt the features that are most relevant to your needs.

1. Copilot: The Agent's Personal Assistant

This module acts as an intelligent assistant directly within the agent's workflow. It focuses on automating complex, knowledge-based tasks.

Functionality:

  • Workflow Automation: Delegate multi-step tasks to the AI, such as preparing for a renewal by having the AI review the current policy, flag changes, and draft a client email.
  • Quote & Contract Comparison: Provide two or more documents (e.g., a current policy and a new quote), and the AI will analyze them side-by-side to identify key differences and potential coverage gaps.
  • Policy Document Analysis (Drag-and-Drop Q&A): Drag a policy document (like a 100-page PDF) into the interface and ask questions in plain language, such as "What is the water backup deductible?" The AI finds and delivers the answer instantly.
Copilot Assistant
Unified Service

2. Unified Service & Ticketing System

This module acts as an AI-powered central hub for managing all client service requests, making the process more efficient and collaborative.

Functionality:

  • Unified Inbox: Aggregates customer requests from multiple channels (email and phone calls) into a single, shared workspace.
  • AI-Powered Triage: Automatically reads incoming emails and analyzes phone call transcripts, then summarizes the request, identifies key action items, and drafts a response for review and approval.
  • Automated Certificate of Insurance (COI) Generation: Identifies requests for COIs, generates the certificate based on policy data, and presents it for final review before sending.

3. 24/7 Self-Serve Customer Support

This module allows agencies to offer their clients round-the-clock support without requiring human intervention for common requests.

Functionality:

  • Voice AI: Answers inbound phone calls, understands insurance-specific needs, collects customer information, triages requests (e.g., "I need a new auto ID card"), and handles First Notice of Loss (FNOL) for new claims.
  • Email AI: Monitors an inbox (like service@agency.com), understands incoming email requests, and handles them automatically or routes them to the appropriate human agent.
  • Web Chat: A 24/7 chatbot on the agency's website for clients to interact with.
24/7 Support
Data Intelligence

4. Data & Document Intelligence

This is the underlying engine that powers the other modules. It focuses on using Generative AI to manage and analyze unstructured data like policy documents.

Functionality:

  • Generative AI Search: Query your entire database of policy documents and contracts to find specific information quickly.
  • Insight Extraction: The AI connects information across multiple documents to provide holistic insights (e.g., reviewing an auto, home, and umbrella policy for the same client to identify a critical gap in coverage).
  • Privacy and Security: Your agency's data is kept private, encrypted, and is not used to train models for other customers.

UI & Navigation Philosophy

Our platform is not about being a single, massive application where users spend their entire day. Instead, it's about integration and augmentation.

Integrated, Not Isolated

Designed to work with all your favorite tools through:

  • Web-based dashboard for managing unified ticketing and analytics
  • Add-in or extension within email clients (Microsoft Outlook and Google Workspace)
  • Integration panel within existing AMS or CRM (like Salesforce or HubSpot)

Action-Oriented

The UI is focused on tasks and actions. An incoming email is not just displayed; it is summarized with clear "action items" and a pre-drafted "reply" button.

Simplicity and Natural Language

The primary mode of interaction is conversational. Instead of clicking through complex menus, simply ask a question. The drag-and-drop functionality for document analysis further simplifies the process.

Want Early Access?

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