Your AI-powered insurance expert.
Ask anything about coverages, exclusions, ISO/ACORD forms, NCCI class codes and get cited, plain-English answers in seconds.
Prospect research in seconds.
Drop in a company name, website, or domain and get a complete prospect profile back: industry, NAICS code, locations, leadership, recent news, typical exposures, and which carriers have appetite. Walk into every new business meeting fully prepped, without spending an hour on Google.
Prospect research in seconds.
Drop in a company name, website, or domain and get a complete prospect profile back: industry, NAICS code, locations, leadership, recent news, typical exposures, and which carriers have appetite. Walk into every new business meeting fully prepped, without spending an hour on Google.
Build your own custom forms.
Need a renewal questionnaire, a prospect intake form, or an application for a niche class of business? Tell the Assistant what you need and get a clean, structured form back, ready to send to the client or drop into your workflow.
Build your own custom forms.
Need a renewal questionnaire, a prospect intake form, or an application for a niche class of business? Tell the Assistant what you need and get a clean, structured form back, ready to send to the client or drop into your workflow.
Train new employees faster.
New producers and CSRs get a senior insurance expert on demand. Ask about coverage forms, ISO endorsements, NCCI class codes, state requirements, carrier appetite, or "what's the difference between HO-3 and HO-5?" Answers come back with citations, so the team learns the source as they go.
Train new employees faster.
New producers and CSRs get a senior insurance expert on demand. Ask about coverage forms, ISO endorsements, NCCI class codes, state requirements, carrier appetite, or "what's the difference between HO-3 and HO-5?" Answers come back with citations, so the team learns the source as they go.
Save hours doing deep research.
Agentic mode handles multi-step research that used to eat an afternoon. Comparing five carriers for a tough class, summarizing a state's recent regulation changes, pulling coverage analysis across an entire account. One question in, a full report out.
Save hours doing deep research.
Agentic mode handles multi-step research that used to eat an afternoon. Comparing five carriers for a tough class, summarizing a state's recent regulation changes, pulling coverage analysis across an entire account. One question in, a full report out.
Built-in prompt library.
Pre-built prompts for the questions agents ask most, coverage comparisons, regulatory requirements, carrier appetite searches, ISO/NCCI lookups, so new producers ramp up in days, not months.
Built-in prompt library.
Pre-built prompts for the questions agents ask most, coverage comparisons, regulatory requirements, carrier appetite searches, ISO/NCCI lookups, so new producers ramp up in days, not months.
Common questions
What kind of prospect research can the Assistant do?
Give it a company name, website, or domain and it pulls together industry classification (NAICS/SIC), business description, leadership, locations, recent news, typical exposures for that class of business, and which carriers tend to have appetite. Perfect prep for a first sales call.
Can I really build my own custom intake or renewal forms?
Yes. Describe the form you need (a renewal questionnaire for a restaurant, a prospect intake for a contractor) and the Assistant builds a structured, field-by-field form you can send to your client immediately.
How does the Assistant help train new hires?
Producers and CSRs can ask anything: coverage types, ISO endorsement numbers, NCCI class codes, state-specific requirements, carrier appetite, exclusions, or the difference between two policy forms. Every answer comes back with citations so new hires can verify and learn the source, not just the answer.
What is "deep research" mode?
Agentic mode runs multi-step research on complex questions. It plans the steps, executes them across multiple sources, and returns a full report. Things like comparing carriers for a tough class, summarizing state regulation changes, or pulling coverage analysis across an entire account take minutes instead of hours.
Is my research private and secure?
Yes. Every conversation stays inside your agency's workspace. Nothing is used to train external models, and only people you explicitly share with can see the conversation or the resulting report.
Common questions
What kind of prospect research can the Assistant do?
Give it a company name, website, or domain and it pulls together industry classification (NAICS/SIC), business description, leadership, locations, recent news, typical exposures for that class of business, and which carriers tend to have appetite. Perfect prep for a first sales call.
Can I really build my own custom intake or renewal forms?
Yes. Describe the form you need (a renewal questionnaire for a restaurant, a prospect intake for a contractor) and the Assistant builds a structured, field-by-field form you can send to your client immediately.
How does the Assistant help train new hires?
Producers and CSRs can ask anything: coverage types, ISO endorsement numbers, NCCI class codes, state-specific requirements, carrier appetite, exclusions, or the difference between two policy forms. Every answer comes back with citations so new hires can verify and learn the source, not just the answer.
What is "deep research" mode?
Agentic mode runs multi-step research on complex questions. It plans the steps, executes them across multiple sources, and returns a full report. Things like comparing carriers for a tough class, summarizing state regulation changes, or pulling coverage analysis across an entire account take minutes instead of hours.
Is my research private and secure?
Yes. Every conversation stays inside your agency's workspace. Nothing is used to train external models, and only people you explicitly share with can see the conversation or the resulting report.
Common questions
What kind of prospect research can the Assistant do?
Give it a company name, website, or domain and it pulls together industry classification (NAICS/SIC), business description, leadership, locations, recent news, typical exposures for that class of business, and which carriers tend to have appetite. Perfect prep for a first sales call.
Can I really build my own custom intake or renewal forms?
Yes. Describe the form you need (a renewal questionnaire for a restaurant, a prospect intake for a contractor) and the Assistant builds a structured, field-by-field form you can send to your client immediately.
How does the Assistant help train new hires?
Producers and CSRs can ask anything: coverage types, ISO endorsement numbers, NCCI class codes, state-specific requirements, carrier appetite, exclusions, or the difference between two policy forms. Every answer comes back with citations so new hires can verify and learn the source, not just the answer.
What is "deep research" mode?
Agentic mode runs multi-step research on complex questions. It plans the steps, executes them across multiple sources, and returns a full report. Things like comparing carriers for a tough class, summarizing state regulation changes, or pulling coverage analysis across an entire account take minutes instead of hours.
Is my research private and secure?
Yes. Every conversation stays inside your agency's workspace. Nothing is used to train external models, and only people you explicitly share with can see the conversation or the resulting report.
Ready to Transform Your Agency?
Ready to Transform Your Agency?
Ready to Transform Your Agency?
The #1 AI platform for insurance. 250+ agencies. Purpose-built workflows. Enterprise security.
The #1 AI platform for insurance. 250+ agencies. Purpose-built workflows. Enterprise security.
The #1 AI platform for insurance. 250+ agencies. Purpose-built workflows. Enterprise security.
Platform