Professional AI for Insurance Servicing
Cara grows your insurance agency, brokerage, or MGA with domain-specific AI that automates servicing and assists with sales.
In partnership with
Independent modules. One integrated system.
The service solution built for insurance
Choose the modules that make sense for you, and see how Cara's integrated design delivers compounding value.
A personal assistant for every agent
Copilot
Delegate complex tasks to AI assistants to automate workflows and drive sales.
- Compare quotes and contracts.
- Analyze quotes and vendor contracts to summarize key points and identify coverage gaps.
- Analyze policy documents.
- Drag and drop policy documents to search and summarize coverage details for your customers.
- Quote and bind automation.
- Automate application intake, form generation, and bind submissions.
Unified service and ticketing system
Service
Collaborate and automatically resolve customer requests in an AI-first workspace.
- Unified ticket management.
- Manage all customer requests in a single place.
- Automate customer inquiries.
- AI summarizes emails and phone calls, generates action items, and draft responses for your approval.
- COI generation.
- Let Cara generate certificates of insurance for you to review and send.
Support your clients anywhere, 24/7
Communication
24/7 self-serve customer support across web, email, and phone calls.
- Voice AI.
- Cara can answer inbound calls, collect customer info, triage requests, handle claim FNOL, and service common needs.
- Email AI.
- Cara can handle email inquiries and assist agents with servicing tasks.
- White-labeled policyholder portal.
- Clients can access policy information and generate certificates digitally.
Leverage data for smarter servicing
Knowledge
Upload, manage, and analyze policies and documents using generative AI.
- Find answers fast.
- Query and search policy documents and contracts with generative AI.
- Extract insights across data.
- Combine multiple documents and sources to get holistic insights.
- Private, encrypted, and secure.
- Your data is private to you and your customers.
Cara returns 10+ hours per week to each agent and service rep, and drives higher customer satisfaction.
- Servicing workflows automated*
- 70%
- Types of tasks Cara can handle
- 30+
- Cara's availability for your clients
- 24/7
Tailor-fit to your use case
Designed to augment everyone at your agency
Email assistant
Forward emails or include Cara in email threads to triage service requests, draft customer responses, and automate tasks with your final approval.
Built for your agency
Cara works with all your favorite tools
Connect Cara to the tools you already use, from email to AMS and CRM.
See Cara in action
Get started in minutes and see how Cara can reimagine servicing for your agency.