The Intelligent Agent by The Intelligent Agent

• Cited Chat with page-level source citations

• Policy Compare & Document Analysis with E&O audit trail

• Branded Proposal Builder

• ACORD 25 Certificate Filler

• Quote Showdown (carrier quote normalization)

• Resource Studio (playbooks, stewardship reports, risk assessments)

• Command Center (book intelligence & renewal radar)

• Agentic Agents (renewal triage, COI generation, submission packaging)

• 20 languages & 3 reading levels

• Tenant-isolated Row Level Security

AI-native software platform purpose-built for P&C insurance agencies, brokers, and carriers

Independent agents and brokers lose hours every week hunting for coverage answers, re-typing ACORDs, and scrambling before renewals. The Intelligent Agent eliminates that lost time across every line of P&C.

Cited Chat answers any coverage, carrier, or workflow question in seconds with clickable citations to the exact policy page — so agents show clients the source, not just their word. Policy Compare and Document Analysis surface gaps and sublimit erosion between carrier quotes, delivering a client-ready report in minutes. The Proposal Builder generates branded, cited proposals from bound policy data in under an hour. ACORD Filler pre-populates certificates of liability directly from bound policies, cutting a 20-minute job to two. The Command Center gives principals a real-time retention pulse and renewal radar so nothing falls through the cracks. Agentic Agents handle overnight renewal triage and draft client-facing emails — with every action requiring a human confirm click before anything fires.

The result: producers answer coverage questions faster, close proposals in fewer meetings, and handle more of the book without adding headcount.

The Intelligent Agent uses large language models with a proprietary retrieval layer grounded in licensed P&C insurance libraries, carrier forms, endorsements, case law, and agency-specific documents. Every answer is sourced by real-time document retrieval — cited to the exact page — rather than generated from general training data alone. The platform applies AI across five core surfaces: Cited Chat (conversational coverage Q&A), Document Analysis (policy compare and explainer with page citations), Proposal Builder (branded proposals generated from bound policy data), ACORD Filler (certificate prefill from bound policies), and Agentic Agents (renewal triage, COI generation, submission packaging — all confirm-first). All AI responses include source citations, PII is redacted from logs by default, and data is tenant-isolated via Row Level Security. Models are never trained on customer data.

• Important company certifications: Tenant-isolated Row Level Security; Encrypted in transit & at rest; GDPR/CCPA-aligned DPA available; No-training attestation; PII redaction by default; Full audit log
  
  

• Relevant industry awards or distinctions: Rough Notes Endorsement; SIAA Preferred Partner; PADI Partner; Featured in Producer Performance OS

Catalyit subscribers receive 10% off their first year on any plan. Mention Catalyit when signing up or contact hello@theintelligentagent.ai to redeem.