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Automate

Increase your firm’s effectiveness with digital agents. Real automation for the trading desk. 

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The PRO Suite

GenPRO

GenPRO is more than document analysis. GenPRO does everything your trading desk needs. It is a private, insurance-specialized generative AI solution that thinks, reasons, and collaborates alongside every role in your firm, from producers and service teams to risk managers and marketing, saving hours every week while keeping your client data completely secure.

Ready to transform how your team works?

Why It Matters

  • Your trading desk needs time savings, but only if they come with accuracy.  On average, GenPRO saves users 20% of their time across sales, service, risk management, and marketing workflows.
  • Large, complex documents or spreadsheets become concise, actionable insights ready for client presentations and decision making in minutes.
  • Your client data never touches a public AI model. GenPRO runs on a private Large Language Model hosted on AWS, built exclusively for insurance workflows.
  • Private, insurance-trained generative AI designed for every role in your brokerage
  • Advanced reasoning and thought partnership for complex insurance challenges.  GenPRO writes its own code to accomplish the task with depth, accuracy and quality
  • Time savings across sales, service, risk management, and marketing workflows
  • Secure architecture powered by a private LLM and AWS infrastructure
  • Continuous value discovery as your team finds new ways to leverage GenPRO
  • Ability to easily extract GenPRO output into your client-ready templates
  • Producers and Sales — Consult GenPRO throughout the sales process, analyze PRO Suite outputs, and walk into every meeting equipped with a toolkit competitors cannot match
  • Service Teams — Reduce manual tasks, improve processes, and support both new and seasoned team members with learning, licensing, and day-to-day efficiency
  • Risk Management — Drive deeper client conversations equipped with data-backed insights and cut meeting prep time by hours
  • Marketing — Streamline the RFP process with AI-powered research, writing, and analysis that saves significant time and improves output quality
  • Every Role — Use GenPRO as a thought partner for brainstorming, problem solving, and tackling complex challenges unique to your brokerage

StewardshipPRO

Your brokerage delivers advice and advocacy to its clients – also known as consulting.  Strong consultants help their clients get to the future they desire.  Stewardship is forward-looking, and stewardship meetings should be an experience, not a report. StewardshipPRO uses AI to automatically generate interactive timelines of your annual accomplishments, cutting prep time down by hours and transforming every client meeting into a dynamic, forward-looking conversation centered on strategy, road mapping and risk management.

Ready to Redefine Client Stewardship?

Why It Matters

  • Traditional stewardship reports are static, time-consuming, and often go unread. StewardshipPRO transforms them into dynamic, interactive client experiences that demonstrate your value at a glance.
  • Automatically surface everything you have delivered over the past year so your team walks into every meeting prepared and confident without the manual effort.
  • Position your firm as a consultative, digital-first partner by using meetings to set strategies and actions for the next 12 months rather than just looking back.
  • Make value and opportunity visible in every meeting, turning stewardship conversations into natural moments to win new business, uncover gaps, and expand relationships across additional products and services.
  • AI-powered timeline of annual accomplishments generated automatically
  • Interactive client experience that replaces static stewardship reports
  • Significantly reduced prep time for every stewardship meeting
  • Forward-looking strategy tools for planning the next 12 months
  • Proactive risk identification to stay ahead of client needs
  • Visualize your client activity data in StewardshipPRO
  • AI organizes and visualizes accomplishments into an interactive timeline
  • Use the platform during meetings to guide strategy and plan the year ahead

Benefit GuidePRO

Building benefit guides is one of the most time-consuming and error-prone tasks in your brokerage. Benefit GuidePRO uses AI to analyze multiple plan documents, extract accurate coverage details, and generate personalized employee guides in minutes, cutting creation time by up to 80% and delivering the accuracy and consistency your clients expect.

Ready to transform benefit guide creation?

Why It Matters

  • What used to take days now takes minutes. Benefit GuidePRO automates the entire guide creation process so your team can focus on higher-value work.
  • AI ensures every guide is precise and consistent across multiple plan documents, eliminating the risk of manual cross-checking errors.
  • Employees receive clear, personalized guides that help them understand their options and make confident, informed benefit decisions.
  • AI-powered document analysis across multiple benefit plans simultaneously
  • Automatic extraction of coverage details for accuracy and consistency
  • Personalized benefit guides generated and ready for employee distribution
  • Up to 80% reduction in guide creation time
  • Consistent, compliant output across all documents
  • Upload multiple benefit plan documents into Benefit GuidePRO
  • AI processes and extracts key coverage details automatically
  • Generate personalized, client-ready guides for employee distribution in minutes