The Intelligent Agent
The Intelligent Agent

You're going to ask. So here it is.

Every prospect asks: "Why not just use ChatGPT? Or our ACORD intake tool? Or what we already do?" We built this page so you don't have to dig.

The Intelligent Agent
  • Cited answers from your policies Yes
  • Case Law search (live, filtered to legal sources) Yes
  • Side-by-side Policy Compare Yes
  • Quote Showdown (normalized comparison) Yes
  • ACORD 25 / 27 / 28 pre-fill Yes
  • Branded Proposal Builder Yes
  • Multilingual (20 languages) + reading levels Yes
  • PII redaction in logs by default Yes
  • Per-tenant data isolation (RLS) Yes
  • Full audit trail for E&O Yes
  • Built for P&C insurance specifically Yes
  • Public REST API + MCP server Yes
  • Agentic agents (act on your behalf) Yes
  • Book-wide narrated insights (Command Center) Yes
  • Revenue share on API distribution Yes
ChatGPT / Generic LLM
  • Cited answers from your policies
  • Case Law search (live, filtered to legal sources)Hallucinates
  • Side-by-side Policy Compare
  • Quote Showdown (normalized comparison)
  • ACORD 25 / 27 / 28 pre-fill
  • Branded Proposal Builder
  • Multilingual (20 languages) + reading levels Partial
  • PII redaction in logs by default
  • Per-tenant data isolation (RLS)
  • Full audit trail for E&O
  • Built for P&C insurance specifically
  • Public REST API + MCP server
  • Agentic agents (act on your behalf)
  • Book-wide narrated insights (Command Center)
  • Revenue share on API distribution
Status quo
  • Cited answers from your policies
  • Case Law search (live, filtered to legal sources)
  • Side-by-side Policy CompareManual
  • Quote Showdown (normalized comparison)Manual
  • ACORD 25 / 27 / 28 pre-fillManual
  • Branded Proposal BuilderManual
  • Multilingual (20 languages) + reading levels
  • PII redaction in logs by default
  • Per-tenant data isolation (RLS)
  • Full audit trail for E&O
  • Built for P&C insurance specifically Yes
  • Public REST API + MCP server
  • Agentic agents (act on your behalf)
  • Book-wide narrated insights (Command Center)
  • Revenue share on API distribution

The honest version.

No mudslinging. Just where each tool actually fits.

ChatGPT

Brilliant generalist. Will happily invent ACORD form numbers, hallucinate court cases, and forget your house knowledge between sessions. Use it for brainstorming. Don't bet a renewal on it.

ACORD intake tools

Strong for ACORD intake forms and renewal questionnaires. Not built for cited Q&A, no live case law, and typically locked into a single AMS ecosystem.

Generic agency-AI tools

Most are wrappers around GPT-4 with a P&C system prompt. No tenant isolation, no PII controls, no audit trail. Fine for a producer's own scratch pad. Not fine for an agency.

Status quo (PDFs + Slack)

Free, familiar, and slow. Three CSRs give three different answers. Renewal prep eats a producer's afternoon. The cost is paid in time and E&O exposure, not invoices.

If your agency needs it, we already know it.

That's the whole pitch.