AI Chat for your team is AI chat for insurance agency teams that searches the web, reads the pages and shows where every fact came from, then checks it. A CSR finds the weather alerts in a client's county, a contractor's confirmed phone number or a state's code section, and your client records are never read there.
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7 days free · per company, never per seat · nothing to install


Storm alerts
Ask for the alerts in effect in a state and get the count, the list by kind and the storms with their winds and position, from the official services.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Check every answer for my team, not only the important ones.”
Lisa“Verify will be set to Always, so every answer your team gets is fact-checked before it shows. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Insurance Agencies use it
On a storm morning a CSR asks for the alerts in effect in Florida and gets the list by kind, with their end times.
A producer needs a restoration contractor's office number; the chat gives verified phone numbers for insurance agencies only once two sources agree.
The principal pastes a figure from a trade article to verify it, and each fact comes back with its passage and source.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI Chat for your team does, for every business ›
Works withAI Time MachineAI Knowledge
Web research
It does the web research for insurance CSRs that used to take a dozen tabs, with every source shown.
A flood warning, a heat advisory or a hurricane's position, each with its severity and the hour it ends, so the agency knows which clients may call first.
It is a fact-checked AI chat for insurance agents: each answer is checked by an independent AI and by code, and every number, address and date must appear on the cited page.
Print an answer on the agency letterhead, open it as a draft in Mail or make a task from it for a colleague at the agency.
Questions & answers
Anything on the web: the weather alerts in a county, a supplier's minimums, a phone number confirmed on two sources, a question of state law answered from the codes. Each answer shows its sources and the result of the check: verified, partly verified or not verifiable.
No. AI Chat never reads your company's records; that is the AI Team Assistant's job. Card and bank numbers are removed from a message before any AI sees it, and a Temporary chat is never kept.
It gives general legal information from the state's code, the city's code, a court or an agency, marked official, with the section and a link, and says once that this is not legal advice. When the question names no state, it asks which one first.
Every person, by level and department: web search, maps, deep research and files are given per level, and administrators can read the chats, which every person is told under the box where they type.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Insurance Agencies ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›


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