The AI Backoffice for Insurance
Stop drowning in manual data entry, document comparison, and compliance tracking. Our AI-powered platform handles your backoffice operations so your team can focus on selling and servicing clients.
Integrates with the tools you already use
Everything your backoffice needs
Six core modules that automate the most time-consuming tasks in your agency.
Email Ingestion Engine
Forward carrier emails and let AI automatically extract, classify, and route policy data to the right workflows.
Policy Document Comparison
Compare binders to policies, analyze renewal changes, and generate E&O checklists automatically.
COI Verification
Extract data from ACORD forms, verify compliance requirements, and track certificate expirations.
Renewal Automation
Integrate with carrier portals, compare renewal terms, and identify remarketing opportunities.
Commission Reconciliation
Ingest commission statements, automatically match to policies, and flag discrepancies.
Carrier Submissions
Pre-fill applications, distribute to multiple carriers simultaneously, and compare quotes side-by-side.
Three steps to automate your backoffice
Forward Emails
Forward carrier emails, attach documents, or connect your inbox. Our AI watches for new content 24/7.
AI Processes
Documents are parsed, classified, and cross-referenced against your policies in seconds -- not hours.
Review & Act
Get structured summaries, flagged discrepancies, and one-click actions to resolve issues instantly.
Manual processes vs AI automation
Before: Manual Processing
- Policy comparison30 min per document
- COI verification15 min per certificate
- Commission reconciliation5 days per month
- Email processing2 hours per day
- Carrier submissions45 min per submission
After: AI Automation
- Policy comparison3 seconds
- COI verification2 seconds
- Commission reconciliationAutomatic
- Email processingInstant
- Carrier submissions5 minutes
Simple, transparent pricing
Start free for 14 days. No credit card required.
1-5 staff
Starter
For small agencies just getting started with AI automation.
5-20 staff
Professional
For growing agencies ready to fully automate their backoffice.
20+ staff
Enterprise
For large agencies needing advanced workflows and compliance.
Trusted by agencies nationwide
“We cut our policy checking time from 30 minutes to under a minute. The E&O checklist alone has paid for the platform ten times over.”
Sarah Mitchell
Operations Director, Atlantic Insurance Group
“Commission reconciliation used to take our team an entire week each month. Now it runs automatically and we just review the exceptions.”
James Rivera
Agency Principal, Cornerstone Risk Advisors
“The COI verification feature has transformed our compliance workflow. We went from chasing certificates manually to automated tracking with real-time alerts.”
Lisa Chen
Compliance Manager, Pacific Shield Insurance