Features
AI RFP response generation with 95% context-aware accuracy
Unified knowledge hub connecting Google Drive, SharePoint, OneDrive, Confluence, Notion, Slack, Salesforce
AI Content Manager auto-detecting stale, duplicate, or conflicting content
Suite of AI agents for competitor research, response refinement, and brainstorming
Real-time automatic knowledge base updates from connected repositories
Supports RFPs, RFIs, security questionnaires, and DDQs
Okta SSO (SAML) integration for single sign-on
Enterprise-grade security with zero-retention privacy and source-level permissions
Integrates with Slack, Microsoft Teams, HubSpot, Zendesk, Salesforce, Google Workspace, Jira
Customizable permission controls and task assignment
End-to-end flexibility for Excel-based questionnaires and narrative proposals
SOC 2 compliant, GDPR and CCPA adherence
Live web research integration for context-aware answers
AI chatbot for competitor insights and strategy refinement
Multi-channel application suite (online, in-person, phone)
Underwriting workbench with rules engine
Automated digital policy issuance
White-labeled customer self-service portal
Agent portal with sales management tools
Admin portal for post-issue servicing
TPA services for carrier servicing
Claims initiation via admin and customer portals
Performance IQ for operational insights
Data Optimization Suite for data modeling and activation
Innovation Lab for AI tooling access
Responsive illustration tools for agents
Digital payments and post-decision adjustments
Digital sales enablement for agents
Multi-product support (life and annuities)
