iFastrackGG-One Software
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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
Web based, access from any of your computers with an internet connection. Custom Insurance Requirements. Override individual policy, limit or additional term requirements. Report Scheduler. Track multiple COI's per vendor/sub contractor. Assign COI's to a location or property. New integrated Email Processing and Tracking System (Cloud Only). Manage Expired and About to Expire Certificates from the Certificates Dashboard. View your certificate statuses graphically from the Statistics Dashboard. Manage multiple entities, certificate holders, divisions, centers or properties separately. Import vendor and insurance data. PDF letter history. Customizable letter templates. Import carrier rating data. Validate carrier minimums. Export to multiple formats. Automated printing or emailing of non-compliance letters. Extensive search and reporting capabilities. Integrated video training.
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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
Companies seeking an insurance certificate tracking solution
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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
$499 per year
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 InformationGG-One Software
www.ggonesoftware.com/ifastrack-features
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Categories |
Categories |
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Document Management Features
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
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Integrations
Amazon Web Services (AWS)
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