Ask your agency's own playbook anything.

Upload your underwriting guidelines, carrier appetite, or procedures. Ask a question. Watch the assistant answer like it's already part of the team — and see how easily it adapts to a new agency.

1
Upload playbook
2
Name the agency
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Ask a question

Configure this demo

Drop a PDF here or click to upload

Underwriting guidelines, carrier appetite, procedures — anything your team refers to daily.

No playbook uploaded yet — the assistant will answer using general insurance knowledge until you add one.

Ask the assistant

8 of 8 questions left