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AI models with context on industry benchmarks and policy structures to interpret existing policy terms, endorsements, and clauses.
Integration with BMS to retrieve client profiles, exposure information, and historical policy data.
Data ingestion and continuous updates to ensure alignment with typical coverage patterns and industry guidance.
Data security and compliance features to protect client information.
Analyze client-submitted data, including exposures, business context, and other relevant information.
Extract and interpret existing policy terms (e.g., endorsements, exclusions, clauses).
Benchmark against typical coverage patterns and industry guidance to identify coverage gaps.
Prioritize identified coverage gaps and provide rationale based on considerations such as industry standards and risk.
Recommend relevant products and coverage options tailored to the client profile, and generate summaries for client discussions.
BMS Integration: Integration with BMS for secure data capture and storage.
Applied ARS Integration: Integration with Applied ARS to enable automated quote generation.
Dedicated Parsers for Renewal: Document parsing capability for 5–6 carrier renewal documents with high accuracy.
Extensibility Framework: Modular architecture to support future enhancements and additional automation.
AI Chatbot for Client Onboarding: Collect client information, answer onboarding questions, and guide users through the onboarding process.
Data Collection & Storage: Capture and store collected data directly in the broker’s BMS.
Document Processing: Enable clients to upload renewal documents and extract key data to accelerate the onboarding process.
Quotes Generation: Generate quotes based on collected information.
