Insurance AI Portfolio

Scans agency workflows and client files for E&O exposure. Flags missing documentation, coverage gaps, and non-standard endorsements.

AI that pulls loss runs, analyzes exposure data, and pre-fills rating worksheets for the 7 major commercial lines.

Helps brokers identify which carriers are most likely to write a specific risk based on account characteristics. Broker inputs account details, AI returns ranked list of carriers with current appetite, recent rate changes, and submission requirements. Reduces time spent shopping accounts to multiple carriers.

AI-powered first notice of loss (FNOL) triage. When a claim comes in, AI categorizes it by line of business, estimated severity, and required documentation, routes it to the right adjuster, and drafts the acknowledgment letter. Flags potential fraud indicators based on pattern matching against historical claims data.

White-label version of the Renewal Data Chase Automator configurable for any insurance intake workflow — not just renewals. New business applications, claims intake, endorsement requests. A platform play rather than a single-use product.

B2C consumer insurance education platform. Helps consumers understand their own insurance policies in plain English. Upload your policy, ask questions, get answers.

Monitors the Iowa Insurance Division website for new bulletins, regulatory changes, and enforcement actions. Sends real-time email alerts to subscribers. Positions Rich as the go-to source for Iowa insurance regulatory intelligence.

Standalone site or expanded Learning Center module. Industry standard for AI governance education in insurance. Genuinely educational courses, not checkbox compliance.

Standalone SaaS for commercial underwriters at insurance carriers and MGAs. Reviews commercial submissions in under 10 minutes with higher accuracy and complete audit trail.

Standalone SaaS product for independent insurance agency principals. Real-time KPI dashboard replacing AMS reporting buried in menus. Six KPI cards, producer performance table, renewal pipeline, carrier mix chart, CSV import.

Standalone SaaS dashboard for independent insurance agency principals. Real-time visibility into premiums, renewals, carrier mix, and producer performance — zero AMS integration required on day one. CSV import for instant onboarding.

B2B SaaS tool for insurance compliance management. 50-state regulatory database, PDF processing, AI audit capabilities, policy translator, multi-agent collaboration system.

CertSync AI — self-service Certificate of Insurance (COI) issuance and compliance tracking platform for independent insurance agencies. Automates standard COI issuance (60 seconds, no human touch) while routing non-standard requests to human review. Three user types: Insured (self-service portal), Agency (dashboard with queue), Certificate Holder (compliance dashboard).

Conversational AI intake for commercial insurance renewals. Brokers generate a smart link, clients complete a mobile-friendly questionnaire, AI extracts data from uploaded documents, ACORD PDF generated automatically.