Short, practical tutorials for every feature — from your first upload to building pre-loss inspection evidence and comparing renewal quotes.
Upload a policy, let the AI read it, and organize it into the right folder.
Request a report from your roofer, store it on the property, and have dated proof of condition ready for an adjuster.
Upload a lease, get the insurance obligations in plain English, and see which certificates fall short.
Send self-upload links, watch expirations, and keep every certificate attached to the property.
Assemble policies, inspection history, incident notes, and before-and-after photos into one package.
Brokers upload competing quotes, the AI builds a comparison grid, and clients review it in their own account.
Invite a client, file their documents in advance, and have everything appear the moment they sign up.
Create an agency, invite producers and CSRs with the right seat, and work one shared book instead of separate logins.
Assign a broker per policy or property, filter by broker, and control exactly what each one sees.
Request certificates on a schedule, verify them against loan requirements, and export an audit trail.
Understand opt-in sharing, revoking access, and how long documents are stored.
Run new business on a written intake checklist so the file is complete before the first renewal.
A repeatable pre-renewal clock so nothing lands the week of expiration.
Compare like for like, document what was offered and declined, and keep the decision in writing.
Proactive touches, clean mid-term handling, and a file that survives a producer change.