Insurance Agencies and Brokers
Private AI for insurance agencies that hold client details
Your agency handles personal and business details for every client you write: policies, applications, claims, and the private information behind them. A private GPT gives your team a faster way to work that keeps that data inside an environment you control, where nothing your staff enters trains a public model.
Client details in public tools
Pasting an application or a claim summary into a personal chatbot puts client information somewhere you cannot audit or recall. A sanctioned private assistant removes the temptation.
Answers spread across carriers and policies
Coverage terms, endorsements, carrier guidelines, and agency procedures live in many places. Your team loses time hunting for details across systems and PDFs.
Service work is repetitive and constant
Quotes, renewals, certificates, and client emails repeat all day. AI that drafts them from your own context frees your producers and service staff for the work that grows the book.
What your team does with it on day one
- Summarize a policy or application and flag coverage gaps or questions to raise
- Draft client emails, renewal notices, and carrier submissions from your context
- Answer staff questions from carrier guidelines and agency procedures with sources
- Explain coverage in plain language for a client friendly summary before sending
- Compare quotes and endorsements across carriers on upload without the data leaving your environment
- Turn a claim conversation into documented next steps and follow ups
Same platform, same two week deployment. See how deployment works or review pricing.
Questions insurance teams ask
Does client and policyholder data stay confidential?
Yes. Client data stays in a dedicated cloud environment, model calls carry zero data retention, access mirrors your agency's roles, and audit trails record usage. Nothing your team enters trains a public model.
Can it work with our agency management system and documents?
It works alongside them. PDFs, spreadsheets, and documents are first class inputs, and we connect approved sources like SharePoint, Google Drive, and network file shares during deployment so the assistant answers from where your files already live.
What does it cost for an agency our size?
A monthly platform fee starting at $500 plus a per seat rate around $20 to $25. For most agencies that is a small fraction of the service time it saves every week.
See it running on insurance work
Book a 30 minute demo and bring a real document. We will show you the platform answering from it live, then map deployment to your firm.