Cara

With Cara, you get many useful features. It acts as an assistant, automating quote comparisons, document analysis, and application processing. You also get a smart system for managing customer requests, handling emails, and creating certificates of insurance. It even provides 24/7 client support via AI on calls and emails.

Cara uses special AI to automate different parts of your insurance operations. You select the modules you need, like Copilot for complex jobs or Service for customer support. It connects with your existing tools, such as email and CRM. The system summarizes information, drafts responses, and finds answers in documents to boost agency output.

Centralizes all customer requests and inquiries in a single, organized system.

AI summarizes customer communications, generates action items, and drafts responses for agent approval.

AI automatically generates Certificates of Insurance for agents to review and send to clients.

Handles inbound calls, collects customer information, triages requests, processes claim FNOL, and addresses common service needs 24/7.

Manages email inquiries and provides direct assistance to agents for servicing tasks.

Provides clients with 24/7 digital access to policy information and self-service COI generation.

Enables quick querying and searching of policy documents and contracts using generative AI.

Combines information from multiple documents and sources to provide holistic insights.

Ensures customer and policy data remains private, encrypted, and secure.

Integrates with existing agency tools like email, Agency Management Systems (AMS), and Customer Relationship Management (CRM) platforms.

Insurance service teams are often overwhelmed by high volumes of customer inquiries and manual certificate of insurance (COI) generation, leading to slower response times and reduced agent productivity. Cara automates the processing of customer emails and calls, summarizing requests, generating action items, drafting responses for approval, and automatically creating COIs, significantly improving service efficiency.

Clients often require immediate access to policy information or need assistance outside of standard business hours, which can strain agent availability and impact satisfaction. Cara provides a white-labeled policyholder portal for digital access to policy details and self-service certificate generation, complemented by 24/7 Voice and Email AI to answer common questions, triage requests, and handle claim FNOL around the clock.

Managing vast repositories of insurance policies and contracts can make it challenging for agents to quickly locate specific details or synthesize information from multiple sources. Cara's Knowledge module uses generative AI to allow agencies to upload, manage, and query all policy documents, enabling rapid information retrieval and comprehensive insight extraction across diverse data sets.