Bind more policies. Without scaling ops.
Caddi automates the cross-tool work between your AMS, CRM, carrier portals, ACORD forms, e-sign, and DMS—Applied Epic, AMS360, EZLynx, HawkSoft, Salesforce, DocuSign, Box, SharePoint—so producers and account managers stop retyping and start selling.
The brokerage, on autopilot.
Caddi runs the cross-system work between your AMS, carrier portals, and DMS—so producers sell, account managers retain, and your back office stops being the constraint on growth.
- New business
Bind more policies. With the same team.
ACORD intake, rater pre-fill, binder generation, and AMS file-down run unattended — producers stop retyping and start selling, and your bound book grows faster than your headcount.
- Service & retention
COIs and endorsements, on demand.
Certificate requests, change requests, and endorsements run in minutes — so account managers protect renewal velocity instead of triaging same-day asks. Retention compounds when service answers the same hour the request lands.
- Renewals at scale
Every policy worked. No book leakage.
Caddi opens the renewal 90/60/45 days out, pulls loss runs, packages remarketing submissions, and tracks carrier responses in your AMS — so every renewal gets the same workup, not just the ones the team has time for.
- Finance, on rails
Commissions and reconciliations close clean.
Commission statements parsed, carrier accounting reconciled, exceptions worked by a person — month-end goes from a war room to a tidy queue, with an audit trail your CFO and E&O carrier both like.
New business to month-end,
on autopilot.
New business submission & quoting
AI for brokerages—built to your E&O posture.
- 01
Built by your operations team
Your VP of Operations or Director of Service records a workflow once. No engineers, no AMS vendor ticket, no waiting on IT.
- 02
No hallucination risk on policy data
Verified code calls your AMS, CRM, carrier portals, and DMS via API or controlled browser. No AI guesswork on coverage values, no E&O surprises.
- 03
Capacity you can measure
Hours saved per workflow, runs executed, exceptions caught, COIs issued — reportable to your leadership team, your owners, and your growth committee.
- 04
Inherits your user's permissions
Caddi runs with the access your operations team already has in your AMS, Salesforce, carrier portals, and DMS. No new privileged service accounts, no expanded attack surface.
Built to your E&O posture.
Attested controls. E&O-friendly audit trail.
Every workflow, every input, every output is logged and reviewable. Your operations leader, E&O carrier, or DOI examiner can walk through any run end-to-end— who triggered it, what data it touched, where the output landed.
AI runs on policy data—under your agency's controls.
When a workflow needs to read a loss run, classify a claim email, or extract a value from an ACORD form, LLM calls run under enterprise zero-data-retention agreements with our model vendors—your insured's data is never used for training. Caddi keeps a 30-day audit trail of every prompt, response, and run so your operations leader and E&O reviewer can audit activity, then it ages off. Every run is scoped to the user's AMS, CRM, and carrier-portal permissions.