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
Policy
Checking
Check policies against all submission documents, including complex schedules, expiring policies and quotes/binders.
Unmatched depth of checking. AI-powered precision.
Quote
Comparison
Review even the most complex quotes in depth.
Get to the bottom of
nuanced language and
arcane form numbers.
Detailed comparisons.
Amazing presentations.
Placement Analytics & Recommendations
Stop wasting time sending applications to sub-optimal markets. Level the playing field with the largest of brokers on market intelligence.
Right markets.
Best coverage and premium.
Policy Review &
Recommendations
Review client policies for coverage deficiencies. Advise your clients with confidence on the right coverages and the right premium.
Detailed coverage review.
Enhanced client servicing.
Automated Remarketing
& Renewals
Get recommendations on when to look for new markets. Automate renewal and remarketing process with minimal friction.
Coming soon.
Col
Assist
From email to CoI
in minutes, even for
the most complex business
and bespoke requests.
Automated request process.
Quick issuance.
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