The AI kit for Insurance Brokers

Compares policies on risk, cost, and compliance. Example: spotting that a quote drops hired auto coverage.

Turns policy wording into plain language for clients. Example: explaining why a water damage claim was denied.

Walks a customer through deductibles, limits, and add-ons. Example: quoting three deductible options for a restaurant owner.

Gathers client data and builds mitigation and coverage plans. Example: a warehouse risk report before renewal.

Like "Summarize Client Risk Profile"

Like "Build A Quote Comparison Table"

Like "Explain A Premium Increase To Client"

Like "Prepare A Renewal Review Checklist"

A renewal submission built on current, sourced exposure data.

Every issued policy matches the approved placement instructions.

Certificates that state only what the policy supports.

Exposure schedules in consistent, defined units.

Let your AI search your Box files, answer questions about them, and pull out details for you.

Let your AI edit Word, PowerPoint and Excel files, with changes you can review before saving.

Let your AI read, search and draft your email, with you approving every send or delete.

Send documents for e-signature, track who signed, and download the signed PDFs, all from your AI chat.

Data Extraction transforms images and documents into organized, actionable data quickly and accurately, streamlining your workflow and saving time on manual dat

Kudra is an AI-driven platform that automates data extraction from documents like contracts and invoices using OCR and NER. It significantly reduces manual work

Docsumo leverages AI and OCR to automate data extraction from unstructured documents like invoices and contracts. It enhances efficiency and accuracy while redu

Document AI by Playmaker extracts and validates data from PDFs, invoices, contracts, and more. Fetch documents via email, API, or upload, then automate workflow

Track clause-level wording changes across policy versions so you can show clients exactly what shifted at renewal.

Keep every comparison field tied to its original wording and location when you line up quotes for a client.

Log client-declared changes all year so renewal starts from real exposures, not last year's assumptions.

Run a repeatable renewal collection process for one commercial niche, so nothing gets missed each cycle.

Negotiates deals, renewals, and quotes to secure the best realistic price and terms for the owner.

Analyzes contracts for risky clauses, extracts key terms, and suggests negotiation points.

Turns vendor quotes and SOWs into a normalized comparison matrix with TCO and negotiation prep.

Analyzes deal room documents to deliver due diligence, risk scoring, and negotiation recommendations.