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For Brokers · Insureds · Risk Teams · Finance Leaders

Every insurance policy, decoded.

Turn insurance documents into structured intelligence your team can search, cite, and act on.

Free to start · No credit card · AES-256, per-tenant encryption

Open the black box

Deliverables by default

Expertise on demand

What changes when policy data is structured

The Clarity the Industry Needs

For Brokers

Deliverables in Minutes

Auto-generate policy summaries, coverage reviews, renewal deltas, and branded negotiation briefs — so deliverables stop being a last-mile bottleneck.

Scale Expertise Without SME Queues

Coverage gaps, severity callouts, and evidence-backed negotiation notes — grounded on current carrier forms. No waiting on scarce senior SMEs.

Consultative Edge

Walk into every conversation with structured insight your competitors don't have — win on expertise, not just price.

Consistent Quality & E&O Protection

Every finding cited, every deliverable traceable — lower E&O exposure and work product that's defensible from day one.

For Insureds, Risk & Finance

One Connected Record

All your insurance documents in one broker-agnostic library where the data connects. No more scattered emails, lost PDFs, or institutional knowledge that leaves when people do.

Expertise on Demand

Expert-level coverage answers grounded in your actual policy language with citations to the source.

Board-Ready Deliverables

Option analyses, coverage summaries, and renewal reports your CFO and board can act on — faster approvals and clarity to negotiate better terms.

Year-Over-Year Visibility

Every renewal builds on the last. Structured, searchable program history ready for trend reporting and executive visibility.

One workspace. Every policy. Full visibility.

Policy Intelligence Workspace

Ask SOIFA

Your intelligent insurance assistant. Trained on insurance, grounded in your data, working across your entire portfolio.

Reason across your entire portfolio — not just one policy at a time

Surface coverage gaps and severity issues before your client does

Generate evidence-backed negotiation notes for carrier conversations

Create deliverables directly from conversation — SOIs, comparisons, letters

Research carriers and insureds — AM Best ratings, industry profiles, claims contacts

Policy Library

Every policy structured, searchable, and persistent. Automatically enriched with intelligence from verified web sources.

Property & Casualty 20259 docs
Enriched
Commercial PropertyPolicyZurich
General LiabilityPolicyHartford
Umbrella / ExcessQuoteChubb
Workers' CompensationPolicyTravelers
Cyber LiabilityPolicyAIG
Professional E&OQuoteBerkley
Commercial AutoPolicyProgressive
Carrier Intelligence
Zurich — AM Best A+Hartford — AM Best A+AIG — AM Best A

Intelligent grouping — related policies, quotes, and endorsements auto-organized into Insurance Programs

Carrier profiles — AM Best ratings, lines of business, claims contacts

Insured profiles — industry classification, key locations, business context

Full-text search across every extracted field and document

Sourced, traceable, and refreshed automatically

Deliverables

Every document your team needs — summaries, comparisons, letters, and notices — generated from structured policy data with citations to every source. Minutes, not hours.

Summary of Insurance and Program Overviews — with citations to every source page

Six comparison types — renewal, quote, quote vs. bound, carrier, timeseries, and mixed

Letters and notices — BOR, cancellation, non-renewal, endorsement requests, COI requests, and more

Document Studio — describe what you need, drafted from your policy data, branded and ready to send

Every document cited to the source and exported as a branded, audit-ready PDF

Command Center

Clients, timelines, renewal deadlines, and team activity in one view.

24

Active Policies

$2.8M

Total Premium

3

Expiring Soon

Upcoming
GL Renewal — Acme Corp3 days
Property Exp. — TechFlow12 days
WC Quote Review — Meridian18 days
2 overdue tasks need attention

Policy dates, renewals, and service milestones

Proactive alerts when deadlines approach or work goes stale

Client portfolio with account history and contacts

KPIs and portfolio metrics at a glance

Enterprise-Grade Security

AES-256 Encryption

At rest and in transit

SOC 2 Type II

Compliance roadmap Coming Soon

Per-Tenant Isolation

Fully isolated data

Role-Based Access

Granular permissions

By the Numbers

Built for Scale

850+

Policies Processed

Across property, casualty, cyber & more

90%

Time Saved

On summary and comparison workflows

1,200+

Data Points Per Policy

Extracted, structured, and cited

Turn Knowledge into
Competitive Advantage.

Structured policy intelligence your team can search, cite, and act on.