AI Workflows
Popular insurance workflows you can run with AI — start with a document, a quote, or a client file.
Quote Comparison
Line up carrier quotes side by side — premium, deductibles, limits, and coverage differences in one view.
Open workflowProposal Generator
Turn selected quotes into a branded client proposal with recommended coverage and next steps.
Open workflowPolicy Review
Extract key terms, exclusions, and limits from a policy PDF so producers can brief clients faster.
Open workflowCoverage Gap Analysis
Compare current coverage against typical exposures for the risk class and flag uninsured gaps.
Open workflowClaims Intake
Convert unstructured FNOL emails and documents into a structured claim file ready for follow-up.
Open workflowRenewal Prep
Summarize expiring policies, loss activity, and recommended changes before the renewal conversation.
Open workflow