A personal assistant for every agent
Our workflow functions help streamline dozens of sales and service workflows through intelligent automation and collaboration - all in one place.
Policy Comparison & Checking
Quote Proposal Generation
ACORD & Supplemental Form Cross-Filling
A unified system for agency operations
Bring together custom workflows and integrations in one intelligent operating layer.
Custom Workflows
Servicing Management
Integrations
Leverage data for smarter servicing
The Knowledge module is Cara’s AI memory, storing and referencing your agency’s knowledge and data.
Risk Placement
Employee Training
Extract Insights Across Documents
Support your clients anywhere, 24/7
Communication tools enable seamless collaboration with clients, partners, and teams across every interaction.
Email AI Assistant
Inbound Voice AI Receptionist
Outbound Voice AI Assistant
50
0
Jan
Feb
Mar
Apr
Sales and servicing workflows automated
Types of tasks Cara can handle
Hours saved a week per employee
