Find answers about the solutions, the setup process, and the role of human review.
Acord AI is an insurance workflow automation platform that helps agencies, brokers, MGAs, and carriers organize information, prepare work, and complete approved next steps with human oversight.
Choose the solution that fits your workflow, connect approved sources and configure the requirements, then automate preparation, review exceptions, and complete authorized actions.
Yes. Start by discussing a defined workflow and representative examples. The team can help establish the initial scope and requirements for additional supported work.
Bring approved sample requests or documents, your current workflow, and your review checklist. Identify the task you want to improve and the result your team needs.
Ask the Acord AI team for a proposal based on the selected solutions, workflow volume, connections, and review requirements. Timing is defined after the implementation scope is understood.
Inbox IQ helps classify insurance emails, bring source context into the request, prepare tasks and draft replies, and track work through review and completion.
Checking reviews an issued policy against selected source documents. Comparison reviews differences between selected policy versions, including expiring and renewal documents.
Supported form types, editions, and fields are confirmed during implementation. Share the forms and source documents your team uses so the preparation workflow can be defined.
Quotes IQ supports submission preparation and comparison of supplied quote documents. Insurers and authorized rating systems provide rates, and authorized professionals make placement and binding decisions.
Cert IQ helps identify special wording, missing information, and other requirements for review. Authorized insurance professionals determine the appropriate action based on the relevant sources.
Ask AIVA helps teams explore approved documents, summarize information, and prepare draft responses. Important details and interpretations should be checked against the original material.
Available integrations, permissions, and supported actions are reviewed during implementation. Your workflow uses the sources and access approved by your organization.
Human review remains part of the configured process. Your organization defines authorized reviewers and approvals, and insurance professionals retain responsibility for the decisions that require their judgment.
The relevant details are brought forward for clarification or review. Your team should confirm the source information and resolve the exception before an affected action proceeds.
Use representative examples and assess the complete process, including preparation, review effort, corrections, handoffs, and completion. Agree on the measures that matter for your team.
The implementation is configured around approved information sources and access requirements. Ask the team to review the applicable processing arrangements, providers, retention terms, and security documentation before you supply production data.
Ask the Acord AI team to confirm the applicable model-provider terms and data-use commitments for your deployment. These requirements should be documented in the relevant agreement.
The Product Guides section contains workflow guides for all six solutions, including preparation requirements, review checklists, common exceptions, and expected outputs.
Email info@acordai.ai to discuss a demo, implementation requirements, or a product question. For an existing implementation, use the support arrangements agreed with your team.
Contact the Acord AI team to discuss your solutions, workflow, or implementation needs.
