Features & Quick Stats
Key Features
EnnablDocs
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Document digitization
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Policy compare
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Coverage gap analysis
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Proposal generation
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Data augmentation
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Push data into Epic AMS
EnnablDecisions:
- Reporting & analytics
- Data clean up
- Data enrichment
- Cross-sell analysis
- Carrier analysis
- Workforce analysis
- Carrier appetite finder
- New customer research portal
Core Business
Helping insurance agencies with data and workflows
How Ennabl Helps Independent Agents & Brokers
EnnablDocs allows insurance agencies to streamline back office processes, and reduce reliance on outsourced account management. EnnablDocs can take documents via upload or directly from an AMS platform, digitize that information and use it for a variety of pre-build and custom workflows. Existing processes include loss run summarization and export, document compare, coverage gap analysis, proposal generation, compare to AMS, push to AMS and other critical operations.
Agencies use EnnablWorkflows to leverage the data trapped in their AMS and CRM systems. Ennabl can extract data out of any system, clean it, enrich it with external data sources like carrier ratings, family trees and demographics, and then allow the agency to interact with it in an set of powerful, easy to use online dashboards.
Other Ennabl tools that help agencies:
- EnnablLossRuns helps agencies gain insights into their loss runs and take informed decisions to minimize risks.
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EnnablGrowth enables producers to grow their book with cutting-edge prospecting tools that allow them to analyze their books and quickly search for new opportunities.
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EnnablAI is the AI you can trust with seamless human handoff and full data connectivity, helping unlock the power of your insurance data and transform your business.
- EnnablData is a cloud service built to unify, enrich and integrate insurance brokers’ data across systems including AMS, CRM, email, and others.
AI Capabilities
Certifications & Awards
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Important company certifications: SOC 2 (Type II) Compliant
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Relevant industry awards or distinctions: Used by 50% of the top 100 brokers in the USA, plus hundreds of smaller brokers.
Subscriber Deals
15% off the first year fees
Catalyit Team Review
AI-Powered Insurance Operations Platform for Data, Workflows, and Decision Support
Published: June 9, 2026
What We Like:
- Connects data across agency management systems, CRMs, carrier portals, and other agency technology platforms.
- Uses AI to compare policies, quotes, and coverages while identifying potential coverage gaps and renewal opportunities.
- Automates repetitive workflows and operational processes that traditionally require significant staff time.
- Generates client-ready proposals, renewal summaries, emails, and other insurance documents automatically.
- Improves data quality through data cleansing, standardization, enrichment, and centralized management.
- Provides actionable insights through reporting, analytics, dashboards, and performance monitoring.
Things to Consider:
- Implementation requires time to connect systems, configure workflows, and validate data.
- The quality of insights and automation depends on the quality and consistency of agency data.
- Agencies may need to establish data governance standards to maximize value.
- Staff training and adoption are important to fully utilize advanced AI and workflow capabilities.
- Organizations with larger data volumes, multiple systems, or complex workflows are likely to realize the greatest return on investment.
Summary:
Ennabl is an insurance-focused technology platform built around four core pillars: EnnablAI, Data, Workflows, and Insights. Together, these capabilities help agencies and brokers connect information across systems, automate repetitive processes, improve data quality, and leverage artificial intelligence to make better business decisions.
Ennabl works alongside existing agency technology to create a more connected operational environment. By combining data management, workflow automation, business intelligence, and AI-powered tools into a single platform, agencies can improve efficiency, reduce manual effort, and gain greater visibility into performance across the organization.
Key Features:
EnnablAI
EnnablAI serves as the intelligence layer across the platform, helping agencies complete tasks that traditionally require significant manual review and analysis. Users can compare policies, quotes, and coverage options, review loss histories, identify potential coverage gaps, and prepare renewal documentation. The platform can also generate client-facing communications, proposals, and emails while helping users research carrier markets and commission structures.
One of the more unique capabilities is the ability to create and sequence workflows using prompts. Rather than manually building every automation step, users can describe a process and leverage AI to help construct and automate workflows. This allows agencies to reduce administrative workloads while maintaining consistency across routine processes.
- Compare policies, quotes, and coverages across carriers.
- Identify coverage differences, gaps, and potential exposures.
- Generate client-ready proposals, summaries, emails, and other communications.
- Research carrier appetites, markets, and commission structures.
- Create and automate workflows using language prompts.
Data
The Data pillar creates the foundation for the platform by consolidating information from agency management systems, CRMs, carrier portals, and other technology solutions. This centralized approach helps eliminate data silos and provides cleaner, more reliable information for reporting, automation, and decision-making.
- Connect data across agency management systems, CRMs, carrier systems, and third-party platforms.
- Clean, standardize, and enrich agency data to improve accuracy and consistency.
- Create a single source of truth across systems and departments.
- Eliminate duplicate data entry and reduce information silos.
- Support reporting, analytics, workflows, and AI-driven processes with centralized data.
- Improve visibility into agency operations through connected and accessible information.
Workflows
The Workflows pillar focuses on automating repetitive operational processes. Agencies can streamline tasks such as submissions, document handling, proposal generation, and policy-related workflows, helping staff spend less time on administrative work and more time serving clients.
- Automate submission, renewal, servicing, and other agency workflows.
- Generate proposals, renewal summaries, and client-facing documents.
- Route documents, tasks, and requests to the appropriate team members.
- Standardize processes to improve consistency and reduce manual effort.
- Eliminate repetitive administrative work through workflow automation.
- Monitor workflow progress and task completion across the organization.
Insights
Insights transforms agency data into actionable reporting and analytics. Leadership teams can monitor performance, identify trends, evaluate growth opportunities, and measure operational effectiveness through dashboards and reporting tools built specifically for the insurance industry.
- Monitor agency performance through dashboards and operational reporting.
- Analyze books of business, carrier relationships, and portfolio trends.
- Identify growth opportunities, retention risks, and areas for improvement.
- Track performance across producers, departments, and the organization.
- Measure operational efficiency and workflow outcomes.
- Turn agency data into actionable insights and business intelligence.
Final Thoughts:
Ennabl brings together artificial intelligence, data management, workflow automation, and business intelligence into a single insurance-focused platform. Agencies that are looking to improve operational efficiency, better utilize their data, and leverage AI throughout their organization may find significant value in Ennabl's four-pillar approach of EnnablAI, Data, Workflows, and Insights. By connecting systems and automating information-intensive processes, the platform helps agencies create a more scalable and data-driven operation.
* Unbiased review based upon information and insights available.


