Features & Quick Stats
Key Features
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Comprehensive email integration
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Task dashboard for users & teams
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Admin lifecycle dashboard for org-wide visibility
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Email Triage tools
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Automated Form Filling with citations
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Custom Workflow Agents
Core Business
How ThreadWise Helps Independent Agents & Brokers
We first supply a lifecycle dashboard that shows management exactly where the bottlenecks and opportunities for improvement are in an agency, and then can build custom agents that solve for the unique characteristics of that bottleneck and connect this now-cleaned and real-time data back to internal systems for enhanced reporting and automation.
This approach ensures our tools are focused on your challenges, ROI is easily monitored, and cost is specific to the value you receive.
AI Capabilities
We use AI in targeted applications and with citations to maximize accuracy and accountability for outputs.
We don't send anything on your behalf and keep the decision-making power with your broker unless given prior approval, and we will include a disclaimer on any communications that this was sent by AI and with a link to connect with a designated employee on our or your team, as desired.
All of this is done within our SOC II Type II, and CASA 2 approved framework, and a siloed data approach keeping your data separate from any other user, with no data used for aggregation or our own training purposes.
Certifications & Awards
Important company certifications: SOC 2 Type II, CASA 2, ACORD Member & Licensed ReDistributor, Microsoft & Google Integration Partner