One intelligent platform for every financial workflow
Insurqora AI runs the full insurance workflow on one platform — intake, eligibility, underwriting, issuance, claims, and renewals. AI reads documents, checks rules, scores risk, and flags what needs attention — so your team moves work forward with confidence. From first upload to renewal, every stage runs on the same record — with AI built into each step and one command center for the whole book.
This dashboard is your command center for the whole insurance book. It matters because pressure, risk, and delays surface in one place — before they become renewal or compliance problems. AI trend insights, cross-stage visibility, prioritized work, and SLA alerts keep leaders ahead of the book and teams focused on what counts today.
AI spots trends in submissions, underwriting load, and risk across the book. You see what is driving the numbers — and where to focus next.
Track validation, underwriting, and issuance in one view. Gaps between stages show up before clients feel the delay.
AI ranks what needs a person today. Teams start with the right files — not the loudest inbox.
AI monitors cycle times, overdue items, and renewal risk. Problems surface early — clients wait less.
One intelligent view of what needs action now.
Financial services move differently in every field, with unique teams, workflows, documents, and decisions. Your tools should be built to work the way your industry does.
Each module covers one stage of the insurance workflow. What AI can do there — and why it matters for your clients.
Start a conversationAI reads uploaded documents and extracts the facts your team needs. It flags missing forms and data gaps before the file moves on. Clients reach underwriting faster — your team spends less time on manual entry.
AI runs eligibility and business rules against each submission. It scores risk, checks product fit, and flags exceptions before underwriting starts. Bad fits surface early — clients get a clear answer sooner.
AI evaluates risk across financial stability, claims, safety, and coverage. It summarizes loss history and highlights what still needs review. Every factor lands in one score with a clear reason — your team decides on facts, not scattered notes.
AI compares the policy draft to underwriting approval line by line. It flags limits, endorsements, and document gaps before issuance. Clients get accurate coverage from day one — not errors caught after bind.
AI checks coverage against the claim and summarizes what happened. It flags missing documents and recommends the next step. Clients get faster answers — cases do not stall in review.
AI spots revenue, location, and exposure changes since last term. It flags loss history issues and recommends coverage updates before renewal. Clients stay properly insured — renewals are not copy-paste.
AI tracks every policy across intake through renewal. It flags delays, overdue items, and risks before they grow. Early warnings, SLA visibility, and audit-ready reports.
Most platforms ship one model and you work inside its limits. Insurqora AI puts an orchestration layer between the document and the model, so every step of a customer file runs on the intelligence that suits it.
One model, one pass, and no step you can point somewhere else.
You work within its limits.
Layout-aware OCR holds the ACORD checkboxes, table rows and title blocks that a general model flattens into prose.
A fine-tuned classifier tells an ACORD 125 from a loss run page by page, at a fraction of what a frontier model costs.
Long context holds the entire policy pack, so an endorsement on page 9 still binds the limit written on page 318.
Constrained decoding against a strict schema, so the record never lands malformed in Applied, EZLynx or Guidewire.
Holds structure across thousands of words and cites the source line behind every sentence a reviewer will be asked about.
Cheap enough to score all 214 fields twice and compare the runs — which is the only reason the flags are worth trusting.
Fuzzy name matching is a retrieval problem, not a generation one — embeddings and a reranker beat a chat model outright.
A small open-weight model runs inside your own VPC, so regulated data is masked before any external API ever sees it.
Note: Model and product names are trademarks of their respective owners, used here to describe what runs where. Routing is configurable per workflow — no endorsement or partnership is implied.
An intake platform sits inside a regulatory perimeter, not beside it. Insurqora AI is built around the data schemas, security laws and privacy rules that already govern agencies, MGAs and carriers.
Insurqora parses ACORD 25, 125, 126, 130 and related forms against the ACORD field schema so extracted values line up with the industry-standard structure agencies and carriers already use.
Insurqora supports the written information security program, risk-assessment logging, third-party oversight and 72-hour cybersecurity-event evidence trail licensees are required to maintain.
Insurqora handles the NPI captured off applications, declarations and invoices with encryption, access controls and audit trails so intake workflows stay inside the Safeguards Rule.
Note: These are standards the platform is built to support inside your workflows — obligations that fall on you as the licensee. They are not certifications held by us, and support in the product is not a substitute for your own counsel or compliance officer.
Most of what Insurqora AI reads still starts on paper, on someone’s desk. These are standard peripherals, not our own hardware — we enrol them against your workspace so each one streams into the module that already handles its output.
Drop a stack of ACORD forms, declarations pages or loss runs in the feeder. Every page is captured at once and lands in the document queue for OCR, extraction and validation — no photographing pages on a phone.
Feeds Client Intake & Document Intelligence
A handheld reader for the barcodes already printed on certificates of insurance, policy jackets and endorsement schedules. One scan opens the matching application instead of a search across three systems.
Feeds Policy Setup & Issuance
Note: Hardware, installation, and integration are not included in the standard subscription. Additional charges apply based on the hardware selected, integration modules required, and implementation scope.
Applied Epic, Guidewire, DocuSign, Onfido, Snowflake — and the rest of what your agency already runs on. 24 integrations across the 7 modules of a customer file, every one of them reading the tool’s own public API.
Note: Tool names and marks belong to their respective owners. No endorsement or partnership implied.
No per-seat arithmetic, no module gates, no surcharge for the service rep who only opens the certificate queue. The whole platform, one flat monthly figure, set from the Nestack admin.
One flat monthly figure for the whole platform. Talk to us about seats, connector setup and onboarding for your agency, MGA or carrier program.
Know moreNote: AI API usage is charged separately. Clients must recharge their AI credit balance based on their usage.
A one-time setup that gets you live on Insurqora AI before your first bill: we import your book of policies, clients and open certificates, connect the inbox, agency management system and carrier portals you already use, and tune each module to your lines of business. Fees below are starting points — final scope depends on your environment, integrations and volume.
Everything in Essential, plus:
Everything in Plus, plus:
Run Insurqora AI wherever your policy documents, client records and enrollment files are allowed to live. The subscription price is identical either way.
Runs in Nestack’s managed cloud — nothing to provision. The fastest way to get your intake queues live and clearing.
The same platform deployed inside your own infrastructure — your cloud, VPC or on-prem — for carriers and MGAs with strict NPI and PHI mandates. Application, policy and enrollment data never leave your environment, and the platform subscription stays the same.
Telemetry, evaluations, guardrails, human review, and a crew on call when one of them starts drifting at 3am.
Pinned to the insurance agent playbook — not a generic agent checklist.
Clear answers on what Insurqora AI does, how AI fits in, and what your team can expect from the platform.
Connect with our teamInsurqora AI is an AI platform for insurance teams. It runs the full workflow on one system — client intake and document review, eligibility checks, underwriting, policy issuance, claims, renewals, and book-wide monitoring — with a command-center dashboard and AI at every stage.
AI reads what customers send, pulls out the facts, checks identity and watchlists, scores risk, and suggests the next step. Your people spend less time on paperwork and more time on decisions that need a human.
No. AI outputs carry confidence scores and clear reasons — especially on documents and risk. Your team reviews exceptions and makes the final call to approve, decline or escalate.
Dashboard, Client Intake & Document Intelligence, Eligibility & Rule Validation, Underwriting & Risk, Policy Setup & Issuance, Claims & Service, Renewals, Monitoring & Reporting. Each module covers one stage of the insurance lifecycle, with AI built in.
No. Pricing is one flat monthly fee for the full platform — whether you are a small agency or a larger MGA.
No. Insurqora AI sits on top of the work you already do. It reads files, scores risk and routes work — your CRM, policy admin and carrier systems stay in place.
Yes. Book a walk-through and we will run Insurqora AI on a sample of your real applications and documents before the first call — so you are reviewing your data, not a demo sandbox.
Take a time, tell us who you are, then pick the screens you want to see — we’ll run Insurqora AI against a slice of your real ACORD forms, carrier PDFs and certificates before we meet.
