AI that helps agencies catch errors and [place] risk.
Incepta reduces E&O exposure and increases capacity by bringing automated portal filling, coverage analysis, proposals, and e-sign into one submissions platform.
Products
Compass
Compass is an agency submissions platform – it expedites the workflow from intake to bind by filling carrier portals, analyzing coverage, and making proposals/signatures a breeze.
[2]Studio
Studio compares quotes against one another, the application, and the expiring policy to identify coverage changes, application mismatches, missing endorsements, and name/date errors. Each finding cites the relevant forms and source documents for broker review. Studio persistently tracks remediation during broker review and carries unresolved coverage issues into written disclosure at bind.
[3]Iris
Iris is E Sign built for insurance agencies. It reads insurance documents, places signature, date, checkbox, and coverage selection fields where they belong, and assigns them to the correct recipients. Agents review the packet, make any changes, and send it for signature.
Results
Saves 5,000+ hours annually per agency
Adds capacity equivalent to 1 FTE per 10 AE/CSR users
Increased submission fixes and disclosures by 50%
Lowered E&O premiums for our Compass users
Markets are evolving quickly, and carriers are increasingly pushing risk down to the agency. We see it time and again: agencies that take matters into their own hands are usually the ones most equipped to handle those changes, and sometimes even to benefit from them.