Built for insurance, by insurance

Your agency's intelligence.In every seat.

Ask any insurance question. Explain any document. Compare any policy. Build client-ready proposals and put agentic workflows to work with your team. Every answer is cited. Every decision stays human.

Cited and verifiable Closed-source AI Human controlled
The Intelligent Agent · Platform tour01:00
The Intelligent Agent Document Analysis workspace
Real platform
Real 60-second platform tourMick Test Agency
Ask insurance anything

Get an answer you can verify.

Ask about coverage, risk, claims, forms, carrier appetite, court decisions, case studies, or a specific account. Type it or say it. TIA reasons across approved insurance knowledge and your connected sources, then shows you where the answer came from.

Voice to chat and spoken answers Multiple languages and reading levels Court decisions and case studies Closed-source, private intelligence
Insurance intelligenceEvidence connected
Where did this renewal reduce protection, and what should we discuss with the client?
Asked by voice
Answer you can verify

Three material changes need review: a reduced cyber sublimit, a new water exclusion, and increased building values. Each finding is connected to the policy page, applicable form, and account context.

Policy p. 14Endorsement p. 2Coverage form p. 7Account history
Case law aware Multiple languages Risk questions

The policy work, connected

Explain it. Compare it. Present it.

The same source intelligence moves from policy language to material differences to a polished client conversation. No re-keying. No lost context. No black box.

Document Explain01

Understand the policy before the conversation.

Upload a policy, quote, endorsement, declarations page, or coverage form. Get a plain-language explanation of what it says, what it changes, and what needs attention.

  • Page-cited findings
  • Forms and exclusions surfaced
  • Coverage implications explained
Policy Compare02

See the differences that actually matter.

Compare renewal to expiring, quote to policy, carrier to carrier, or an entire program. TIA normalizes the documents and explains the effect of every material change.

  • Limits and deductibles
  • Exclusions and endorsements
  • Premium movement and the why
Policy Proposal03

Turn the analysis into a client-ready story.

Build a branded proposal with coverage narrative, premium summary, recommendations, and source citations. Your producer reviews the work and owns the conversation.

  • Agency branded
  • Coverage narrative included
  • Secure share or PDF
Actual Document Analysis workspace for Mick Test AgencyActual platform · Mick Test Agency
ACORD Filler

One policy or dec. Every applicable ACORD.

Upload the source once. TIA pre-fills the applicable forms from real policy data, keeps every populated field traceable, and leaves unknowns for your team to complete and approve.

See the document workflow
Actual account intelligence workspace for Mick Test AgencyActual account intelligence
Connected account intelligence

Your AMS stores the account. TIA helps you understand it.

Connect your management system or CRM and surface the intelligence buried across policies, activities, renewals, claims, and client history. Cleaner, faster, and ready for the person who needs to act.

Renewal movementCoverage changesPremium trendsOpen service workRisk questionsRecommended next actions
Agentic work, with you

The work arrives prepared. The judgment stays human.

TIA gathers, analyzes, drafts, and recommends. Your people review the evidence, apply experience, and decide what advances. The purpose is better human work, not fewer humans.

Producer01

Walk into the meeting with the comparison, proposal, and coverage story ready.

Account manager02

Triage renewals, understand changes, and prepare the client conversation.

Service professional03

Answer the question, verify the source, and prepare the next action.

Agency leader04

See account movement, retention pressure, concentration, and opportunity.

Marketing05

Create social posts, blogs, newsletters, articles, campaigns, and images.

Underwriter06

Receive a normalized risk story, clear exceptions, and a review-ready decision package.

Built for carriers

Underwriting speed without giving up underwriting judgment.

Connected APIs bring submission data, forms, appetite rules, and approved carrier knowledge into one decision flow. TIA prepares the risk, identifies exceptions, and can bring an underwriting decision down to minutes. The underwriter still makes the call.

Step 01

Connect the systems

Step 02

Normalize the submission

Step 03

Apply appetite and rules

Step 04

Prepare the recommendation

Step 05

Human decision

Underwriting teams

Process submissions faster, surface missing data, match appetite, and review a clear risk narrative.

Service teams

Answer producer questions from approved forms, guidance, bulletins, and account context.

Connected APIs

Bring intelligence into existing portals and workflows without asking teams to abandon the systems they use.

Grow and scale expertise

The same intelligence helps your organization show up.

Turn what your organization knows into stronger communication, more consistent client conversations, and better-prepared teams.

Communications StudioCreate and publish

Insurance communication that sounds like you.

Create social media posts, blogs, articles, newsletters, campaigns, and images with insurance context and your organization's voice.

See Communications Studio
Actual Communications Studio workspace
Resource StudioSales and service

Niche playbooks for the market in front of you.

Put niche Sales and Service Playbooks in every producer and account professional's hands, ready to personalize for the account.

See Resource Studio
Actual Resource Studio workspace

Built for defensible work

Private intelligence. Human decisions.

Cited by design

Answers and findings trace to the exact source and page.

Private and tenant-isolated

Your work and knowledge stay inside your environment.

Closed-source AI

Your data is never used to train public models or another customer system.

Human controlled

People own every decision, approval, communication, and change.

Intelligent LMS

When the work reveals a learning need, close the loop.

Structured learning for onboarding, role development, compliance, and the standards your organization wants every team member to follow.

Available as an optional upgrade

Intelligent LMS is available for Plus and Enterprise customers. It is scoped to your learning goals and is not automatically included.

Visit Intelligent LMS

Bring us the work

Show us where the day gets stuck.

We will map the right starting point across questions, documents, account intelligence, workflows, communications, playbooks, and learning.

Solo is $1,500 per year, paid in full. Plus and Enterprise are scoped around your team, workflows, integrations, and custom builds.
See Solo, Plus, and Enterprise

Tell us about your team

Your request goes directly into our internal CRM and is assigned to our team for follow-up.

Your details land in our CRM. No spam, we'll only contact you about your request.