Automate your insurance brokerage processes.
Easily and rapidly create insurance recommendation reports for your clients. Save time. Focus on the core elements of your business.
Features
We generate recommendation reports using AI/ML. The application is end-to-end covering everything from configuring insurance policies to generating the report.
Create and Generate
Create a new report adding insurance companies and policies. Set one of them as the recommended option. Our software will do the rest.
Visualize, edit and export
Visualize the report, edit it and export it to PDF.
Report panel
Find, search or filter previously created reports.
App configuration
Add, edit or remove insurance companies and policies. Add a knowledge base to policies for use with our AI/ML systems in report generation. Manage users