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Trusted by thousands of insurance professionals like you
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One centralized platform for organizing and scaling knowledge for the insurance industry
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High volumes of data and knowledge silos across teams causes information overload. Finding answers quickly is a challenge due to brittle search, multiple sources, and difficulties verifying the latest version.
Organizations struggle to scale efficiently, facing long call times, resource constraints, and a lack of self-service options for employees and partners.
As tenured staff leave, it results in a loss of institutional knowledge, creating inconsistencies across teams and onboarding challenges for new employees.
Implementing AI solutions faces hurdles like data quality issues, inconsistent formats, access control complexities, content duplication across sources, and lack of proper indexing.
Optimized Insurance Search: Our search models, trained on millions of insurance data points and fine-tuned with industry-specific language, acronyms, and coverages deliver instant, accurate results.
User Interface: A tailored experience with insurance-specific tags, filters, and a user-friendly design makes it easy to use and reduces training requirements, enhancing productivity.
Precise Results: Directly access relevant sections with previews, eliminating the need for endless scrolling and document searching.
Favorites: Quickly access your most frequently used or favorited documents, ensuring critical information is at your fingertips.
Announcements: Never miss important updates with searchable, image-supported announcements.
Highlighted Changes: Stay informed with automatic highlights of new or updated documents, keeping your team aware of changes.
Side-by-Side Comparisons: Search, surface, and compare hard-to-find details across contacts, decline rules, bulletins, wordings, forms, manuals, links, binding guidelines, and payment resources, all in one place.
Organize by Topic: Collect related documents on a topic, providing a single view of topical information linked to the source document.
For Brokers & MGA’s: Reduce the need to log in to individual carrier portals and search for risks, appetite, and frequently asked questions. View all key information in one place.
AI Summarize: Instantly get concise summaries, highlighting key points from selected text to save time and improve efficiency.
AI Email Classification: Automatically categorize emails to build a comprehensive knowledge base of answers from historical email responses.
AI Knowledge Vault: Upload any document, and our AI system will create a searchable knowledge vault, providing accurate, referenceable answers to your queries.
Improve People and Team Performance: Get insights and reports on individual or team needs, allowing you to identify who needs coaching.
Surface Trends and Knowledge Gaps: Identify top searches, popular topics and documents, as well as knowledge gaps that need addressing.
Comprehensive Document Monitoring: Track the number and versions of documents across different business lines and regions. Ensure updates are promptly disseminated to the appropriate teams for consistent and accurate information sharing.
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Organize and view content based on:
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