Our Technology
Insurance intelligence, powered by AI.
We built the platform we wished existed. Proprietary technology that makes insurance faster, smarter, and more transparent — for our clients and our brokers.
The Problem
Insurance technology is decades behind.
While other industries have been transformed by software, insurance still runs on spreadsheets, PDFs, and phone calls. Brokers spend more time on paperwork than on clients. Information gets lost. Opportunities get missed.
We decided to change that. Not by removing the broker — but by giving brokers superpowers.
Capabilities
What our platform does.
Agentic AI Workflows
Our AI agents handle repetitive tasks — policy analysis, compliance verification, document processing — so our brokers can focus on what matters: your coverage.
Automated Verification
Real-time certificate of insurance verification across your entire vendor and tenant portfolio. No more chasing paperwork.
Risk Intelligence
Proprietary data models that identify coverage gaps, benchmark your program against industry peers, and surface renewal opportunities.
Integration Hub
Connect your existing systems — property management, fleet tracking, HR — for seamless data flow and automated updates.
The Agents
What our agent fleet handles.
A fleet of purpose-built AI agents works your file around the clock — each one specialized, each one reporting to your broker. Their work falls into four domains.
Document Production
Certificates of insurance, binders, proposals, applications, pink cards, letters of experience, BOR letters. Generated from your actual policy file, formatted to brand, signed by your broker.
Market Analysis
Carrier submissions built from your file, quote-vs-quote comparisons, renewal-vs-expiring breakdowns, and side-by-side analysis against incumbent terms — so every recommendation comes with the receipts.
Quality Control
Every issued policy is cross-checked against what was quoted: limits, deductibles, coverages, exclusions, conditions. Carrier issuance errors get caught before they become claim-time surprises.
Risk Analysis
Full-program risk assessments that flag coverage gaps, benchmark limits, and answer technical coverage questions from the policy wording itself.
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Trust, By Design
AI that asks before it acts.
Most AI claims in insurance are about speed. Ours start with restraint.
Nothing goes out without a broker.
No document reaches a client or carrier without a licensed broker reviewing and approving it. Accountability never transfers to the machine.
Our agents don’t invent details.
When information isn’t in your file, the agent flags it and your broker confirms it with you. A blank gets a question, not a guess.
Regulated documents are locked.
Documents with prescribed formats are generated from locked templates — identical, compliant output every time.
Every step is on the record.
Request, output, revision, approval, filing — the full trail lives on your file.
The Difference
Technology that works for you.
You don't need to learn a new platform or change how you work. Our technology runs behind the scenes — you just get faster service, better coverage, and a broker who has more time for you.
AI pre-fills applications and matches you with the right carriers
We flag coverage gaps before they become problems
Generate and distribute COIs in seconds, not days
One view of all insurance requirements and status
AI extracts key terms from policies automatically
Data-driven recommendations for every renewal
Common Questions
AI and your coverage, answered directly.
No. Our agents handle document production, data extraction, and analysis. Licensed brokers make every recommendation, negotiate with carriers, and approve every document before it moves. The agents do the reading and the math; brokers do the knowing and deciding.