Producer licensing and claim documents your AI can look up — safely.
Carriers and agencies already own the systems of record. What they lack is a safe way for Copilot, ChatGPT or Claude to answer 'is this producer appointed in Ohio?' from the real data, with the lookup logged.
Three packs to start with. Each is one board, one job, one scoped tool surface.
Pack names are working titles; a pack is configured to your terms during implementation. Pricing follows the per-seat ladder, with the unit that makes sense for the job shown on each card.
ProducerTrack
State licenses, carrier appointments, E&O certificates and CE deadlines per producer.
ClaimChase
Outstanding claim documents — medical records, IME reports, proofs of loss — with request cadence and aging.
TPAProof
Third-party administrator and vendor compliance evidence: SOC reports, COIs, audit findings, remediation dates.
Your systems stay the record. We add the safe way in.
Connections are built during implementation as scoped, read-only tool surfaces first. Typical insurance systems:
- Policy admin (Guidewire, Duck Creek, Majesco)
- Agency management (Applied Epic, Vertafore AMS360)
- Salesforce Financial Services Cloud
- Claims and document management (OnBase, ImageRight)
- NIPR / Sircon licensing feeds
What changes on day one.
The auditor's first questions, answered early
The board is sorted by what an auditor, adjuster or inspector would ask for first, and your assistant can answer it before the visit.
No one pastes into a chatbot
Data never leaves the system of record to sit in a prompt. The assistant asks a named tool, the tool answers from the live record, and the call is logged.
Chasing that actually happens
Renewal and document requests go out on a cadence your admins set, under your name, with opt-outs per record.
Artificl apps are recordkeeping and integration tools, not compliance, legal or insurance advice. Which records you must keep, and for how long, remains your decision and your regulator's.
Bring one plant, one region or one team.
Discovery is a half-day. Working tools by the end of week one.