Cara | Agency Intelligence System

Professional AI for

Insurance Brokerages

Enterprise-grade AI for agencies, brokerages, and wholesalers to accelerate sales and automate servicing

Book a Demo

Professional AI for

Insurance Brokerages

Enterprise-grade AI for agencies, brokerages, and wholesalers to accelerate sales and automate services

Book a Demo

Product Demo Video

Trusted by leading insurance brokerages

Meet our Customers

Trusted by leading insurance brokerages

Meet our Customers

Trusted by leading insurance brokerages

Meet our Customers

Enterprise grade professional AI

Built by agents, for agents

Cara is the AI Customer Service Representative purpose-built for insurance. It automates daily manual tasks, client requests, and new sale and renewal workflows, so your team can focus on premium production and customer relationships.

One platform, purpose-built for every insurance operation

One platform, purpose-built for every
insurance operation

One platform, purpose-built
for every insurance operation

Choose the modules that make sense for you, and see how Cara's integrated design delivers compounding value.

Workflows

Build and manage AI-powered workflows that automate repeatable processes, streamline operations, and help teams work more efficiently.

Explore Workflows

Orchestration

Coordinate operations across teams, systems, and processes with intelligent workflows that bring structure to complex client requests.

Explore Orchestration

Knowledge

The Knowledge module is Cara’s AI memory, storing and referencing your agency’s appetite guides, SOPs, and account data.

Explore Knowledge

Communication

Cara’s Communication tools enable seamless collaboration and communication with clients and partners across Voice and Email AI.

Explore Communication

Success Stories

Trusted by Insurance Leaders

See Client Stories

First Choice

"Partnering with Cara allows us to deliver cutting-edge AI capabilities that streamline operations, reduce complexity, and free up our members to focus on what matters most."

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HH Insurance

"Cara works as a really flexible assistant that can lighten the load for your best producers."

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Keslar Insurance Agency

"Cara works 24/7, helps us grow faster, and allows us to win larger accounts without adding headcount. The return is exponential."

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In partnership with

Designed to augment everyone at your agency

It's like having an AI CSR for every team member.

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COI generation

Explore policy documents

Document collection

Email assistant

Triage calls

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Drag and drop quotes, contracts, and policy documents to compare coverage, extract key insights, and draft customer responses and quote presentations.

Human-like ai chat generative ai feature

Deliver fast, natural conversations powered by AI without increasing your support team.

Smart system integration

Easily connect channels, tools, and workflows to power unified support across your ecosystem.

Chats that feel human but powered by AI

Deliver instant, intelligent, and always-on support — without scaling your team.

Research & compare

COI generation

Explore policy documents

Document collection

Email assistant

Triage calls

Research and compare

Drag and drop quotes, contracts, and policy documents to compare coverage, extract key insights, and draft customer responses and quote presentations.

Human-like ai chat generative ai feature

Deliver fast, natural conversations powered by AI without increasing your support team.

Smart system integration

Easily connect channels, tools, and workflows to power unified support across your ecosystem.

Chats that feel human but powered by AI

Deliver instant, intelligent, and always-on support — without scaling your team.

Research & compare

COI generation

Explore policy documents

Document collection

Email assistant

Triage calls

Research and compare

Drag and drop quotes, contracts, and policy documents to compare coverage, extract key insights, and draft customer responses and quote presentations.