One product. Nine pillars. A journey, on a platform.
Each pillar is independently auditable. None of them ships unless every read it makes is row-level isolated to your brokerage.
The front door of the brokerage, run by Bob.
Public intake, AI qualification, carrier match, drafted quote, customer self-onboards. The broker only steps in for the human moments.
Your broker's voice, on every overflow call.
Cloned voice, cited from the broker's own past calls. Hands off to a human the moment a quote enters the conversation.
Photo to first notice in seventy seconds.
Multimodal intake. Parses bumper damage, plates, odometer, signs of injury. Auto-files the FNOL on the broker's behalf.
Predict churn before the broker logs in.
Risk-scored renewal pipeline 90 days out. Surfaces premium creep, competitor activity, lapsed engagement, and book-wide gap analysis.
The portal your customers actually use.
Co-branded customer surface for every brokerage. Your logo, your accent colour, your name — Bob runs the engine.
Bob isn't one AI. It's a workforce you staff.
Twelve named agents on day one — voice, renewal, claims, billing, compliance, more. Each with its own role, knowledge base, and kill switch.
Wording in. Coverage facts out.
Policy wordings, certificates, endorsements parsed into structured facts. Search by coverage instead of by document name.
Every answer Bob gives, with a source.
Knowledge-grade graph of customers, policies, wordings and prior conversations. Citation chip on every assertion.
Row-level RLS. Tamper-evident audit. FMA-aware.
Every read, every write, every prompt — hash-chained. Compliance officers query the ledger directly. No black-box AI.
Tuesday, in the operations room of a 40-broker agency.
Walk in, and the day is already triaged.
Bob ran the brokerage overnight. Four renewals at risk this week, two claims awaiting photos, $84,200 of premium expected to close today. Each item links back to the underlying customer, the source call, the source email.
A photo arrives. A first notice files itself.
Lila texts a photo of a bumper. Within 74 seconds Bob has lifted the plate, classified the damage, drafted a first notice of loss, and queued it for the broker's sign-off — with every cited frame attached.
Your voice. Their renewal. Your final word.
The voice twin opens the renewal conversation. The moment premium enters the dialogue, Bob hands the call to the broker mid-sentence. Every word transcribed, cited, retrievable.
Bob handles operational work for fourteen brokerages, all day, every day.
A sample brokerage, seeded with 12 weeks of fictional activity.
No demo call. No sales engineer. Open the sandbox, run a renewal, ask Bob a question, inspect the audit trail.
By the seat. By the voice minute. No surprises.
Brokerages buy on seats and on voice. Both axes are visible on every invoice. Annual contracts get 14% off — ask in the demo.
The next twenty insurance brokerages will not be built on spreadsheets.
We’re onboarding ten design-partner brokerages this quarter. If your book is between 1,000 and 12,000 policies, we should talk.