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Chat concierge
A branded entry point for cited answers inside an approved customer or employee experience.
Answers where the question begins
Managed Embed Surfaces
Your insurance intelligence, inside the experience.
Bring cited answers, guided intake, proposals, and service intelligence into the places your customers and teams already work. Every deployment is scoped, provisioned, and governed with you.
Managed deployment
Designed around your environment
01Approved use case and audience
02Tenant and data boundaries
03Brand and experience review
04Domain and access controls
05Launch review and ongoing governance
Public credentials, setup code, and integration keys are not distributed from this site.
Six ways it can show up
The right surface for the work, not another destination to manage.
Inline assistance
Insurance guidance placed alongside the workflow, form, or resource a person is already using.
Less switching and searching
Service companion
A contextual side panel for service teams, producers, or underwriters who need source-backed help in the moment.
Context without leaving the work
Dedicated workspace
A controlled destination for a prospect, member, insured, or internal team with a specific job to complete.
One focused experience
Proposal experience
A branded way to review the program, coverage story, material differences, and cited evidence.
A clearer client decision
Structured intake
A guided intake that collects the right insurance facts and prepares the downstream work for review.
Cleaner inputs from the start
Built to be useful. Governed to stay controlled.
Embed Surfaces are available through a managed Plus or Enterprise engagement. Our team works with yours on the experience, controls, and operating model before launch.
Scoped access
Each experience is limited to the intended audience, approved sources, and allowed actions.
Tenant isolation
Customer and organization data remains separated according to the deployment design.
Cited answers
The embedded experience retains the same evidence and verification standards as the platform.
Human controls
Sensitive decisions and consequential actions keep visible review and approval points.
Managed provisioning
Credentials and implementation details are handled privately with authorized teams.
Ongoing governance
Access can be changed, reviewed, or disabled as the operating need changes.
Tell us where the intelligence should live.
We will map the audience, use case, controls, and experience with your team.