Save time & money
Improve service
Reduce E&O
with the most comprehensive
broker and agency operations platform
Automating complex
agency operations
GenAI for speed
& precision
+
Human expertise
for knowledge
& experience
Service large complex accounts with speed and accuracy
Check policies in detail against all submission documents
Quote complex business with confidence and depth of knowledge
Modules Available Now
Policy
Checking
Loss Run
Analysis
COI
Assist
Renewal
Automation
Document Extraction
& Comparison
Carrier Integration &
Doc Processing
Why Broker CoPilot
Zero-friction onboarding
​
We emulate your existing agency workflow and checklists. No change to your day-to-day processes and no time wasted training a rookie remote agent!
Savings from day 1
​
No cost to deploy – implicit or explicit! Start saving from day 1, because profits shouldn’t have a waiting period.
Improved accuracy
Don’t just compare – get insights from our industry database. GenAI combined with human expertise gives you deeper checks with speed and accuracy than any human outsourcer.
Minimize time and effort
Automate 70% to 90% of manually intensive tasks and save time. Time you can use to serve your customers better or enjoy a round of golf every now and then.
Reduced E&O
With the automation of manual tasks, expect a significant reduction in errors and a notable enhancement in output precision like never before.
Human in the loop
quality control
We love machines and GenAI, but we’ve also added a touch of human intervention for answering queries or making complex decisions.