The Intelligent Agent
The Intelligent Agent

The platform, connected

From question to finished work.

The Intelligent Agent is built around the work insurance teams do all day, not around a list of AI tricks.

Answers and document intelligence

Ask, explain, compare, and verify against policy documents, industry sources, and your organization's knowledge.

Cited ChatDocument ExplainDocument CompareCase LawPage-level evidence

Account work

Keep documents, decisions, deliverables, and next actions together so the team can move an account forward.

Account RoomsRenewal reviewsSubmissionsCOIs and ACORDsProposal Builder

Agentic workflows

Delegate repeatable work while keeping confirmation, review, and an audit trail in the process.

Renewal workflowsSubmission workflowsCOI workflowsDrafted follow-upHuman approval

Communications Studio

Create useful, on-brand communication with the context of an insurance organization behind it.

Social mediaBlogsArticlesImage creationClient campaigns

Resource Studio

Put niche Sales and Service Playbooks where producers and service teams can use them.

Niche sales playbooksService playbooksStewardship resourcesRisk assessmentsHouse standards

Intelligent LMS

Add structured learning for onboarding and role development to Plus or Enterprise.

Separately scoped add-onPlus and EnterpriseOnboardingDevelopmentOrganizational standards

Built to move work

From intelligence to the next reviewed action.

The Revenue Center gives leaders and teams one operating queue for sales, renewals, decisions, and work already in motion.

The actual Revenue Center operating queue in The Intelligent Agent

For every seat

Principals, producers, account managers, service teams, marketers, and leaders share the same operating context.

Across the business

Commercial, personal, bonds and surety, farm and ranch, and employee benefits.

With people in control

The platform helps prepare the work and preserves the review point before consequential actions.

Choose the right starting point.

Solo is $1,500 per year. Plus and Enterprise are scoped around your team and workflow.