AI File Cabinet is a searchable archive for your desks, with drawers per department: policy form editions by state, underwriting bulletins, agency agreements, catastrophe procedures, recorded training calls. Every page is read and every recording transcribed, so a team member asks in plain words and opens the proof at its page or second. Claims and policy records stay in your core systems.
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 policy forms, agency agreements and procedures; only agency relations edits agreements.”
Lisa“Done: three drawers created; only agency relations can edit agreements, and everyone on the desk can read forms and procedures.”
Any setting, in any module · applied only on your yes
How Insurance Carriers use it
A service lead asks which homeowner form edition was in force in one state last year and opens the right document.
Agency relations finds a signed agency agreement from six years ago by asking for the agency's name.
A trainer searches recorded calls for a well-handled death notification and opens it at the right second.
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 File Cabinet does, for every business ›
Works withAI E-mailAI PhoneAI QuotingAI Web FormsAI Team Assistant
Questions & answers
Yes. Every document in the File Cabinet is read, so a team member can ask for a form edition by state or a bulletin by topic and open it at the page with the answer.
No. Policies and claims stay in your core systems. The File Cabinet holds the documents around them, such as forms libraries, bulletins, agreements and procedures, and makes them searchable.
Yes. Each drawer gives each person one right: read, add, edit or manage. Agency relations can keep agreements to itself while the whole service desk reads the procedures.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Insurance Carriers ›
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.
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