The Evolution of Filings
Moving from manual, error-prone workflows to an AI-augmented executive suite.
Manual Data Entry
Teams spending 40+ hours per filing on repetitive SERFF fields.
Delayed Legal Review
Multiple back-and-forth loops with external counsel causing bottlenecking.
Static Checklists
Outdated regulatory spreadsheets that fail to capture real-time mandate changes.
Manual, Tedious Research
Hours spent searching through regulatory bulletins, prior filings, and state-specific requirements by hand.
Automated Extraction
AI instantly populates SERFF requirements from internal policy documents.
Instant Compliance Shield
Real-time gap analysis against state-specific regulatory mandates.
Deep Research
AI agents exhaustively analyze regulatory sources, objection history, and filing precedents in minutes.
Faster Time to Market
Filings that took weeks are generated and reviewed in days, getting products to market faster.
Offerings
Automated Filings
Agents that generate, fill, and review your filings end-to-end. Objections predicted before you submit.
- Document Generation
- Objection Prediction
- Excel Copilot
Managed Services
Our actuarial experts file for you using our in-house tools. Better filings, faster turnaround, lower cost.
- Actuarial Experts
- AI-Powered Tooling
- Regulatory Aligned
Regulatory Chat
Ask questions across your entire document library. Get sourced, cited answers grounded in your filings and regulatory data.
- Citation-Backed Answers
- Cross-Document Search
- Always Up to Date
Agentic Infrastructure
Build on our insurance-native platform. Embed our tools in your own product or create custom agentic workflows.
- Embeddable API
- Single Tenant
- Self-Hostable
Core Capabilities
Multi-State Filing Generation
Build the workflow once, then generate filing-ready Rate, Forms, and Rules packets across states without rebuilding the work every time. Insurance-native agents handle analysis, document generation, and Excel copilot work end-to-end.
Live Regulatory Intelligence
Agents keep state packs, compliance requirements, and filing instructions current so every filing starts from the latest guidance.
Objections & Revisions
Compare against prior objection history and past filings, catch repeat mistakes early, and draft revisions before submission — so filings go through the first time.
Agentic Infrastructure
Built for Insurance.
Engineered for Agents.
Every layer purpose-built for regulated insurance workloads. Accurate, secure, and ready to scale.
Encryption
Uptime
Tenant
Ingestion Pipeline
Insurance-tuned document processing. Millions of pages, filing-grade precision.
Agentic Harness
Long-horizon execution at a fraction of the cost. No context blowup, no token waste.
Retrieval
Agents find exactly what they need across massive document sets. Fast and precise.
Capabilities
Documents, Excel, visualizations, and sandboxed code execution. All built in.
Uncompromising
Security & Privacy
We understand the gravity of insurance data. Our platform is built from the ground up to exceed institutional security mandates and protect policyholder privacy at every layer.
Encrypted Flow
End-to-end encryption for all data in transit and at rest.
Zero Data Training
Your data is never used to train AI models. Strict contractual guarantees.
Self-Hosting
Deploy within your own VPC or air-gapped environments.
Data Sovereignty
Choose your region. Meet local residency and cross-border requirements.
Single-Tenant
Isolated compute and database resources for maximum privacy.
Audit Trails
Immutable logging of every AI action and data access point.