Products

AI Training & Enablement

Custom internal workshops and training to upskill your team in AI adoption, prompt design, and automation usage.

Voice AI Intake Assistant - FNOL Voice Triage Bot

Answers first notice of loss calls, collects incident details, and triages claims in real-time—reducing handling times and improving customer satisfaction.

Knowledge AI Assistant

Transforms your internal knowledge base into an interactive, ask-me-anything AI assistant that reduces onboarding time and dependency on SMEs.

AI Underwriting Assistant

Automates document intake, highlights risk indicators, and summarizes application data to support faster, smarter underwriting decisions.

Claims Copilot

Supports claims adjusters by summarizing cases, identifying potential fraud signals, and offering real-time recommendations to reduce cycle times.

Compliance Guard

Monitors internal communications, workflows, and client data for compliance issues, policy violations, and regulatory red flags using AI.

Commercial Submission Assistant

Streamlines the intake and submission of commercial insurance risks, extracting key data from emails and attachments and formatting it for underwriters.

AI Operations OS

Your AI-powered operational control center—automating repetitive tasks, syncing cross-team data, and surfacing performance insights across systems.

AI Knowledge Hub

Client Onboarding Assistant

Loss Run Report Generator

Automatically compiles and summarizes historical claims data into standardized, professional reports ready for carrier review or submissions.

AI Optimization & Support Program

An ongoing monthly engagement to monitor, refine, and expand your AI systems across sales, operations, and support. We continuously optimize workflows, retrain AI models, troubleshoot blockers, and identify new automation opportunities to maximize ROI and long-term success. Ideal for businesses ready to scale their AI investments beyond the initial implementation phase. Offered after Implementation

AI Audit Sprint

A rapid diagnostic engagement to assess AI readiness, uncover opportunities, and create a prioritized roadmap.

AI Implementation Sprint

Done-for-you service to build, deploy, and integrate selected AI automations into existing systems.

AI Sales Call Recorder & Summarizer

Automatically records, transcribes, and summarizes sales calls, extracting key decisions, objections, and follow-ups. Syncs directly with CRM.

Quote Comparison & Submission Agent

Streamlines the collection of market quotes, compares coverages, and generates clean submission packages for insurers or MGAs.

AI Lead Engine

An intelligent system that automates lead qualification, nurtures prospects, and books meetings using multichannel outreach powered by AI voice, email, and chat.

Policyholder Retention Engine

Predicts churn risk using client behavior and policy data, then triggers targeted AI-powered win-back campaigns via voice, SMS, and email

Broker Sales Enablement System

Empowers insurance brokers with AI tools to generate proposals, compare policies, and personalize sales materials—accelerating response time and closing more deals.

Renewals Intelligence Assistant

Analyzes upcoming renewals, policy terms, and customer sentiment to surface retention risks and recommend personalized outreach strategies.

AI Growth Engine

All-in-one AI toolkit to optimize your marketing funnel—from content generation to ad targeting and conversion journey analysis.

Retention Accelerator / AI Client Retention System

Automates engagement for at-risk customers using AI-driven behavior monitoring, timely outreach, and dynamic incentives to increase LTV.

AI Funnel Toolkit

AI-generated landing pages, email sequences, and lead magnet optimization tools to maximize top-of-funnel performance with minimal manual effort.

Lead-to-Close Automation Engine

Orchestrates every stage of your sales process—from lead capture to contract generation—using intelligent workflows and GPT-4 powered agents.

AI Blueprint Workshop

Interactive session to design AI-powered workflows, evaluate tools, and map implementation steps.

Smart Renewal Forecasting Copilot

Uses policy data, client history, and engagement to predict likelihood of renewal and suggest personalized retention tactics.