Enterprise AI for Insurance Brokerages

Cara is an AI Customer Service Representative purpose-built for insurance agencies, brokerages, and wholesalers. It automates daily manual tasks, client requests, and new sale and renewal workflows, allowing insurance teams to focus on premium production and customer relationships rather than administrative work.

Modular Platform for Insurance Operations

Cara offers an integrated platform with flexible modules that work together to deliver compounding value:

• Copilot: AI command center for automating tasks, managing workflows, and team collaboration
• Servicing: Transforms unstructured communication into actionable tasks by capturing intent and organizing workflows
• Knowledge: AI memory system that stores and references your agency's internal knowledge, documentation, and account data
• Communication: Enables seamless collaboration with clients and partners across Voice, Email, and Web AI

Key Capabilities

Cara functions like having an AI CSR for every team member, with capabilities including:

• Research and compare coverage across quotes, contracts, and policy documents
• COI generation and document collection
• Email assistant and call triage
• Policy document exploration and key insight extraction
• Draft customer responses and quote presentations
• 24/7 availability without scaling your support team

Built by Agents, for Agents

Designed specifically for insurance professionals, Cara integrates with your existing tools including email, AMS, and CRM systems. The platform enables agencies to win larger accounts without adding headcount, streamline operations, and deliver cutting-edge AI capabilities that free up producers to focus on what matters most: client relationships and revenue generation.

Trusted by leading insurance brokerages, Cara provides enterprise-grade AI that accelerates sales and automates servicing across your entire insurance operation.