SOP Agent Pro by SOP Agent Pro

• AI-powered Q&A from your own SOP documents

• Instant answers in plain English — no searching

• Covers underwriting, claims, compliance & more

• Auto-structures SOPs on upload — no formatting needed

• Role-based access: Owner / Editor / Team

• Full query history & audit trail with timestamps

• Complete data isolation per agency (Row Level Security)

• Bulk SOP import — PDF, Word, CSV

• White-glove onboarding — we load your SOPs for you

• Flat rate $299/mo — up to 40 team members, no per-user fees

• Powered by Anthropic Claude API — data never used to train AI

AI-powered SOP agent for independent P&C insurance agencies — instant answers from your own procedures

Independent insurance agencies lose hours every week to procedure questions — staff interrupting senior colleagues, searching through shared drives, and waiting for answers. SOP Agent Pro eliminates this entirely. Upload your existing SOPs (PDFs, Word docs) and your team can instantly ask any question in plain English and get a precise, sourced answer in seconds. Every answer cites the exact document and section it came from — keeping your team accurate and your agency audit-ready. New hires get up to speed faster. Senior staff stop getting interrupted. And when procedures change, updating one SOP instantly updates every answer. Setup takes under 24 hours. We load your SOPs for you at no extra cost.

SOP Agent Pro is powered by Anthropic Claude API — one of the most trusted AI models available. Users ask questions in plain English and the AI reads your stored SOPs to generate precise, sourced answers in seconds. Every answer cites the exact document and section it came from. Your data is fully isolated per agency and never used to train AI models.

• Data isolated per agency using Row Level Security (RLS) 

• Powered by Anthropic Claude API — zero data retention

• No data used to train AI models

• Currently in pilot with independent insurance agencies 

First month free for Catalyit subscribers — no credit card required. We load your SOPs and run a live test with your team before billing starts.