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Joined January 2025 | Last Updated February 2025

Supercharge your insurance firm with Cara – an AI CSR designed to drive growth for agencies, brokerages, and MGAs.

Features & Quick Stats

Key Features

  • Triage inbound calls
  • Summarize and answer questions about policy coverages and exclusions with policy explorer
  • Intelligently manage your schedule
  • Fill out ACORD forms
  • Handle service requests
  • Create risk proposals
  • Allow clients to access self-service portal for policy and certificate management
  • Generate certificates
  • Send quote proposals to clients
  • Automate the post-bind customer journey

Core Business

AI CSR

How Cara Helps Independent Agents & Brokers

Meet Cara – an AI CSR designed to drive growth for agencies and brokerages. Cara is your AI collaborator for servicing, capable of intelligently triaging phone calls and emails, handling customer requests, and drawing from account-specific knowledge to generate certificates of insurance, answer questions, and resolve issues. Cara provides a new integrated operating system for agencies to improve efficiency and reduce administrative tasks. It seamlessly integrates with your existing AMS/CRM or operates as a standalone management system to collaborate with customers, teammates, or carriers.

Integrations

View integration partners

AI Capabilities

Modular AI features to supercharge your agency.

Partnerships

IAOA, PIA National, Perr & Knight

Subscriber Deals

15% off the monthly fee with no setup fees