You can't see where it goes
Once a claim file is sent to a public AI service, retention and access are set by that provider's terms.
We design, install and manage a private AI system for your agency, so your team can summarize claim files, compare policy wording and draft client emails without sending policyholder information to a public AI service.
Example conversation. Prompts and documents are processed on hardware you own, not by a public AI service.
Claim files and applications hold personal details your clients trusted you with. A public AI service processes what you send on its own servers, under its own terms.
Once a claim file is sent to a public AI service, retention and access are set by that provider's terms.
Agreements with carriers and your own privacy policies don't pause for new tools. Keeping AI on hardware you own keeps documents inside your environment.
One team handles it from the first conversation to the monthly check-in.
We learn what you want AI to help with, who will use it and what you already have.
A system sized to your needs and budget, sourced for you, or built on hardware you already own.
We choose local LLMs that suit your work and install them, ready to use.
A familiar chat window for you or your team, running on your own system.
Ready-made workflows for summaries, drafting, forms and questions about your documents.
We keep the software and models up to date and help when you need it.
Every AI draft is for a person to review before it's used.
“Summarize this claim file and list what's missing.”
“What does this policy say about water damage exclusions?”
“Draft a renewal reminder email from these notes.”
“Turn these intake answers into a structured summary for review.”
We learn how your business runs, where time goes and what data is involved, and find where AI will actually help.
We design the solution, choose the models and tools, and build and test it with your real examples. You get a clear quote first.
We set it up on hardware you own or in the setup that fits best, connect your systems and documents, and train your team.
We keep it updated, improve it as your needs change, and help when something isn't right.
Running AI on hardware you own changes where prompts and documents are processed. It doesn't settle your agency's professional obligations, and decisions about client information stay with you. Talk to your own advisor about the rules that apply to your work.
Anything else? Ask us on a call; that's what it's for.
Prompts and documents are processed on hardware you own, not by a public AI service. The system uses the internet for software and model updates, and for remote management if you choose it. We'll show you what connects and why, and we don't look at your documents or chats.
Tell us what you use on our first call and we'll tell you honestly what's possible.
We don't make compliance certifications. If you have regulatory requirements, raise them on a call and we'll tell you plainly what we can and can't help with.
Your system runs on hardware you own, so we don't offer an uptime SLA. Cloud hosting is available when it fits your needs.
It depends on how many people use it and what for. See our setups by size and our guide to choosing hardware, then we'll size it with your real examples on a call.
Tell us what's taking your team's time. We'll tell you what AI can do about it, honestly, and what it would take to build and run it.
Read the FAQ