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The book stays where it lives.

Proxara reads the brokerage’s evidence in the systems that already hold it and does the work inside a private environment provisioned for that brokerage alone. Local models read the documents there. Nothing is migrated, nothing trains a shared model, and nothing leaves.

Start a pilot How it is provisioned

The local LLM processes account data inside the brokerage’s private VPC.

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A private environment provisioned and operated for the brokerage

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1 · Contain

The local LLM processes account data inside the private VPC. No external AI service receives it.

2 · Scope

Each connection is limited to the mailboxes, records and actions the brokerage authorizes.

3 · Isolate

Corrections improve this brokerage’s models and never become another customer’s training data. Operators hold no standing access.

4 · Keep

Account state, mappings and the work record stay inside the environment. Credentials never enter model context.

Local modelsPrivate VPCDedicated cloud accountNo external AINo shared trainingNo standing accessCredentials outside model context

One private VPC per brokerage. Nothing pooled, nothing shared.

What the environment separates.

Evidence

Emails, records and documents stay in the systems that own them. The environment reads them in place and holds what it derives, never a second copy of the book.

Model processing

Local models run inside the private environment. What they read, what they produce and what they learn never leaves the brokerage’s boundary.

Execution credentials

The credentials that act on systems live outside model context. A model can propose an action; only the execution boundary can perform one.

Every decision retains the evidence available when it was made.

The history shows what each party asserted, who approved the action, exactly what was sent or changed, and what came back. Any account or event exports as a signed evidence package.

An action closes against five things.

Emails, AMS changes and portal actions all carry the same record, and close only on proof from the receiving system.

Endorsement confirmationoutbound email · client-facingclosed on receiving-system proof

The action starts from records, not memory. Each one stays linked to its source.

The requesta client email, kept as writtenThe coveragethe issued endorsementThe premium change+$1,912, from the carrier

The request resolves to a specific change on a specific policy term before anything moves.

The changeone location added to the scheduleThe termunchangedAnything else touchednothing

A client-facing send waits for a person. The approval arrives in Teams with this same evidence.

Approved bythe account managerMay run aloneno, it reaches the clientSeen at approvalexactly this record

What was sent is recorded as sent, not as intended.

Sentone email, one attachmentFromthe brokerage’s own mailboxA retryrecovers this send, never a second one

The action closes when proof comes back, and not before.

Deliverypassed · Sent ItemsThe AMSread back · agreesIssued vs boundcompared before close

We hold as little of the brokerage as we can.

Source systems stay authoritative. Proxara is a processing boundary, never the system of record.

What we get

  • What the work was, and who approved it.
  • Which systems it read.
  • What left, and where it went.

What we never get

  • A system the brokerage did not connect.
  • A client name, or what was asked.
  • A copy of the book. Nothing is mirrored.

When someone asks, the answer is already written.

The record builds while the work runs: the evidence each decision used, who approved it, and what the receiving system confirmed. Any account or event exports as a signed package for an audit, a diligence request or an E&O response.

See Authority & Approvals

Contact us.

Tell us about your brokerage and the systems it runs on, and we will come back to you.

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