Intelligent Experience · IX

The way insurance should feel.

IX is the product layer on top of II. Sub-second answers. Zero-friction workflows. Moments your team and your insureds actually love.

IX · Renewal Radar · 08:14 AM
This morning
12 accounts need attention.
$847k
premium at risk
At risk
12
On track
184
Needs CSR
31
Top of list
Riverside Construction
Loss ratio ↑ 38% YoY
$184k
7d
Apex Logistics
Carrier non-renewing auto
$96k
12d
Henderson Properties
Coverage gap on cyber
$58k
21d
One decision
Every surface asks one question. The CTA is unmistakable.
Pre-ranked
12 at-risk accounts surfaced before coffee.
Outcome forward
Premium-at-risk lives in the headline, not a sub-tab.
Action ready
Click an account, the next call is drafted.
The first thing your team sees. The answer is already on the screen.
Principles

Six rules. No exceptions.

Answer first

The cursor lands on the answer. Citations expand on intent, not by default.

One decision per surface

Every page asks one question. The CTA is unmistakable.

Show the work

When stakes are high, IX reveals the reasoning trail without asking.

Pre-fill everything

If we know it, we type it. The user confirms, never creates.

Cinematic, not toy

Motion has meaning. Animations narrate state, they don't decorate it.

Same brain, every surface

Chat, embed, MCP, agent, identical answer, identical audit.

Moments

The 7 moments that change the day.

08:14
Renewal radar surfaces 12 at-risk accounts before coffee.
09:02
ACORD 25 pre-fills from the broker email, three fields left to confirm.
10:30
Side-by-side compare highlights the one endorsement that changed.
11:45
Case-law agent cites two recent NY decisions in the underwriter brief.
13:20
Loss-run uploader returns a clean narrative in 18 seconds.
15:08
The proposal viewer opens on the insured's phone, branded as you.
17:30
Daily digest summarizes what the team, and the agents, got done.

Software that finally feels like the work.

Built for the people who actually run the agency.