We Help Insurance Brokers Save 10+ Hours a Week on Document Processing
Without integrations, IT projects, or new software — in days, not months. Loss runs, SOVs, ACORDs, quote comparisons, COIs.
Over 50% of a broker's time goes to administrative tasks. — BCG
Your Team Wasn't Hired for This
Extracting loss run data
50+ carrier formats, no standardization, hours lost to manual re-keying on every renewal.
Cleaning up client SOVs
PDFs, Excel files, scans — all inconsistent, all needing reformatting before submission.
Re-entering ACORD data
Copy-paste between forms and systems. Repetitive, error-prone, nobody's favorite task.
Comparing quotes manually
Every submission means a new spreadsheet, built from scratch, prone to mistakes.
What Document Chaos Actually Costs You
Lost selling time
Your producers spend hours on admin instead of revenue-generating work.
Avoidable errors
Re-keying data manually means typos, omissions, and E&O exposure on every submission.
A ceiling on growth
You can't scale without hiring. Every new account means more document work.
Competitors pulling ahead
85% of insurance leaders have already adopted AI. The gap between automated brokers and manual ones is widening.
"Insurance AI leaders have generated 6.1x the shareholder return of AI laggards over five years."
— McKinsey
This Isn't Early Adoption Anymore
of insurance firms are already using AI for process optimization.
— Forrester
productivity gains reported from AI-powered tools in insurance operations.
— BCG
of insurance leaders believe AI will have a positive or transformational impact on their business.
— Forrester
premium growth enabled by AI adoption at leading firms.
— McKinsey
The question isn't whether to automate. It's how fast you can start.
Why Brokers Work With Us
7+ years building automation and AI systems
We've spent years solving document processing problems. Insurance brokers get that experience applied to their specific workflows.
Built specifically for insurance
We speak your language: ACORDs, loss runs, SOVs, dec pages, TIV, submission workflows. Not generic AI adapted for insurance — automation designed for it.
No tech team required
You get the document automation that large brokerages build internally, without hiring developers or managing IT projects.
Automation That Fits Your Workflow — Not the Other Way Around
We don't replace your systems or disrupt your processes. We work alongside them.
You send documents
PDFs, scans, Excel files, any format
You send documents
PDFs, scans, Excel files, any format
We extract and structure the data
AI reads the document, normalizes carrier chaos, outputs clean data
We extract and structure the data
AI reads the document, normalizes carrier chaos, outputs clean data
You use it however you need
Import into your AMS, drop into spreadsheets, populate forms. Your workflow stays yours.
You use it however you need
Import into your AMS, drop into spreadsheets, populate forms. Your workflow stays yours.
No new software to learn. No system migration. No IT project. Just structured data where you need it.
Document Automation That Saves Real Hours
Loss Run Analysis & Extraction
Problem: 50+ carrier formats, manual re-keying for every renewal
Result: Clean, normalized claims data ready for analysis
SOV Parsing
Problem: Messy client spreadsheets and scans need reformatting before every property submission
Result: Standardized SOV with TIV calculations, carrier-ready
ACORD Form Data Extraction
Problem: Data re-keyed from filled ACORDs into systems, often multiple times
Result: Structured data extracted automatically — even from handwritten entries
Quote Comparison
Problem: 3-5 quotes per submission, different terminology, manual spreadsheet every time
Result: Side-by-side comparison with normalized terms and coverage gaps highlighted
AI-Powered Proposal Builder
Problem: Hours of copy/paste, formatting, and repetitive writing for every proposal
Result: Professional, branded proposals generated from quote data
COI Management & Generation
Problem: Constant certificate requests, manual generation, expiration tracking scattered
Result: Pre-filled ACORD 25 certificates, automated expiration alerts
We Start With Your Biggest Pain Point
Every brokerage is different. Some are drowning in loss runs. Some spend hours on SOVs. Others are buried in COI requests.
Identify
We talk. You tell us where the time goes. We find the automation that will deliver the fastest ROI for your team.
Implement
We configure extraction for your specific documents. Email-based delivery — your team forwards documents and receives structured data back.
Iterate
You start using it immediately. We refine based on edge cases and expand to other document types as you see results.
No big implementation. No new systems. Just less time on documents.
Our Guarantee
No credit card required to start
100% money back guarantee, no questions asked
No contract lock-in
You focus on your clients.
We'll handle the documents.
Stop losing hours to data entry. Start closing more deals.