AI for wholesale brokerages.
AI for wholesale brokerages.
AI for wholesale brokerages.
Cara helps wholesale brokers, MGAs, and MGUs move submissions faster, handle greater volume, and deliver better service to retail agency partners.
Cara helps wholesale brokers, MGAs, and MGUs move submissions faster, handle greater volume, and deliver better service to retail agency partners.
The challenge
Wholesale teams spend too much time reviewing
Wholesale teams spend too much time reviewing
Wholesale teams spend too much time reviewing
WHOLEsALERS today
"When is this renewal coming through?"
“When is this renewal coming through?”
“Where is the form for this client?”
“Where is the form for this client?”
ACORD Form_v7pdf
ACORD Form_v7pdf
Renewal Checklist.xlsx
“Where is the latest carrier quote?”
“Where is the latest carrier quote?”
"What other information does this underwriter need?"
Distributed Teams
Distributed Teams
Slow Turnaround
Slow Turnaround
High Submission Volume
High Submission Volume
Wholesalers with cara
Every team. One platform for scaling your operations.
Bring insurance workflows, documents, and knowledge together across your entire retail agency.
Designed for WHOLESALERS
Designed for WHOLESALERS
Every submission takes work.
Cara helps handle it.
Every submission takes work.
Cara helps handle it.
Faster submission handling
Automatically review submissions, extract key risk details, identify missing information, and prepare accounts for underwriting.
Faster submission handling
Automatically review submissions, extract key risk details, identify missing information, and prepare accounts for underwriting.
Built for volume
Process more submissions without increasing headcount linearly, allowing brokers and underwriters to spend more time on placement and relationships.
Built for volume
Process more submissions without increasing headcount linearly, allowing brokers and underwriters to spend more time on placement and relationships.
Faster turnaround for retail agencies
Respond to retail agents faster, reduce back-and-forth, and provide greater visibility throughout the submission and placement process.
Faster turnaround for retail agencies
Respond to retail agents faster, reduce back-and-forth, and provide greater visibility throughout the submission and placement process.
Move faster on every submission.
Move faster on every submission.
See how Cara can help wholesalers move faster on every submission.
"At FirstChoice, our mission has always been to empower independent agencies with the tools and resources they need to thrive.
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—serving clients and driving growth"
“At FirstChoice, our mission has always been to empower independent agencies with the tools and resources they need to thrive.
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—serving clients and driving growth”
Keith Captain
Keith Captain
President, FirstChoice
President, FirstChoice
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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