for insurance brokerages

Renewals slip every quarter.Producers spend renewal season chasing loss runs, retyping carrier submissions, and answering the same E&O question twice — every account, every quarter.

the fix

Hire AI Specialistsfor your brokerage.

Specialists draft Carrier Submission Packets, renewal outreach, and account summaries — citing your Applied or Vertafore exports, loss runs, and policy docs. They ask for producer sign-off in your Mailbox before anything reaches a carrier.

Start a pilotTalk to a producer

early-access pilot · 30-day money-back (if usage <25%) · E&O-aware

📋
Renewal Submission
📄
COI Issuer
🔍
Loss Run Reviewer
Submission Drafter
Carrier Appetite
Endorsement Drafter

Built with AI · taught by humans · trained on the world

meet a specialist

What it sounds liketo hire one.

Every Specialist introduces themselves the same way — what they do, where they pull from, and who signs off. Here's the Renewal Submission Specialist introducing itself to an independent brokerage.

“Every action passes through the Mailbox first.”
#
renewals
· slack · midwest brokers
live
👤
Marcuscommercial producer8:23am
Morning — Acme Logistics general liability renews in 45 days. Need a carrier submission packet by EOD Thursday.
📬
Renewal Submission Specialistinsurance8:23am
Pulled Acme's expiring policy and 3-year loss run from your Vertafore export. Drafted the Carrier Submission Packet for Travelers, Hartford, and Liberty Mutual — with the loss summary, exposure schedule, and supplemental questionnaire pre-filled from policy docs. Ready for your sign-off before anything ships to carriers.
Vertafore exportLoss runsPolicy docsCarrier appetite guides
📬
needs sign-off
Carrier Submission Packet · 3 carriers

who this is for

Every brokerage.Solo producer to regional house.

Same Specialists. Same pilot offer. Same E&O-aware posture. The price scales with the book — not the gate.

Who this is for

  • Brokerages — independent, regional, or top-50 national
  • Any AMS — Applied, Vertafore, Hawksoft, AgencyZoom. Or none yet.
  • Drowning in renewal season, carrier submissions, or COI requests
  • Need an audit trail that holds up against E&O claims

We work alongside

  • Applied Epic, Vertafore, Hawksoft
    Specialists work from the exports your AMS already produces — no rip-and-replace.
  • AgencyZoom, Better Agency, Indio
    Keep your marketing and CRM stack. Specialists handle the work around it.
  • Carrier portals, Surefyre, Tarmika
    Specialists plug into your submission flow via the Mailbox.
  • Cluster / aggregator procurement
    Enterprise tier ships with custom DPA + dedicated AWS tenant.

what a pilot looks like for a small brokerage

One pilot. 30-day money-back.Risk's on our side.

Less than one renewal that slips. The 30-day money-back means a solo producer can try this without anyone in finance hearing about it.

Solo producer, ten-producer house, or a regional top-50 — same pilot, same money-back, same E&O posture. We scale to fit.

Pilot
one specialist
10d
target go-live
30d
money-back

how it works

Five steps.From install to upgrade.

  1. step 01

    Browse the Library

    Pick a Specialist tuned for insurance. Each one has a name, a role, and the data sources they pull from.

  2. step 02

    Teach them with Knowledge

    Drop in your producer SOPs, carrier appetite guides, COI templates, prior submissions. Specialists cite from your knowledge in every reply.

  3. step 03

    Put them on Connections

    Slack, Outlook, Teams, Gmail — connect once. Specialists work where your producers already work.

  4. step 04

    Approve in the Mailbox

    When a Specialist needs sign-off — sending a carrier submission, issuing a COI — they ask in your Mailbox first.

  5. step 05

    Get sharper over time

    We retrain Specialists continuously. Your install shows "update available" when a sharper version ships — apply, skip, or fork.

  6. shipped to your install →

the insurance library

Three Specialists.Drawn from the work you do every day.

We're shipping the highest-pain workflows first — Renewal Submission is live, COI Issuer and Loss Run Reviewer follow.

📋
live

Renewal Submission Specialist

Drafts Carrier Submission Packets. Pulls expiring policy and loss runs from your Applied or Vertafore exports, pre-fills supplementals, asks the producer for sign-off in the Mailbox.

See it in the library
📄
next up

COI Issuer Specialist

Drafts certificates of insurance from policy details and the requestor’s holder language. Surfaces additional-insured and waiver issues for producer review before issuing.

🔍
coming soon

Loss Run Reviewer

Reads 3- and 5-year loss runs, surfaces frequency and severity patterns, drafts the loss summary that goes into every submission.

paired workflows · quarterly renewal pipeline · monthly book audit

  • Applied / Vertafore exports
  • Loss runs
  • Producer SOPs
  • Carrier appetite
  • Google Drive
  • SharePoint
  • Slack
  • Teams
  • Outlook
  • Gmail
  • SMS
  • Webhook

built for E&O defense

Client policy data stays in the AWS region by architecture.

Specialists run on AWS Bedrock with SOC 2-aligned controls (Type II audit target Q3 2026). Every carrier submission, COI, and producer sign-off logged for your E&O binder. No foundation-model training on your data.

AWS Bedrock

All inference runs on AWS Bedrock with per-org isolation. Client policy data stays in the AWS region by architecture. No foundation-model training on your data.

NPI + PII guardrails

Names, SSNs, account numbers, and producer credentials flagged, redacted, or blocked per your brokerage policy.

Audit trail for E&O claims documentation

Every carrier submission, COI issued, and producer sign-off logged with timestamps. Documentation tool — not a substitute for proper underwriting practices, producer licensure, or E&O insurance coverage.

SOC 2-aligned

SOC 2-aligned controls (Type II audit target Q3 2026). NAIC AI bulletin–aware. State producer-licensing scope respected — AI Specialists support producers, never replace them.

Read the insurance security overview

pricing

After the pilot.Brokerage tiers built for insurance.

Start with a pilot. After 30 days, convert into a Practice tier or walk away money-back — your call.

Starter

For solo professionals standing up their first Specialist.

Early access
  • 3 Specialists included
  • 4 channels: web chat, email, Slack, webhook
  • Google Drive, Notion, Web crawler connectors
  • Email support, 30-day audit log export
Request an invite
most popular

Practice

For small teams that need compliance controls, SSO, and the Studio.

Early access
  • 8 Specialists included
  • 11 channels (+Teams, SMS, WhatsApp, Telegram, Discord, Messenger, GitHub)
  • +SharePoint and Confluence connectors
  • Background Runs (long async research → Mailbox)
Request an invite

Practice Plus

For multi-team orgs with SCIM, SOC 2 scans, and full Studio.

Early access
  • 20 Specialists included
  • 15 channels (+LinkedIn, Bluesky, HeyGen voice, Sentry)
  • +Salesforce connector
  • Background Runs at higher concurrency + daily caps
Request an invite

Enterprise

For groups that need dedicated AWS, custom DPA, and a named CSM.

Talkto us

custom — scoped with you

  • Dedicated AWS tenant
  • Custom DPA + audit trail suitable for E&O claims documentation
  • SSO + SCIM provisioning
  • Custom Specialists authored with you
  • Named CSM + quarterly reviews
Talk to us

start a pilot

Hire your first Specialistbefore the next renewal.

Early-access pilot. 30-day money-back (if usage <25% of bundle). E&O-aware. We get you live in 10 days — or you walk away, no charge.

Live in 10 days
E&O-documentation audit trail
30-day money-back (<25%)
Request an inviteTalk to a brokerage owner