Insurance Client Management
Streamline your insurance brokerage with AI-powered policy management, automated retention campaigns, and intelligent client insights.
Policy Aggregation
Centralize all client policies in one secure, read-only dashboard. Quick search and instant policy snapshots.
AI Document Summaries
Upload policy PDFs and get instant AI-powered summaries. Extract key coverage details in seconds.
Retention Campaigns
Automated birthday emails, renewal reminders, and policy review nudges to keep clients engaged.
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