Documents that read themselves.

Loss runs, ACORDs, policies, certificates: drop them in. Vault extracts the data, classifies the document, and makes every page searchable and chattable.

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Chat with any document.

Ask coverage questions, summarize policies, or pull a specific clause out of a 200-page form, without ever opening the PDF. Every answer cites the source page so you can verify before you act.

Chat with any document.

Ask coverage questions, summarize policies, or pull a specific clause out of a 200-page form, without ever opening the PDF. Every answer cites the source page so you can verify before you act.

Files from your AMS, automatically.

Two-way sync with Applied Epic, AMS360, HawkSoft, ImageRight and Nexsure pulls every attachment, activity, and document into Vault, no double-upload, no missing context.

Files from your AMS, automatically.

Two-way sync with Applied Epic, AMS360, HawkSoft, ImageRight and Nexsure pulls every attachment, activity, and document into Vault, no double-upload, no missing context.

Share files and folders with your team.

Granular view/edit permissions at the file or folder level, with audit-ready access logs. Account teams see what they need; sensitive documents stay locked down.

Share files and folders with your team.

Granular view/edit permissions at the file or folder level, with audit-ready access logs. Account teams see what they need; sensitive documents stay locked down.

Share chat conversations.

Share an entire AI conversation about a document with view or edit permissions, perfect for handoffs between producers and CSRs, or briefing leadership without re-running the analysis.

Share chat conversations.

Share an entire AI conversation about a document with view or edit permissions, perfect for handoffs between producers and CSRs, or briefing leadership without re-running the analysis.

Comprehensive file & folder management.

Drag-and-drop uploads, nested folders, bulk operations, full-text search across millions of documents, and version history. File management that actually keeps up with how an agency runs.

Comprehensive file & folder management.

Drag-and-drop uploads, nested folders, bulk operations, full-text search across millions of documents, and version history. File management that actually keeps up with how an agency runs.

Common questions

What can I store in Vault?

Any document your agency works with, quotes, policies, loss runs, applications, BOR letters, proposals, certificates, AMS attachments. PDF, DOC/DOCX, XLS/XLSX, images, and more.

Can I chat with my documents?

Yes. Ask coverage questions, summarize policies, or pull a specific clause from a 200-page form, every answer cites the source page so you can verify before you act.

Does it sync with my AMS?

Yes. Two-way sync with Applied Epic, AMS360, and HawkSoft pulls every attachment, activity, and document into Vault automatically, no double-upload.

Can I share files with my team?

Yes, with granular view/edit permissions at the file or folder level. You can also share an entire chat conversation about a document, perfect for handoffs between producers and CSRs.

How do I find a specific document?

Full-text search across millions of documents, plus folder browsing, sorting, and filtering. Find any quote, policy, or BOR letter in seconds.

Common questions

What can I store in Vault?

Any document your agency works with, quotes, policies, loss runs, applications, BOR letters, proposals, certificates, AMS attachments. PDF, DOC/DOCX, XLS/XLSX, images, and more.

Can I chat with my documents?

Yes. Ask coverage questions, summarize policies, or pull a specific clause from a 200-page form, every answer cites the source page so you can verify before you act.

Does it sync with my AMS?

Yes. Two-way sync with Applied Epic, AMS360, and HawkSoft pulls every attachment, activity, and document into Vault automatically, no double-upload.

Can I share files with my team?

Yes, with granular view/edit permissions at the file or folder level. You can also share an entire chat conversation about a document, perfect for handoffs between producers and CSRs.

How do I find a specific document?

Full-text search across millions of documents, plus folder browsing, sorting, and filtering. Find any quote, policy, or BOR letter in seconds.

Common questions

What can I store in Vault?

Any document your agency works with, quotes, policies, loss runs, applications, BOR letters, proposals, certificates, AMS attachments. PDF, DOC/DOCX, XLS/XLSX, images, and more.

Can I chat with my documents?

Yes. Ask coverage questions, summarize policies, or pull a specific clause from a 200-page form, every answer cites the source page so you can verify before you act.

Does it sync with my AMS?

Yes. Two-way sync with Applied Epic, AMS360, and HawkSoft pulls every attachment, activity, and document into Vault automatically, no double-upload.

Can I share files with my team?

Yes, with granular view/edit permissions at the file or folder level. You can also share an entire chat conversation about a document, perfect for handoffs between producers and CSRs.