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AI for insurance agencies

Bind more policies. Without scaling ops.

Caddi AI Agents automate the work between your AMS, CRM, carrier portals, and e-sign, so producers and account managers stop retyping and start selling.

SOC 2 Type II150+ integrationsEvery run logged
Discover the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
Trusted across professional services

Wired into your insurance stack.

See all integrations
Built for insurance operations

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.

How it works

Caddi AI Agents discover, automate, and govern back-office work.

Discover the repetitive work across existing tools.
Automate the work by delegating to an AI agent.
Govern every workflow and every decision an agent makes.
Use Cases

New business to month-end,
on autopilot.

Caddi learns the workflows that move policies through your agency—quoting, binding, service, renewals, claims, commissions—and turns them into reliable, auditable automations across your stack.
  • 01/ 09Use case

    New business submission & quoting

    Caddi reads ACORD 125/126/140 submissions from your broker inbox, pulls supplemental questionnaires off attachments, and pre-fills carrier rater portals or your AMS — Applied Epic, AMS360, EZLynx, HawkSoft, NowCerts. Producers stop retyping risk data; submissions move the same day they land.

    Typical stack
    • Outlook
    • Salesforce
    • DocuSign
    • Box
    • SharePoint
Benefits

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. No engineers, no AMS vendor ticket, no waiting on IT.

  • 02

    Deterministic runs on policy data

    Verified code calls your AMS, CRM, carrier portals, and DMS via API or controlled browser, handling coverage values the same way on every run, with an audit trail for your E&O review.

  • 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.

Security & Compliance

Built to your E&O posture.

SOC 2

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.

OpenAI + Anthropic zero data retention

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 to OpenAI and Anthropic use zero-data-retention terms. 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.