Nine pillars. One coherent platform.
The first five pillars are the customer journey — acquisition, voice, vision, renewal, portal. The next four are the platform that powers it — agent workforce, document intelligence, fact store, compliance ledger. Each pillar is independently auditable, each pillar is grounded in your brokerage's own data, and you can pause any one of them without affecting the rest.
The front door of the brokerage, run by Bob.
Prospect to customer in one cited journey. Public intake → AI qualification → carrier match → quote → customer self-onboards into the portal. The broker only steps in at the moments that need a human.
Your broker's voice, on every overflow call.
A cloned voice that handles the calls your team doesn't have time for — and hands off the moment a real conversation needs a real broker.
Photo to first notice in seventy seconds.
A customer texts a photo of bumper damage. Seventy-four seconds later, the FNOL is drafted, the plate is extracted, the policy is matched, and the broker is one click from filing.
Predict churn before the broker logs in.
Bob looks ninety days out, every day, and surfaces premium creep, competitor mentions, lapsed engagement, and underwriter sentiment shifts before the broker has finished her coffee.
The portal your customers actually use.
A co-branded customer surface for every brokerage. Same fact store, same audit ledger, same design system — wrapped in your logo and your accent colour. No engineering team needed.
Bob isn't one AI. It's a workforce you staff.
Every brokerage spins up a roster of named AI agents — Voice Twin, Renewal Agent, Claims Agent, Billing Agent, Compliance Agent. Each one has its own role, knowledge base, persona, and on/off switch. You manage a team, not a chatbot.
Wording in. Coverage facts out.
Carrier wordings, endorsements, certificates — Bob parses them into structured facts. Search by coverage instead of by document name.
Every answer Bob gives, with a source.
A typed graph of customers, policies, wordings and conversations. Bob can't make a claim without naming the facts it pulled and the moment they entered the graph.
Row-level RLS. Tamper-evident audit. FMA-aware.
If you can't prove what your AI did, you don't have AI — you have liability. Here's the infrastructure that lets Bob operate inside a regulated brokerage.
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.