Professional AI for
Insurance Brokerages
Professional AI for
Insurance Brokerages
Enterprise-grade AI for agencies, brokerages, and wholesalers to accelerate sales and automate servicing
Enterprise-grade AI for agencies, brokerages, and wholesalers to accelerate sales and automate servicing
Book a Demo
Professional AI for
Insurance Brokerages
Insurance Brokerages
Enterprise-grade AI for agencies, brokerages, and wholesalers to accelerate sales and automate services
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
Trusted by leading insurance brokerages
Trusted by leading insurance brokerages
Enterprise grade professional AI
Built by agents, for agents
Built by agents, for agents
Cara is an AI platform 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.
Choose the modules that make sense for you, and see how Cara's integrated design delivers compounding value.
Workflows
Workflows
Build and manage AI-powered workflows that automate repeatable processes, streamline operations, and help teams work more efficiently.
Explore Workflows
Orchestration
Orchestration
Coordinate operations across teams, systems, and processes with intelligent workflows that bring structure to complex client requests.
Explore Orchestration
Knowledge
Knowledge
The Knowledge module is Cara’s AI memory, storing and referencing your agency’s appetite guides, SOPs, and account data.
Explore Knowledge
Communication
Communication
Cara’s Communication tools enable seamless collaboration and communication with clients and partners across Voice and Email AI.
Explore Communication
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."
HH Insurance
"Cara works as a really flexible assistant that can lighten the load for your best producers."
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."
Designed to augment everyone at your agency
Designed to augment everyone at your agency
Designed to augment everyone at your agency
It's like having an AI assistant for every team member.
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.
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.
Cara works with all your favorite tools
Cara works with all your favorite tools
Cara works with all
your favorite tools
Connect Cara to the tools you already use, from email to AMS and CRM.
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 daily operations for your agency.
Book a Demo
See Cara in Action
Get started in minutes and see how Cara can reimagine daily operations for your agency.
Book a Demo
See Cara in Action
Get started in minutes and see how Cara can reimagine daily operations for your agency.
