Insurance

For brokers, agencies, and MGAs: submissions from intake to bound, carriers and their appetite, policies and endorsements, renewals worked ahead of time, certificates issued in minutes, and claims intake and admin. Operational and admin workflows first; no automated underwriting decisions.

  • Owns
  • Submissions
  • Carriers
  • Policies
  • Renewals
  • Certificates
  • Claims

A few of the views inside Insurance.

Inside the app

What lives in Insurance.

One app owns the whole domain. These are the workflows, views, and features inside it, rather than a separate tool for each.

  • Submission intake from applications and emails
  • Marketing to carriers and quote comparison
  • Policies and endorsements with documents
  • Renewal pipeline 60/90 days out
  • Certificates of insurance from the policy
  • Claims intake, FNOL, and document collection
  • Carrier procedures and appetite in Knowledge
AI inside the app

What your agent does in Insurance.

  • Parses an application or email into a submission and flags what's missing
  • Drafts the carrier submission and the quote comparison for the producer
  • Starts renewals on schedule, requests updated info, and drafts the renewal pack
  • Issues a certificate from the policy on request, and opens a claim from the client's email

Every person gets their own agent; teams can share one. Sensitive actions wait for approval, and every action is logged with the data it used and the outcome.

Built with AI

Need it different? Describe it.

Add a field, a stage, a rule, a view, or a workflow inside this app. It's built on the same records and permissions, as open code you can change again.

Add a "insurance" view for my team: only what's mine, due this week, with the agent's drafts on top.

See Insurance on your data.

Book a demo and bring a real example. We'll show you the app on your data, with the agent doing the work.