Claire works across email, SMS, and chat. Your whole team shares one agent with full context. Tap an example to see her in action.

Lease Signing

Your landlord needs a COI? Claire finds the right policy, generates the certificate, and sends it. Done in minutes, not days.

Examples

Proof of Insurance

Client needs proof of coverage? Claire generates the certificate and sends it directly. No broker back-and-forth.

Examples

Help with Claims

Claire walks you through what to do and files the claim with your carrier. Anyone on your team can text her directly.

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Coverage Questions

Buying new equipment or expanding? Claire checks your policies against your QuickBooks data and tells you if you need more coverage.

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Policy Renewals

Claire flags upcoming renewals, pulls quotes, and processes the renewal before you have a gap.

Examples

Workers Comp

Claire syncs with QuickBooks and auto-adjusts your WC policy as payroll changes. Your HR and ops teams can text her directly.

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Commercial Auto

Claire adds vehicles to your policy, starts claims, and sends certificates. Just text her the details.

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Premium Savings

Claire compares carriers, finds bundling discounts, and switches your policies to save money.

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Integrations

Claire connects to your lease portal, QuickBooks, and business filings. When your data changes, she updates your policies automatically.

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Policy Overview

What you're covered for, where you have gaps, and what needs attention. Claire holds context across your whole team.

Examples