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Commercial insurance can run itself.

Private LLMs for commercial insurance that carry work through the systems your team already use, with nothing new to open.

Priya Raman

Endorsement agreed. Copy due.

Dana

Loss runs attached.

Dana
0:38
#ashford-provisions
RO

R. Okafor Renewal in 60 days.

Policy checked
Quotes compared
RenewalPlaced
Agreed endorsement
Issued
SubmissionSent
Loss runsReceived
Policy delivered
AMS360Microsoft 365OutlookSharePointOneDriveTeamsIVANSDocusignApplied EpicHawkSoftCarrier portals

Policy checking and follow-up, handled for your team.

Get account servicing done without defining the task.

Submission packs get prepared and service requests get resolved without your team organising every step. That creates room to service more accounts.

Commercial accounts

Resolve policy discrepancies before delivery.

Issued policies are checked against agreed terms. Proxara asks the carrier to issue missing endorsements or correct terms that differ from the agreement.

Policy checking and follow-through

How it works.

Proxara starts the servicing your accounts need.

Proxara uses existing records and your brokerage’s servicing history to start the work each account needs, without waiting for your team to ask.

Ashford Provisions. Renewal due in 60 days. An agreed endorsement is missing from the issued policy. Updated loss runs are still outstanding.

Knowing what changed and getting it done shouldn’t be two jobs.

In commercial insurance, your team has been the connection between knowing what changed and completing the necessary servicing. Asking AI to act still starts with someone identifying what it should do.

Proxara now takes on both, without someone first reading the material and assembling a task.

See how it works
AMS360

Ashford Provisions

Policy endorsementCommercial auto · Agreed termsUnissued
Policy CA-2210Renewal due 1 JanIn force
Inbox
Dana WhitfieldTue 08:42

Re: agreed endorsement

Agreed. The endorsement will follow.

Ashford Provisions / 2026
Policy CA-2210.pdfLoss runs 2026.pdf
Renewal servicingTerm 1 Jan 2027
Ashford Provisions
RenewalReady to bind
Loss runsCollectedTue
SubmissionSentTue
Carrier quotesComparedWed
EndorsementIssuedThu
Outstanding carrier requests0

Your renewal submissions prepared in week one.

Measure it on your book.

More capacity

Policy checks and follow-ups run through to completion.

More time for clients

Spend fewer hours preparing documents and coordinating servicing.

Get submissions to carriers sooner.

Renewal preparation finishes earlier, giving your team longer to compare carrier terms and negotiate before expiry.

Reduce E&O exposure as your book grows.

Proxara checks policies and resolves discrepancies. Your team retains final sign-off, including binding. No data leaves your firm for AI processing or training.

Proxara checks policies and resolves discrepancies. Your team retains final sign-off, including binding. No data leaves your firm for AI processing or training.

E&O controls and authority
JR
2Activity
Chat
Teams
Calendar
Calls
OneDrive
Apps
Chat
Pinned
Proxara
4:32 PM
Ready for your approval.
Recent
PN
Priya Nair
1:15 PM
the endorsement is on file
TO
Tom Okafor
Fri
You: saved the issued policy
RH
Renewals huddle
Thu
Maya: moved to 9:30
ProxaraAPP
ChatShared
Today
Proxara  4:32 PM
Ready for your approval.
Endorsement request · Ashford Provisions
Issued policy · endorsement missing
ToHarbor Specialty underwriting
EffectiveOctober 1
Checked against the bound terms
ApproveView the request
Binding stays with a named person.
Type a message
ProxaraPrivateBramwell & ReeveEM

E&O safeguards

Updated 4:32 PM
OverviewPolicy checksActivity
Documents read
1,486
212 in August
Corrections from your team
214
12 in August
Actions read back
3,208
301 in August, none reopened
Carriers
31
4 added this year

Evidence for the file

12,940 reads · March – September

Policy checks

misreads per policy readteam correction

Service the business you want to win.

Account servicing beyond the tasks you give AI.

Proxara recognises account needs before anyone defines a task. It builds on what your existing AI tools have already completed and drives the remaining servicing through your systems and carrier connections.

Account servicing beyond the tasks you give AI.

Proxara recognises account needs before anyone defines a task. It builds on what your existing AI tools have already completed and drives the remaining servicing through your systems and carrier connections.

Systems and AI integrations

Connected in an hour. Productive by tomorrow.

We set up your brokerage’s own local model and private environment. It reads existing records overnight and starts account servicing the next day.

Unlimited use. No per-document charges.

How setup works

ai_api-data_01
Private Cloud
Overview
Buckets
Monitoring
Settings
Microsoft AzureAWS

A pilot measured in completed account servicing.

Run the pilot on an agreed set of commercial accounts. Get renewal submissions and a report on completed servicing and staff time saved. Decisions arrive in Teams or Slack.

How the pilot works