AI-Powered Data & Insights
Connect all your data to uncover insights, track real-time metrics, and automatically spot trends.
Opportunities
Automatically discover and surface valuable business opportunities hidden within your data. Our AI algorithms analyze patterns, customer behaviors, and market trends to identify potential growth areas, cross-sell possibilities, and revenue optimization strategies.
Opportunities
Automatically discover and surface valuable business opportunities hidden within your data. Our AI algorithms analyze patterns, customer behaviors, and market trends to identify potential growth areas, cross-sell possibilities, and revenue optimization strategies.
Production Insights
Gain comprehensive visibility into your operational data through our advanced AI-powered analytics platform. Ask questions in natural language and receive instant, actionable insights that help you understand performance trends, identify bottlenecks, and make data-driven decisions.
Production Insights
Gain comprehensive visibility into your operational data through our advanced AI-powered analytics platform. Ask questions in natural language and receive instant, actionable insights that help you understand performance trends, identify bottlenecks, and make data-driven decisions.
Predictions & Forecasting
Leverage advanced machine learning models to forecast future trends and anticipate market changes. Our predictive analytics tools help you make proactive decisions, optimize resource allocation, and stay ahead of industry developments.
Predictions & Forecasting
Leverage advanced machine learning models to forecast future trends and anticipate market changes. Our predictive analytics tools help you make proactive decisions, optimize resource allocation, and stay ahead of industry developments.
Pre-built dashboard templates.
Executive, Sales, Operations, and Producer Scorecards, fully populated dashboards ready to use on day one. Customize as your agency grows.
Pre-built dashboard templates.
Executive, Sales, Operations, and Producer Scorecards, fully populated dashboards ready to use on day one. Customize as your agency grows.
No-code dashboard builder.
Build any KPI, chart, or table without writing SQL, or describe what you want and let the AI build the chart for you. Drag, drop, ship.
No-code dashboard builder.
Build any KPI, chart, or table without writing SQL, or describe what you want and let the AI build the chart for you. Drag, drop, ship.
360 Dashboards
Access comprehensive, real-time performance metrics across your entire organization through intuitive, customizable dashboards. Track KPIs, monitor team productivity, and analyze business health with dynamic visualizations and drill-down capabilities.
360 Dashboards
Access comprehensive, real-time performance metrics across your entire organization through intuitive, customizable dashboards. Track KPIs, monitor team productivity, and analyze business health with dynamic visualizations and drill-down capabilities.
Trends & Anomalies
Stay ahead of market changes with sophisticated trend analysis and anomaly detection. Our platform continuously monitors your data streams, alerting you to significant patterns, potential risks, and unusual activities that require attention or present new opportunities.
Trends & Anomalies
Stay ahead of market changes with sophisticated trend analysis and anomaly detection. Our platform continuously monitors your data streams, alerting you to significant patterns, potential risks, and unusual activities that require attention or present new opportunities.
Common questions
Do I have to build dashboards from scratch?
No. Pre-built templates for Executive, Sales, Operations, and Producer Scorecards are ready on day one, customize as your team grows.
What data does it pull from?
Live sync from Applied Epic and AMS360, clients, policies, lines, premiums, retention, carriers, activities, plus your loss runs and document extractions.
Can I build my own KPI?
Yes. Build any KPI, chart, or table you can describe, no SQL, no IT ticket. Or describe it to the AI and let it build the chart for you.
What about forecasting and opportunities?
Built in. AI forecasts premium trends, retention, and carrier mix, and automatically surfaces cross-sell gaps, declining accounts, and at-risk renewals.
Can I share dashboards with leadership?
Yes, with role-based permissions, exportable views, and a shared dashboard library so your agency works from one set of numbers.
Common questions
Do I have to build dashboards from scratch?
No. Pre-built templates for Executive, Sales, Operations, and Producer Scorecards are ready on day one, customize as your team grows.
What data does it pull from?
Live sync from Applied Epic and AMS360, clients, policies, lines, premiums, retention, carriers, activities, plus your loss runs and document extractions.
Can I build my own KPI?
Yes. Build any KPI, chart, or table you can describe, no SQL, no IT ticket. Or describe it to the AI and let it build the chart for you.
What about forecasting and opportunities?
Built in. AI forecasts premium trends, retention, and carrier mix, and automatically surfaces cross-sell gaps, declining accounts, and at-risk renewals.
Can I share dashboards with leadership?
Yes, with role-based permissions, exportable views, and a shared dashboard library so your agency works from one set of numbers.
Common questions
Do I have to build dashboards from scratch?
No. Pre-built templates for Executive, Sales, Operations, and Producer Scorecards are ready on day one, customize as your team grows.
What data does it pull from?
Live sync from Applied Epic and AMS360, clients, policies, lines, premiums, retention, carriers, activities, plus your loss runs and document extractions.
Can I build my own KPI?
Yes. Build any KPI, chart, or table you can describe, no SQL, no IT ticket. Or describe it to the AI and let it build the chart for you.
What about forecasting and opportunities?
Built in. AI forecasts premium trends, retention, and carrier mix, and automatically surfaces cross-sell gaps, declining accounts, and at-risk renewals.
Can I share dashboards with leadership?
Yes, with role-based permissions, exportable views, and a shared dashboard library so your agency works from one set of numbers.
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