A personal assistant for every agent
Copilot streamlines sales and servicing workflows with intelligent automation and collaboration in one place.
Policy Comparison
Quote Proposal Generation
ACORD & Supplemental Form Cross-Filling
Unified service and ticketing system
Transform emails and calls into clear, actionable tasks your team can execute immediately.
Unified Ticket Management
COI Generation
Service Request Auto-resolution
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.
Policyholder Portal App
Voice AI Receptionist
Email AI Assistant
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0
Jan
Feb
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Apr
Servicing workflows automated
Types of tasks Cara can handle
Hours saved a week per employee
