Every answer your agency
already owns.
Coverage questions. Quote spreads. Compare diffs. ACORDs. Proposals. Case law.All cited. All defensible. All in the language and reading level the moment requires.
Playbooks, Stewardship, Assessments, Smart Intake.
One brief, a week of drafts in your voice.
Explain any policy. Compare any two.
Every capability, mapped to every plan.
Activate, subscribe, ship value in a day.
Bubble, inline, slide-over, full-page.
Meet Guy. Your guide inside the platform.
Tenant-aware, permission-aware, and multilingual. Ask Guy anything, get pointed to the exact screen, or let him do the work for you.
Routes you to features you actually have.
Same voice your clients use.
Drafts, fills, files. With your approval.
Cited Q&A grounded in your policies, your house knowledge, and licensed industry libraries.
Ask any coverage question, carrier question, or workflow question. Every answer carries clickable citations to the document and page it came from. Multilingual (20 languages) with three reading levels: Everyday, Professional, Expert.
Yes, on this insured's policy. Your Personal Umbrella endorsement [1] follows form to the underlying Personal Auto liability limits of $250k/$500k/$100k. Once those are exhausted, the umbrella responds up to the $1M aggregate limit.
Coverage is subject to the SIR of $250 for non-underlying claims [2].
Live legal research filtered to legal-domain sources, with [w] citation markers in the chat.
Coverage disputes need cases, not vibes. Case Law triggers automatically on legal questions and pulls from court opinions and verified legal sources, never from random blogs.
Yes. Florida case law treats faulty workmanship itself as not an "occurrence," but resulting damage to other property can trigger coverage [w1]. The Florida Supreme Court addressed this in U.S. Fire Ins. Co. v. J.S.U.B., Inc., 979 So. 2d 871 (Fla. 2007) [w2].
Sourced live from legal-domain web results. Not legal advice.
Single-doc Explainer and two-doc Compare. Every finding cites the exact page; agents annotate; one click produces a branded shareable client report.
Upload one policy for the deep Explainer (deterministic gap rules + LLM commentary, all page-cited) or two for a side-by-side diff. Mark findings as Acknowledged, Declined by Insured, or Already Covered to build an E&O audit trail. Share with the client at a branded /sx/{token} link.
Apples-to-apples carrier quote comparison, normalized to the same coverage tiers.
Quote Showdown takes raw carrier quotes and normalizes them so the price spread reflects real coverage differences, not packaging tricks.
| Carrier | 6mo Premium | BI Limits | Deductibles |
|---|---|---|---|
| Progressive | $847 | 100/300 | $500/$500 |
| Safeco | $921 | 100/300 | $500/$500 |
| Travelers | $988 | 250/500 | $1k/$1k |
| Allstate | $1,104 | 100/300 | $250/$500 |
Branded client proposals, generated in minutes, with citations baked in.
Pull from bound policies, your house knowledge, and your brand. Share via secure link or PDF export. Disclaimers and E&O language injected automatically.
| Line | Carrier | Limit | Premium |
|---|---|---|---|
| General Liability | Travelers | $2M / $4M | $8,420 |
| Property | Hartford | $8.4M Bldg | $14,710 |
| Workers Comp | AmTrust | Statutory | $22,180 |
| Auto Fleet | Progressive | $1M CSL | $11,940 |
| Umbrella | RLI | $10M | $6,250 |
| Cyber | Coalition | $1M | $3,180 |
| Total annual premium | $66,680 | ||
Hartford's property quote includes equipment breakdown at no additional premium, a $4,200 line item on the incumbent. Coalition's cyber program adds ransomware coverage the prior endorsed sublimit excluded.
ACORD 25, 27, 28 pre-filled from your bound policy data, ready for review and signature.
From COI request to issued certificate in two minutes instead of twenty. Audit trail on every certificate.
One brief, many pieces. Newsletters, LinkedIn posts, client emails, blog drafts, social captions, all in your agency's voice.
Describe a topic once. The Studio suggests the right formats, generates a batch of drafts in your house voice and language, and routes them into a calendar and campaign view. Available on Professional and Scale.
Embed your agency's chat for client-facing use, with your logo, fonts, and disclaimers.
Let clients self-serve coverage questions on your site. Every answer cites the source so clients see it came from their actual policy, not a generic chatbot.
Yes, fences are covered as Other Structures (Coverage B) on your HO-3 with Travelers [1]. Your deductible is $1,000 and Coverage B limit is $25,000.
Stacked across Commercial, Personal, Bonds & Surety, Farm & Ranch, and Employee Benefits - plus court cases and real claim case studies.
ISO and AAIS forms libraries, carrier appetite, state regulations, court opinions, and a curated case-study library by line of business. Drop in your own policies, endorsements, SOPs, and carrier guidelines and we index them right alongside.
20 languages and three styles (Everyday, Professional, Expert), per-user and per-conversation.
Answer a Spanish-speaking client at a 6th-grade reading level, then turn around and brief a coverage attorney in Expert mode. Same brain, right voice.
PII (SSN, CC, DOB, EIN, phone) is masked in chat logs by default. Per-org admin controls.
The model sees raw text in flight, but stored logs are redacted unless an admin opts otherwise. Roles, sharing, and audit are tenant-scoped.
Every chat, every proposal, every certificate has a full audit trail.
Hand it to your E&O carrier without flinching.
Shipped recently
Compare → Proposal, no fields lost.
Pick the renewal column, the quotes, and the coverage lines. The AI bridges everything, limits, deductibles, forms, locations, exclusions, narrative facts, into a polished proposal.
Learn more NewResource Studio is live.
Stewardship reports, playbooks, and assessments, all generated from your book and house rules.
Learn more BetaAgentic Agents.
Renewal, COI, and Submission agents that act on your house rules, with a full audit trail.
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