AI File Cabinet for Insurance Agencies. Loss runs, signed forms and carrier bulletins found in seconds.
AI File Cabinet is the agency's searchable archive, with drawers per department and files per client or commercial account: signed applications and rejection forms, loss runs, inspection photos, carrier bulletins, recorded calls. Every page is read and every recording transcribed, so staff ask in plain words and open the proof at the right page.
TRY AI FILE CABINET FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Create drawers for personal lines, commercial and benefits; producers read, CSRs add.”
Lisa“Done: three drawers created, personal lines, commercial and benefits; producers can read and CSRs can add documents. Who manages the benefits drawer?”
Any setting, in any module · applied only on your yes
How Insurance Agencies use it
An account manager asks for a client's signed coverage rejection form and opens it at the signature page.
A producer preparing a contractor's renewal finds three years of loss runs in the account's file, scanned from paper.
Old paper client folders are scanned by phone into each client's file and become searchable in plain words.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Drawers per department with one right per person: read, add, edit, manage
- Files per project, customer or matter; documents of any kind with versions
- Every page read, every recording transcribed; ask in plain words and open the proof at its page or second
- 100 GB of archive included, more space when you need it
- Phone scan, e-mail-in, filing from Mail and Phone; imports from Drive, Microsoft, Dropbox, Box and ZIP
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI File Cabinet does, for every business ›
Works withAI E-mailAI PhoneAI QuotingAI Web FormsAI Team Assistant
Questions & answers
AI File Cabinet for Insurance Agencies: questions & answers
Can AI search an insurance agency's documents in plain language?
Yes. Every document, scan and recording in the File Cabinet is read, so a CSR can ask for a contractor's loss runs or a client's signed rejection form and open it at the page where the answer is.
Does the File Cabinet replace our agency management system?
No. Policies and downloads stay in your agency management system. The File Cabinet holds what usually sits in shared drives and paper folders, such as signed forms, loss runs, photos and carrier bulletins, and makes it searchable.
Who can see which agency documents?
You decide per drawer and per person: read, add, edit or manage. The benefits team can keep its drawer to itself, while the whole agency reads the carrier bulletins drawer.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Insurance Agencies ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
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