Content Hub
Automatically surface what underwriters need
Create an intelligent information management layer that proactively identifies and surfaces key information for underwriters.
Global search
Easily access documents and data from across information silos with a simple search. Ask a simple question and instantly find every related policy and guideline, as well as notes from other underwriters across the organization.
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“We didn’t have a single place for all of our documentation – it was all in our heads or buried in emails, and it wasn’t integrated as part of our workflow. We were stepping on each other’s toes, and as we continued to grow, we realized that if we didn’t fix the problem now, it would snowball into something major later."
Konae C. Mignott, Chief Operating Officer
Content summarization
Get AI-driven content summaries with insights from all relevant documents and data, saving hours of underwriter time on research and analysis. Build agentic flows that kickoff summarization as soon as new documents arrive, extracting key information before an underwriter even knows to look for it.
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“This is what software is meant to do; for those repetitive, systematic ways of thinking, we should write algorithms to do that, so that humans can do what they do best; manage portfolios and manage relationships."
Dominic Grimaldi, Business Solutions Lead
Intelligent document processing
Upload, track, and manage documents and content, with AI that understands context, surfaces important organizational knowledge to underwriters when appropriate, identifies relationships, and tracks provenance. Automate the creation and distribution of documentation with agentic flows that keep internal teams and external partners informed and aligned.
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