Built for insurance

Custom AI Assistant

This isn't a general chatbot dressed up to look like it understands insurance. It's an AI that actually knows what a diligent search is, and one that won't confidently give you the wrong answer about Florida's stamping fees.

Most “AI for insurance” is a general model pointed at your industry. It writes a good email. Ask it a compliance question and it answers fluently, confidently, and wrong.

Ours starts with your documents. Your SOPs, your compliance guidelines, your state rules, your workflows. We train it on the decisions your team makes fifty times a day, so it can take the repetitive volume off them.

We'll train a version on your data before you sign anything.
What’s included
  • Custom AI model trained on your specific workflows, documents, and compliance rules
  • State-specific regulations and insurance knowledge baked in — not vaguely gestured at
  • Document classification and routing automation
  • Filing preparation assistance — drafts ready for review, not drafts of drafts
  • Internal Q&A engine — your team gets answers from your own knowledge base
  • Client-facing intake support (optional — we’ll tell you if we think you need it)
  • Ongoing retraining as your operation evolves, regulations change, or the world does something new
  • Free proof-of-concept: we build and train a version on your actual data, no cost, no commitment
Pricing model
Build fee + monthly license
Build and training is a one-time fee. Access, updates, and retraining run on a monthly license. The proof of concept is free.
Free offer — yes, really
We train your AI before you commit
Send us your documents and SOPs. We'll build a working version on your real data. No charge, no obligation. We do this because it's the fastest way to show you what it can do.
Best for
Teams making the same decisions a hundred times a dayHigh document volumeScaling without adding headcount

The distinction that matters: “AI-powered” tells you nothing. “Trained on your compliance documents” tells you something. We're the second kind. Ask your other vendors which one they are.

Frequently Asked Questions

Specific answers about our custom ai operations.

Our assistant is trained specifically on your agency's documents, SOPs, compliance guidelines, and state rules, ensuring accurate answers without hallucinations.

Ready to talk about custom ai?
Tell us what’s hurting.

We’ll tell you how we handle it — and whether you even need us, or whether the fix is simpler than that. (Not every problem needs a vendor.)

We have an emergency