Features & Quick Stats
P&C agencies, brokers, MGAs, and carriers automating insurance workflows.
Key Features
- Inbox IQ: Email classification, task routing, response drafting, and request tracking
- Policy IQ: Policy checking, document comparison, and discrepancy identification
- Forms IQ: Insurance data extraction, ACORD form preparation, and field validation
- Quotes IQ: Submission preparation, quote comparison, and remarketing support
- Cert IQ: Certificate request processing, policy validation, and approval routing
- Ask AIVA: Insurance-focused document assistance, summaries, and workflow guidance
- Human review, exception handling, and approval workflows
Core Business
AI-powered insurance workflow automation
How Acord AI Helps Independent Agents & Brokers
Automates repetitive insurance workflows, including request intake, policy checking, ACORD forms, submissions, quote comparisons, and certificates, while keeping agency staff involved in review and approval.
Integrations
Connectivity with approved insurance management systems, email platforms, and document systems is determined during implementation based on available integrations, permissions, and workflow requirements.
Specific production-ready integrations should be confirmed with Acord AI.
AI Capabilities
Uses AI to classify insurance requests, extract and validate document information, compare policies and quotes, prepare ACORD forms and certificates, draft responses, and provide insurance-focused assistance. Includes human review and approval checkpoints.
Partnerships
Applied Client Network, Catalyit, FAIA, NetVU
Family of Products
Acord AI Resources
