Qualify Leads.Automate Quotes.

Tailored for MGAs and brokers: Secure off-hours inquiries into qualified deals 24/7.

Auto Renewals
Website Inquiry
Quote Intaking
Applied
Energent
EZLynx
Google Calendar
Outlook

Trusted by world's leading companies

Amazon
AWS
Stanford
UC Berkeley
GE
PwC
Experian

The AI tailored for
each MGA and broker

AI Sales

Replicates Your Best Sales Process

Scale your sales expertise. Our AI follows your custom playbook to ensure perfect consistency across every interaction.

Learn more

100%Consistent

Your Playbook

Sales Process

Energent AI

Energent AI

Replicates Process

Client A

Consistent

Client B

Consistent

Client C

Consistent

JD

James D.

Auto Insurance • SMS

Live
Energent AI

Energent AI

AMS Integration
CRM Sync
Quoting Raters
Email Suite

Seamless AMS and CRM Integration

Maintain your existing workflow with zero disruption. No new tools to learn—we handle the setup for you.

Outlook
Applied
Google Calendar
EZLynx
Outlook
Applied
Google Calendar
EZLynx
EZLynx
Applied
Google Calendar
Outlook
EZLynx
Applied
Google Calendar
Outlook
Google Calendar
Outlook
EZLynx
Applied
Google Calendar
Outlook
EZLynx
Applied
Energent
SOC 2 Type 2

SOC 2 Type 2

Audited security controls and validated data handling processes.

GDPR

GDPR

Comprehensive compliance with global standards, including EU and UK data protection laws.

Data Isolation

Strict data segregation for every customer to ensure absolute privacy.

Data Privacy

Your data is never used to train models for other clients.

LLM privacy

Data sent to LLM providers is neither stored nor used for training purposes by LLM provider.

Penetration testing

Regular third-party penetration tests conducted to identify and rectify vulnerabilities.

Security

Built for enterprise
security

Your data is protected with industry-leading security standards and compliance certifications.

Testimonials

What our users say

Trusted by the world's top MGAs, brokers, and advisors to turn chaos into clarity.

Lars Eriksson

CFO

We reduced days of manual financial analysis into minutes — with full confidence in the numbers.

Sophie Müller

Head of FP&A

The AI doesn't just show charts. It explains what changed and why.

Marco Bellini

Finance Director

Board reporting that used to take a week now takes an hour.

Astrid Johansson

VP of Finance

Variance analysis across 50 entities used to be a nightmare. Now it runs automatically with full drill-down.

Pierre Lefèvre

Controller

Our auditors love the traceability. Every number links back to the source document.

Elena Petrova

Senior Accountant

Revenue recognition analysis that took our team days is now done in minutes — accurately.

One partner, unlimited ROI

30x

Qualify Leads Faster

Capture customer data instantly and filter every lead against your custom criteria.

100%

Secure Quote Automation

Automatically convert inquiries into quote-ready data directly inside your AMS or rater.

20%

Boost Renewal Rates

Automate price comparisons and renewal quotes to effortlessly retain more customers.

Frequently Asked Questions

Discover quick and comprehensive answers to common questions about our platform, services, and features.