Platform
Quote, service, renew, from the same record.
One place for producers, CSRs and principals to work. The same client record drives the quote, the COI, the renewal packet, the commission check and the month-end reporting. AI reads the ACORDs and carrier policies so your team stops re-typing them.
Quoting
Submissions and quotes, without the copy-paste.
Capture client intake once and generate clean submissions across carriers. The platform matches risks to carrier appetite, pre-fills ACORDs and tracks every quote through to binding.
- Intake forms that populate the client and policy record directly
- Carrier appetite matching tuned to your lines of business and geography
- ACORD and carrier-specific application generation with one review step
- Quote comparison across carriers with coverage and price delta highlighted
- Binding workflow that writes back to the AMS record automatically
Side-by-side carrier quotes with appetite-match score, expected bind time and coverage deltas highlighted.
Compliance
E&O exposure, managed continuously.
Policy checking, COI tracking and compliance controls run in the background on every record. Issues surface as tasks, not surprises at renewal.
- Binder-to-policy and renewal comparison with severity-scored discrepancies
- COI ingestion, verification and holder notification from a single inbox
- Requirement sets per client, with automated compliance status
- E&O risk scoring at the agency, producer and account level
- Audit trail on every AI decision, exportable for carrier and E&O reviews
Account view with open policy-check findings, COI expiry timeline and flagged endorsement language.
CRM
A client view that actually understands insurance.
Not a generic CRM with custom fields bolted on. Clients, policies, renewals, producers and households are first-class, and everything is on the same record.
- Unified client and household view with policies, contacts and documents
- Producer books, renewal pipelines and retention health out of the box
- AI-drafted correspondence grounded in the policy record
- Inbound email routed to the right client and classified automatically
- Cross-sell and coverage gap signals surfaced on the client page
Client record with all policies, active renewals, open quotes, producers, contacts and document timeline on one page.
Agency Operations
Tasks, documents and commissions on the client record.
Back-office work lives on the account it belongs to. No separate workflow tool. No separate commission app. No separate doc store.
- Task and workflow engine tied to policies, renewals and submissions
- Document library with AI extraction and full-text search
- Commission statement ingestion and automatic reconciliation
- Reporting on producer, carrier, line of business and retention
- Role-based access with SSO and per-producer visibility controls
Commission reconciliation view, carrier statement parsed line-by-line against bound policies with variances flagged.