Related Products
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About
Kay.ai is an AI-powered operational assistant designed specifically for insurance brokers, agencies, and underwriters to automate tedious back-office workflows and enable higher productivity. It works with your existing systems, including agency-management systems, carrier portals, email, PDFs, and CRMs, to complete tasks such as quoting commercial lines (BOP, GL, auto, property), renewing personal-lines books, generating ACORD forms, issuing certificates of insurance, updating policy records, and entering data across carrier websites. Kay is built to “log in, fill out forms and handle all the tedious data-entry work”, and supports workflows across 100 + carriers and any AMS/CRM without the need for heavy integrations. The platform allows users to delegate repetitive browser-based tasks, document processing, form-entry, and servicing work so that staff can focus on higher-value client interaction.
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About
A powerful, yet easy-to-use, web-based software solution that manages the tracking of incoming certificates of insurance. It offers a centralized view of incoming certificates, compliance, and risk reporting for vendors, suppliers, tenants, subcontractors, franchisees, and carriers. Effortlessly manage your certificates of insurance with our user-friendly web-based solution, ensuring a comprehensive approach that not only saves time and money but also streamlines the entire insurance management process. Empower your team with our user-friendly solution, providing a self-service platform that allows easy and efficient control over your COI processes. Employ our advanced rules-based automation engine for easier communication with your vendors, suppliers, tenants, subcontractors, and franchisees. The solution provides access to a central repository for certificates, requirements, vendors, and other relevant information along with real-time access to critical compliance data.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Insurance brokers, agencies and MGAs interested in a solution to off-load manual submissions, renewals and servicing tasks to an AI assistant so their team can focus on client relationships and growth
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Audience
Organizations requiring a solution to manage their incoming certificates of insurance
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationKay
Founded: 2024
United States
www.kay.ai/
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Company InformationRiskPartner
Founded: 2009
United States
www.riskpartner.com/products/certificates-of-insurance-management-solution
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Categories |
Categories |
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Integrations
Amazon Web Services (AWS)
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