AI Assistants for Independent Adjusting Firms
Thirty-one assistants that watch carrier and TPA opportunities, show the evidence behind every recommendation, and stage the next revenue action inside the CRM your team already uses. Nothing external sends without a named person approving it.
Plans: priced by your adjuster roster, unlimited users on every plan
Field
Rosters up to 150 adjusters
$1,250 /month
Billed monthly on an annual agreement
- Any 12 of the 31 assistants
- Market signal monitoring for your target carriers
- Carrier fit scoring and warm path mapping
- Executive meeting briefs
- Weekly signal digest by email
- RFP suite available as an add-on: $450/month
Most Popular
Regional
Rosters of 151 to 500
$2,450 /month
Billed monthly on an annual agreement
- Any 22 of the 31 assistants
- Everything in Field
- Full RFP suite included: monitor, requirements matrix, capacity maps, proof-point matching, response assembly, red-team review
- Account growth monitors: volume, relationship risk, expansion
- Quarterly signal tuning session
National
Rosters of 501 to 1,500
Quoted for your firm
Annual agreement
- All 31 assistants
- Everything in Regional
- Executive business review builder
- Multi-territory coverage mapping
- Priority support and success planning
Enterprise
1,500+ rosters, multi-brand, TPA hybrid
Quoted for your firm
Annual agreement
- All 31 assistants
- Custom signal sources built for your markets
- Multi-brand and multi-entity consolidation
- Dedicated success manager
Every plan includes
Unlimited users: the owner, ops leaders, and every regional manager see the signals
Evidence with every recommendation: each alert shows exactly what triggered it
Human approval on every external action: no outreach or proposal leaves without review
CRM-native delivery: work lands in the revenue workflow your team already runs
Weekly signal digest and configurable alerting
US-based support from a SOC 2 Type II certified team
Getting started
One-time deployment: $6,500CRM connection, target carrier universe build, signal configuration, and warm-path seeding from your existing relationships. Waived with annual prepay.
Prepay and savePrepay the year and the deployment fee is waived, plus 10% off your first year.
30-day walk-awayIf it is not working in the first thirty days, walk away. No long goodbye, no penalty.
See the assistants working on your own pipeline.
A 30-minute walkthrough using your target carriers, not a canned demo. Built by a team with two decades inside claims operations, including a large-scale claims operation.
Book a 30-Minute Walkthrough