The workflows you invent, automated.
Describe any workflow in plain English. Our AI generates the prompt, schema, and output structure for you. Save it, share it, run it across your book.
Plain-English workflow builder.
Describe any workflow your agency runs in plain English. Our AI generates the prompt, schema, and structured output, then ships it as a runnable tool. No engineers required.
Plain-English workflow builder.
Describe any workflow your agency runs in plain English. Our AI generates the prompt, schema, and structured output, then ships it as a runnable tool. No engineers required.
Test, refine, ship.
Try any new workflow on real documents before rolling it out, refine the prompt, tweak the output structure, and rerun until the output is exactly what your team needs. Nothing reaches your agency until it works.
Test, refine, ship.
Try any new workflow on real documents before rolling it out, refine the prompt, tweak the output structure, and rerun until the output is exactly what your team needs. Nothing reaches your agency until it works.
Admin-reviewed by design.
Every new workflow routes through admin review before reaching your team, so brand, compliance, and quality standards stay consistent across the agency. New workflows ship with guardrails built in.
Admin-reviewed by design.
Every new workflow routes through admin review before reaching your team, so brand, compliance, and quality standards stay consistent across the agency. New workflows ship with guardrails built in.
Branded, AMS-ready outputs.
Every run produces a downloadable artifact, comparison reports, BOR letters, certificates, proposals, styled with your agency’s brand and ready to send, attach to an email, or push straight into Applied Epic, AMS360, or HawkSoft.
Branded, AMS-ready outputs.
Every run produces a downloadable artifact, comparison reports, BOR letters, certificates, proposals, styled with your agency’s brand and ready to send, attach to an email, or push straight into Applied Epic, AMS360, or HawkSoft.
Every workflow is a team workflow.
Share any workflow with view or edit permissions, co-edit in real time, and turn your best runs into an agency-wide library, so producers, CSRs, and managers always work from the same playbook.
Every workflow is a team workflow.
Share any workflow with view or edit permissions, co-edit in real time, and turn your best runs into an agency-wide library, so producers, CSRs, and managers always work from the same playbook.
Private to your agency.
Custom workflows live in your agency’s workspace and are only shared with the people you explicitly grant access to. Your prompts, your data, your IP, never used to train models for other customers.
Private to your agency.
Custom workflows live in your agency’s workspace and are only shared with the people you explicitly grant access to. Your prompts, your data, your IP, never used to train models for other customers.
Common questions
How do I build a custom workflow?
Describe it in plain English, what goes in, what comes out, what fields matter. Our AI generates the prompt, schema, and output structure. Save it, run it, share it across your agency.
What kinds of workflows can I build?
Any agency task that takes a document in and produces a structured output, submissions intake, carrier comparisons, internal audit checks, renewal summaries, custom extractions. If you can describe it, you can build it.
Do my custom workflows stay private?
Yes. They live in your agency’s workspace and are only shared with the people you explicitly grant access to. Your prompts, your data, your IP, never used to train models for other customers.
Can I edit or fork a workflow once it’s running?
Yes. Tweak the prompt, refine the schema, change the output format, or fork it into a variant for a different line of business, all without writing code.
Can I share workflows with my team?
Yes. Grant view or edit permissions to teammates by name, and they can run the workflow from their own dashboard. Run history stays per-user.
Common questions
How do I build a custom workflow?
Describe it in plain English, what goes in, what comes out, what fields matter. Our AI generates the prompt, schema, and output structure. Save it, run it, share it across your agency.
What kinds of workflows can I build?
Any agency task that takes a document in and produces a structured output, submissions intake, carrier comparisons, internal audit checks, renewal summaries, custom extractions. If you can describe it, you can build it.
Do my custom workflows stay private?
Yes. They live in your agency’s workspace and are only shared with the people you explicitly grant access to. Your prompts, your data, your IP, never used to train models for other customers.
Can I edit or fork a workflow once it’s running?
Yes. Tweak the prompt, refine the schema, change the output format, or fork it into a variant for a different line of business, all without writing code.
Can I share workflows with my team?
Yes. Grant view or edit permissions to teammates by name, and they can run the workflow from their own dashboard. Run history stays per-user.
Common questions
How do I build a custom workflow?
Describe it in plain English, what goes in, what comes out, what fields matter. Our AI generates the prompt, schema, and output structure. Save it, run it, share it across your agency.
What kinds of workflows can I build?
Any agency task that takes a document in and produces a structured output, submissions intake, carrier comparisons, internal audit checks, renewal summaries, custom extractions. If you can describe it, you can build it.
Do my custom workflows stay private?
Yes. They live in your agency’s workspace and are only shared with the people you explicitly grant access to. Your prompts, your data, your IP, never used to train models for other customers.
Can I edit or fork a workflow once it’s running?
Yes. Tweak the prompt, refine the schema, change the output format, or fork it into a variant for a different line of business, all without writing code.
Can I share workflows with my team?
Yes. Grant view or edit permissions to teammates by name, and they can run the workflow from their own dashboard. Run history stays per-user.
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.
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