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.
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 documents. They ask for producer sign-off in Approvals before anything reaches a carrier.
early-access pilot · 30-day money-back guarantee on monthly plans (14 days, pro-rated, on annual prepay) if you have used less than 25% of your included usage credit · producer sign-offs recorded
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.
who this is for
Every brokerage.Solo producer to regional house.
Same Specialists. Same pilot offer. Same producer sign-off. 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
- Want producer sign-offs and cited sources on record
We work alongside
- Applied Epic, Vertafore, HawksoftSpecialists work from the exports your AMS already produces — no rip-and-replace.
- AgencyZoom, Better Agency, IndioKeep your marketing and CRM stack. Specialists handle the work around it.
- Carrier portals, Surefyre, TarmikaSpecialists plug into your submission flow through Approvals.
- Cluster / aggregator procurementEnterprise tier ships with a custom DPA and a single-tenant or BYOC deployment.
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 producer sign-off. We scale to fit.
how it works
Five steps.From install to upgrade.
- 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.
- step 02
Teach them with Knowledge
Drop in your producer SOPs, carrier appetite guides, COI templates, prior submissions. Specialists cite your knowledge when they answer from it.
- step 03
Put them on Integrations
Slack, a phone line, your own website — connect once. Specialists work where your producers already work.
- step 04
Sign off in Approvals
When a Specialist needs sign-off — sending a carrier submission, issuing a COI — they ask in Approvals first.
- step 05
Get sharper over time
When we ship a sharper version of a Library Specialist, updates arrive on their own. Your house rules, tone, Knowledge and Integrations are never touched.
- 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.
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 Approvals.
See it in the libraryCOI 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.
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
- Uploads
- Slack
- Phone
- Web chat
- Gmail (send-only)
built for producer sign-off
Your data is stored in the United States.
Primary storage is in AWS us-east-1, with encrypted backup copies in AWS us-west-2. Specialists run on AWS Bedrock with SOC 2-aligned controls (Type II audit planned). Keeping model calls in the United States is a workspace setting. Conversation turns, cited sources, and producer sign-offs are recorded in your audit log. No foundation-model training on your data.
AWS Bedrock
All inference runs on AWS Bedrock with per-workspace isolation. Your data is stored in the United States (AWS us-east-1, with encrypted backup copies in AWS us-west-2); keeping model calls in the United States is a workspace setting. No foundation-model training on your data.
Scoped policy data
Policy files are partitioned by team and by Specialist, so a Specialist only ever retrieves what its scope allows. Social security and card numbers are blocked in both directions.
Timestamped audit trail
Conversation turns, cited sources, and producer sign-offs are recorded 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 planned). NAIC AI bulletin–aware. State producer-licensing scope respected — AI Specialists support producers, never replace them.
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.
Solo
For solos getting their first Specialist working — hire as many as you like.
- Unlimited Specialists and teams
- 10 people · 2,000 documents · 10 know-how
- Slack, a phone line, web chat, Gmail sending
- 1 call at a time · 600 transcription minutes a month
Starter
For small teams with more people, more documents and more to keep.
- Unlimited Specialists and teams
- Every channel and Knowledge source Solo has — same set
- 25 people · 10,000 documents · 25 know-how · more than 2.6× Solo’s included usage
- 1 call at a time · 1,800 transcription minutes a month
Practice
For teams that need compliance controls and the advanced tools.
- Everything in Starter, plus:
- 100 people · 50,000 documents · 100 know-how
- HIPAA BAA · posture scans for HIPAA, SOC 2, GDPR, NIST, ISO 27001 and CIS
- Advanced tools: browser, code interpreter, AWS account reads
Enterprise
For groups that need a single-tenant or BYOC deployment, a custom DPA and a named CSM.
custom — scoped with you
- Single-tenant or BYOC deployment
- Custom DPA + audit log export
- Custom Specialists authored with you
- Named CSM + quarterly reviews
start a pilot
Hire your first Specialistbefore the next renewal.
Early-access pilot. 30-day money-back guarantee on monthly plans (14 days, pro-rated, on annual prepay) if you have used less than 25% of your included usage credit. Producer sign-offs are recorded with timestamps — a documentation tool, not a substitute for proper underwriting, producer licensure, or E&O insurance coverage. We get you live in 10 days — or you walk away, no charge.