Broker CoPilot
Uncomplicate. Automate. Supervise.
The one Actually Intelligent platform trained for commercial insurance, consistently serves as an ally, handling tedious work, improving quality, aiding in better decision-making, and engaging clients effectively.
Modules Available Now
Placement Analytics & Recommendations
Get recommendations on the right coverage for the insured and best-suited markets to place the risk. Get a handle on the performance of your agents and carrier partners.
Quote Comparison
Get a customized, comprehensive, impressive, client-presentable summary of complex quotes, with detailed T&C comparison and client-specific recommendations.
Policy Checking
Check bound policies against all submission documents, including complex schedules, expiring policies, and quotes/binders. Get a comprehensive check on verbiage changes.
Upcoming Modules
Lead Finder
Enhances new business prospecting and conversion
Submission Data Verification
Provides the right coverage for clients, reduces E&O risk and ensures efficiency and speed of submission
Col Assist
Manages the lifecycle of fulfilling Certificate of Insurance requests
Documents Checked
Fields Checked
Types of Fields
Bronze
New vs. expiring policy and quote
Up to 25
Quantitative only
Silver
Bronze + ACORD / Applications + Binder
25- 50
Quantitative + Listed Exclusions and Endorsements
Gold
Silver
+ All Schedules
50+
Silver + Complete Verbiage Check
Market Insights
Coverage by occupation
Premium by LoB, CoB, State, etc.
Carrier policy T&Cs
Carrier quote / decline rates
Carrier competitiveness
Agency Analytics
Carrier performance
Performance by client segment (line/class)
E&O exposure in historic book*
Quote to bind vs. market
Broker productivity
Client / Carrier churn rate
*Based on analysis of error rate in previously bound policies
Why Broker CoPilot
No cost onboarding, frictionless processing
It doesn’t cost an arm and a leg to onboard CoPilot. Moreover, it eliminates all possible friction in the processes (See why we love Insurance?)
Insights ready for action
CoPilot provides greater accuracy and a broader view, doing more than just numbers – incorporating not only quantitative checks but also clause comparisons. It gives valuable guidance so you can choose the best product for your clients with confidence.
No hustle, no hassle
Broker CoPilot helps automate 70% to 90% of manually intensive tasks, thus saving time. Time you can use to serve your customers better or enjoy a round of golf every now and then.
Processes elevated to perfection
With the automation of manual tasks, expect a significant reduction in errors and a notable enhancement in output precision.
More human, more humane
While we love machines and AI, we’ve also added a touch of human intervention for answering queries or making complex decisions.