AI Settings
Configure your AI assistant behavior and schedule
AI Features
Morning Briefing
Generates a daily book health summary every morning at 7am PT so you start the day knowing what needs attention.
Real-Time Alerts
Sends instant notifications when policies are expiring, rate spikes are detected, or claims need immediate action.
Gap Scanning
Continuously scans your book to identify accounts missing key coverages based on their profile and industry.
Coverage Recommendations
Suggests additional products and upsell opportunities tailored to each account's risk profile.
Renewal Automation
Automatically creates renewal tasks and workflow triggers 90, 60, and 30 days before policy expiration.
Book of Business Scope
Edit in SettingsAI analysis is scoped to these lines of business and licensed states.
Lines of Business
No lines of business configured.
Licensed States
No licensed states configured.
AI Schedule
Manually triggers the nightly analysis. Results appear in your Morning Briefing within a few minutes.