Guarded chat
Every answer is labeled with source status, confidence, and risk — and routed to review when it touches coverage or compliance.
For independent insurance agencies
The AI operating assistant your agency can actually trust.
AgencyAI Desk gives producers, CSRs, and account managers fast answers with hard guardrails, source tracking, and a manager review queue — so nothing slips into coverage, binding, or compliance territory by accident.
Approved knowledge base
Save vetted answers, SOPs, and carrier guidance. Versioned, admin-approved, and tied back to the original AI run.
White-label, multi-tenant
Every agency gets its own tenant with row-level isolation, role-based access, and brand controls.
Hard guardrails, by default
- Never gives legal advice.
- Never binds, alters, or cancels coverage.
- Never confirms a claim is covered or approved.
- Never invents carrier-specific forms or rules.
- Always recommends review for E&O-sensitive questions.
- Always discloses when an answer is general AI vs internal source.