Platform

One workbench. Sixteen tools.

Engines that read and reason over policies. A portfolio layer that organises your book. A system layer that keeps the firm running. Every action cited, audited, and built for AFSL practice.

01 · Engines

AI engines that read, compare and reason over policy wordings.

7 tools

iAssist

Ask anything about Australian insurance. Plain-English answers cited to clauses.

Policy Check

Read a PDS in 2 minutes, not 4 hours. Coverage, exclusions and gaps, structured.

Comparison

Side-by-side gap analysis across two or more policy wordings.

Claims Simulator

Test claims scenarios against a policy before they happen.

Coverage Audit

Spot underinsurance and exposure gaps against industry benchmarks.

Mailroom

Insurer emails, quotes and endorsements, auto-extracted and filed.

Scribe

Client conversations turned into compliant SOAs and ROAs.

02 · Portfolio

The portfolio layer: your clients, policies, claims and documents.

5 tools

Clients

Your book of clients, organised. Policies, claims, history in one view.

Policies

Every active policy, searchable. Renewal dates, premiums, key terms.

Renewals

Renewal pipeline with auto-reminders and pre-renewal coverage audits.

Claims

Track every claim from FNOL to settlement. Timeline, documents, next actions.

Documents

Every PDS, schedule, endorsement in one library. AI-extractable, audit-trailed.

03 · System

The system layer: visibility, integrations and the audit trail.

4 tools

Vitals

The health of your practice at a glance. GWP, renewals, claims ratio.

Integrations

Connect Steadfast, JAVLN, Sunrise and Xero, with no double-keying.

Usage

See what your team uses and what's saving them hours.

Logs

Audit-ready activity trail. Every action timestamped and exportable.

Run your practice on AI.

Free tier first. Premium when you need it. Built for AFSL practice from day one.