AI Agents That Actually
Understand Insurance

Deep Thought connects to your IMS, learns your workflows, and works alongside your team — rating submissions, issuing endorsements, and automating operations.

Deep Thought

See It in Action

Watch Deep Thought handle real insurance workflows — from building dashboards to processing endorsements.

Deep Thought

Build custom dashboards with live KPIs, charts, tables, and to-do lists — all refreshing with real data.

Generic AI Can't Understand Your Systems

Copilot can summarize emails. It can't touch IMS, rate a submission, or issue an endorsement. Deep Thought can.

Generic AI
Deep Thought
Can't access your IMS
Native IMS integration
No policy lifecycle awareness
Full policy lifecycle understanding
Generic, untrained responses
Insurance domain-trained agents
Manual data entry required
Automated workflows end-to-end
No audit trail for compliance
Complete audit logging
Same for every team
Custom skills per role

How It Works

Three steps from integration to production agents.

01

Connect

Integrate with your IMS, APIs, email, and tools. Deep Thought connects to your existing infrastructure — no rip-and-replace.

02

Train

The IMS Trainer auto-discovers your database schema, reference data, and workflows. Your AI learns your specific configurations.

03

Deploy

Agents work alongside your team — rating submissions, issuing endorsements, answering questions, and automating operations.

Everything Your Team Needs

From custom skill training to email automation — built for how insurance teams actually work.

Custom Dashboards

Build live dashboards from a conversation. KPIs, charts, tables, to-do lists — refreshing with real data from your IMS and connected platforms. Share with your team or keep them personal.

Train Custom Skills

Tell it what you want done. Deep Thought learns new workflows from your instructions — rate a submission, prep a renewal, generate a bordereaux. Your team builds and shares skills without writing code.

Email Intelligence

Reads incoming submissions from email, parses PDF attachments — acords, loss runs, applications — and adds them directly into your IMS. No manual data entry.

Automations

When an email arrives, when a calendar event fires, when a webhook hits — Deep Thought triggers the right skill automatically. Set conditions, cooldowns, and approval gates.

Connect Any Platform

Integrate with any system your team uses. Provide the API documentation, enter your credentials through our encrypted vault, and your AI assistant handles the rest — Salesforce, Vertafore, Jira, or your own internal tools.

IMS Training

Auto-discovers your database schema, reference data, and policy lifecycle. Learns your specific IMS configuration.

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PDF Parsing

Extracts text from PDFs — acords, loss runs, dec pages, applications — and feeds it to AI for intelligent analysis.

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Hub-Spoke Architecture

Central server orchestrates everything. Lightweight agents on each machine. On-premises or cloud.

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Scheduled Tasks

Time-based jobs for recurring workflows. Generate monthly reports, prep renewals, run cleanups on your schedule.

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Knowledge & Corrections

Learns from user feedback. Corrections improve responses over time and can be shared across your team.

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Full Audit Trail

Actions logged with user, timestamp, channel, and context. Traceability for compliance and reporting.

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Excel & Documents

Read and edit spreadsheets directly in conversations. Formula-aware editing for bordereaux, loss runs, and reports.

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Enterprise Security

Entra ID SSO, role-based permissions, default-deny access control, no external AI training on your data.

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Producer Portal

A branded portal for your producers wired straight into your IMS

Your brokers quote and bind business online. Every action writes into your IMS — no re-keying, no email back-and-forth.

Not another form that emails you a PDF

The portal talks to your IMS in real time. Producers see a real rated premium from your rater, bind against your policies, and their documents land in the right IMS folders — the same system of record your underwriters already use.

  • A real rated premium — not an estimate
  • Real bind & issue against your policies
  • Insured lookup & documents straight into IMS
Producer Portal showing a live IMS-rated quote ready to accept and bind

From submission to bound — in one sitting

The producer never leaves the portal, and your team never re-keys a thing.

01

Fill a smart form

Branded login, a guided multi-step application, duplicate-insured search, and AI pre-fill from an ACORD PDF. No 100-question scroll.

02

Get a live IMS quote

Submit, and a real rated premium comes straight back from your IMS in seconds — not an estimate.

03

Accept, bind, done

Producers accept the quote and bind coverage themselves — no phone call, and nobody on your side re-keying anything.

Everything the lifecycle needs

Live IMS quoting

A real rated premium from your rater, returned to the producer in seconds.

Bind & issue

Producers accept and bind; control and policy numbers come straight from IMS.

OFAC screening

Every insured is screened against Treasury SDN + consolidated lists before a quote.

Duplicate-insured search

Fuzzy search against your IMS stops the same insured being entered twice.

AI PDF pre-fill

Upload an ACORD application and the form fills itself for the producer to review.

No-code form builder

Build and change intake forms in a visual editor — no developers, no release.

Branding, MFA & audit

Your branding, email one-time-code login, and a full audit trail on every action.

Documents into IMS folders

Producer uploads route to the correct IMS folder automatically.

No-code visual form builder with a live preview and field-rule editor

Your team stays in control

Design the intake forms, field rules, IMS routing, branding, and producer permissions in a no-code visual builder. Change a form and producers see it instantly — no release, no ticket, no developer.

See it running on your IMS.

Bring it to your IMS

Enterprise-Grade Security

Built for regulated industries. Your data stays yours.

AES-256-GCM Encryption
Default-Deny Permissions
No External AI Training on Your Data
On-Premises Available
Entra ID SSO

Get in Touch

Tell us about your environment and we'll show you what Deep Thought can do with your IMS.