Automate your
submission flow
No more scanning through dozens of PDF pages. Copilot extracts critical information from documents like:
Broker Emails
Acord Forms
Supplemental Applications
SOVs
Vehicle Lists
And more
The Ultimate Underwriting Copilot
Copilot gives you everything you need to underwrite
commercial and specialty insurance. All in one place.
Ready to use in minutes, not months
No upfront integrations needed
All commercial & specialty LOBs
All the tools you need,
right at your fingertips
Automate your
View all your submissions in one central Hub
Stop using your email inbox
Scan submission details at a glance and dive into the highest priority risks
Search, filter, and sort
Search for (almost) anything to find any risk, or filter to submissions that need urgent review
Extract complex loss runs in a flash
Copilot processes even the toughest loss runs within seconds, serving up claim-by-claim details and aggregated summaries
Fully digitized claim histories in 5 seconds
Handle scans, rotations, and distortions without the hassle
Automatically process over 90% of loss run formats
Business classification is just the beginning
Automatic NAICS and GL code assignment for any business
Prioritize the submissions that are most likely to bind - and always adhere to appetite
Organize anything by business class
Sort, filter and find submissions based on their class, or measure your book performance by business class in the Management Dashboard
Find hidden exposures - faster than ever
No more juggling a dozen systems to evaluate a risk. Copilot's powerful AI sources insight from submission info and third party sources, including:
News Articles
Online Reviews
Government Databases
OSHA Violations
Legal Actions
Catastrophe and Crime Scores
Automatically run every risk against your objectives
Focus your underwriting on the most
appealing risks
Prioritize the submissions that are most likely to bind and be profitable - and always adhere to appetite
Update your objectives at any point
Change in priorities? Big storm brewing? Adjust your portfolio objectives and guidelines in 30 seconds - you have full control
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Understand and optimize your book
Experience the Management Dashboard
Leaders can finally understand your book in detail - exposure concentration, sub-unit performance, top distribution partners, performance against targets, portfolio composition, and more
Easy integrations make setup a breeze
Focus on underwriting while our easy-to-use APIs and email integrations do the rest
Set up an email integration in minutes
Seamlessly sync with submission and policy admin systems
Email distribution partners directly from Copilot
Keep your data secure
Information security is at the core of everything we do. We are SOC 2 Type II certified, and all data is stored on secure US-based cloud servers.
We’re trusted by leading insurers for a reason.
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Hassle-free setup
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See the value on day one
