Built for mid-market & small agencies.
Built for mid-market & small agencies.
Built for mid-market & small agencies.
Scale complex operations, unify systems, and ensure compliance across every line of business.
Scale complex operations, unify systems, and ensure compliance across every line of business.
The challenge
Growing an agency shouldn't mean growing the busywork.
Growing an agency shouldn't mean growing the busywork.
Growing an agency shouldn’t mean growing the busywork.
brokerages today
"Can you help me compare these carrier options?"
“Can you help me compare
these carrier options?”
“Can you find gaps in coverage?”
“Can you find gaps in coverage?”
Renewal.pdf
Renewal.pdf
“Can someone send the updated certificate?”
“Can someone send the
updated certificate?”
“Did we follow up with the client yet?”
“Did we follow up with the client yet?”
Renewal Checklist.xlsx
“Can someone review this renewal quote before we send it?”
Repetitive work
Repetitive work
Lean teams
Lean teams
Limited time
Limited time
brokerages with cara
Every team. One platform for scaling your operations.
Bring insurance workflows, documents, and knowledge together across your entire brokerage.
Designed for agencies of all sizes
Designed for agencies of all sizes
Built for the way independent agencies already work.
Built for the way independent agencies already work.
Automate repetitive work
Handle the routine work that takes up hours every week, from document review and form filling to proposals, certificates, and client communications.
Automate repetitive work
Handle the routine work that takes up hours every week, from document review and form filling to proposals, certificates, and client communications.
Keep your best processes moving
Turn the way your team already works into repeatable workflows, so important processes don't depend on one person's memory or availability.
Keep your best processes moving
Turn the way your team already works into repeatable workflows, so important processes don't depend on one person's memory or availability.
Work with the systems you already use
Cara fits into your existing agency workflow and works alongside the tools your team relies on every day.
Work with the systems you already use
Cara fits into your existing agency workflow and works alongside the tools your team relies on every day.
Automate what should
be automatic.
Automate what should
be automatic.
Automate what should be automatic.
Let Cara handle the repetitive work, so your team can spend more time on the work that requires their expertise, judgment, and relationships.
“Cara works as a really flexible assistant that can lighten the load for your best producers.”
“Cara works as a really flexible assistant that can lighten the load for your best producers.”
Mike
Mike
Project Manager, HH Insurance
Project Manager, HH Insurance
TRUSTED BY LEADING INSURANCE BROKERAGES:
TRUSTED BY LEADING INSURANCE BROKERAGES:
TRUSTED BY LEADING INSURANCE BROKERAGES:
Ready to Transform Your Operations?
See how Cara can help your team scale with industry-leading AI.
Book a Demo
Ready to Transform Your Operations?
See how Cara can help your team scale with industry-leading AI.
Book a Demo
Ready to Transform Your Operations?
See how Cara can help your team scale with industry-leading AI.
Book a Demo
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