Library
More than a hundred workflows for safety, risk and insurance teams, run as-is.
For insurance brokers and carriers
Every team in the brokerage.
One platform.
Client-ready work, cited to the source.
Risk control, claims, account management, benefits and producers run their work on SoterAI: loss runs, policies, claim files and site visits turned into deliverables in your brand, every finding cited to the page it came from. Run the library, or build your own.
5 hrs → 30 min
per loss-control assessment
ICW Group
3x
client capacity, same team
OVD Insurance
70%
admin time saved
Collins & Associates
Your team is at capacity.
Your margin isn't where it needs to be.
60–70%
of consultant time
Risk control
Goes to report writing, data compilation and follow-up admin that needs no judgment. Your next client win means thinking about your next hire.
45–90 min
a day
Claims
Lost to inbox triage, first-notice drafting and file review before any advocacy happens.
Days
offshore turnaround per request
Account management
Endorsements, certificates and policy checks sent to an outsourcer, with the turnaround and the E&O exposure that comes back with them.
8 steps
per renewal
Benefits
Renewal prep, proposal comparison, funding and contribution modeling rebuilt by hand in spreadsheets every cycle.
Hours
of prep per prospect
Producers
Industry research, discovery and renewal strategy done from scratch before every meeting, or not done at all.
One platform. Every practice. Measured results.
Time-consuming risk report development
50%
reduction in report time, doubled productivity
Manual risk control analysis for clients
70%
time savings on administrative tasks
Custom safety meeting prep
5h → 30m
safety meeting prep, loss control team
Regional brokerage (anonymized)
Servicing work sent offshore
21
workflows built in-house: endorsements, COIs, invoicing, weekly claims reporting
Every consultant delivers like a full team.
SoterAI turns site visits, loss runs and client questions into finished deliverables the same day: inspection reports from photos, risk-control reports and service plans, incident and loss-run analysis, regulatory alerts and weather or wildfire monitoring for each client's locations, all in your template.
- Site audits and inspection reports from photos, in hours not days
- Standardized, branded reports underwriters and brokers trust
- Loss-run and incident analysis with the findings cited
- Portfolio risk view across every client you serve
- Site Audit
- Hazard Inspection
- Analyze Incident Trends
- Loss Run Analysis
- Weather Risk Advisor
- Regulatory Watchdog
“SoterAI transformed loss control operations. We cut custom safety meeting prep from 5 hours to 30 minutes while delivering millions in potential savings to clients.”
ICW GroupAdvocate faster, with the whole file in front of you.
SoterAI reads the claim file, the policy and the carrier correspondence and gives your claims team triage, coverage positions, escalation drafts and review-meeting packs, with every clause and figure cited to the page.
- Inbox-to-first-notice intake with human approval before anything is sent
- Claims Advisor for triage, options and carrier or TPA escalations
- Policy comparison clause by clause
- TPA and carrier performance reviews, stewardship-ready
- Claims Advisor
- Policy Comparison
- TPA / Carrier Performance Analysis
- Return to Work Advisor
- Claim Intake
- Claims Coverage Review
Built by a customer
A brokerage claims desk runs a daily inbox monitor that spots new-claim emails, extracts the claim facts and drafts first-notice emails for a human to approve. It feeds a master claims tracker, a monthly dashboard and the agenda for every client claim review.
45–90 minutes a day saved on intake and first-notice drafting.
Bring the back office back in-house.
Endorsement requests, certificates, additional-insured checks, dec-page extraction, policy summaries, invoicing and weekly reporting, run as workflows your own account managers control instead of an offshore queue.
- Endorsement emails drafted from the change request
- Certificates and additional-insured forms pulled from the policy
- Policy checking against the expiring policy, page-cited
- Weekly reports built from your agency management system exports
Works today with exports and reports from Applied Epic and other agency management systems; direct integrations are on the roadmap.
- Policy Checking
- Certificate of Insurance
- Summary of Insurance
- Loss Run Analysis
- E&O File Audit
- Client Location Intelligence
Built by a customer
A regional agency rebuilt its outsourced servicing work as SoterAI workflows: endorsement emails, additional-insured and COI lists, branded invoices, and a weekly claims report that collects two spreadsheets from the inbox, merges them and emails the team, with reports pulled from Applied Epic every Monday.
21 workflows, built by the agency's own team.
The whole renewal, one workflow at a time.
From the first prospect meeting to the stewardship report, SoterAI runs the benefits consultant's calendar: renewal preparation, carrier renewal analysis, proposal comparison on one basis, funding and contribution modeling, network disruption, pharmacy review, peer benchmarking and the executive recommendation, each landing in your client template.
- Renewal analysis that quantifies the rate action and tests the carrier's reasoning
- Carrier proposals compared on the same enrollment and policy period
- Fully insured, level-funded and self-funded options modeled side by side
- Stewardship report assembled from the account's own documents
- Renewal Analysis
- Proposal Comparison
- Benefits Benchmarking
- Funding Analysis
- Network Comparison
- Stewardship Report
- Step 1: Prospect analysis
- Step 2: Onboarding audit
- Step 3: Renewal preparation
- Step 4: Renewal analysis
- Step 5: Proposal comparison
- Step 6: Funding & contribution modeling
- Step 7: Strategic recommendation
- Step 8: Stewardship report
Fifteen benefits workflows in the library today.
Walk in knowing the account.
Turn a company name into a discovery brief before the first call. Learn an industry's operations, exposures and vocabulary in an hour. Find warm prospects from public buying signals. Build the renewal strategy and the client presentation. Rehearse the meeting against an AI playing the prospect.
- Client discovery brief from a name or URL, link-backed
- Industry crash course for the next prospect
- Renewal strategy product by product
- Role-play simulator with a scored debrief
- Client Discovery
- Industry Crash Course
- Signal Finder
- Renewal Strategy
- Client Presentations
- Role-Play Simulator
The same client data, templates and records your service teams use, so the pitch and the delivery come from one place.
See producer use casesLoss control and risk intelligence at portfolio scale.
Loss-control departments and captive managers use SoterAI to run surveys and service plans, analyze loss runs per member, prioritize which accounts need attention and watch for emerging risk signals across the book, with no core-system integration.
- Survey reports and service plans from visit notes and photos
- Member prioritization from exposure-adjusted loss data
- Emerging-risk signals validated against claim maturity and exposure
- Safety workflows offered to policyholders under your brand
“We reduced report time by 50%, doubled our productivity, and tripled our client capacity — without adding a single person to the team.”
OVD InsurancePortfolio Intelligence
See every client's risk in one place. Before it becomes a claim.
SoterAI aggregates what your teams already produce (assessments, loss runs, incident records, claim files) into a portfolio view that surfaces accounts trending toward a loss, and feeds the same data to risk control, claims and renewal conversations.
Portfolio
Sample data
Northgate Logistics
12
Drafted
Harbor Foods
7
Survey booked
Keystone Plastics
4
Sent
Ridgeline Builders
2
Sent
- One risk view across every client you serve
- Accounts trending toward a loss, flagged early
- The same data for risk control, claims and renewals
- Proactive intervention before the claim arrives
Run the library. Or build the workflow your team actually needs.
Clone and edit
Change the prompts, the inputs, the output template; the copy becomes yours.
Build from a description
Describe the process in plain language and SoterAI builds the workflow, with your Data Sources, Records and brand templates behind it. Schedule it, or trigger it from your own tools.
At one national brokerage, more than half of all SoterAI work runs on workflows the brokerage built itself; its most-used workflow puts any document into the firm's own template.
- Brand templates
- Data Sources
- Records
- Scheduled runs
- Outlook and Microsoft 365 connection
General AI gets safety and insurance work wrong.
SoterAI is purpose-built for safety, risk and insurance documents: every output is cited to the source page, lands in your template, and is reviewed by a person before it leaves the desk. General AI tools return confident text with no citations and no templates.
See the SAFE-Bench Results95.64%
- SoterAI, SAFE-Bench
- 95.64%
- Claude
- 87%
- GPT
- 86%
The insurance workflows in the library today.
See all workflowsRisk control
Claims
Account management
Benefits
Real results. Real teams.
5hrs → 30min
per assessment
“SoterAI transformed loss control operations. We cut custom safety meeting prep from 5 hours to 30 minutes while delivering millions in potential savings to clients.”
ICW Group Loss Control Consultants“We reduced report time by 50%, doubled our productivity, and tripled our client capacity — without adding a single person to the team.”
OVD Insurance Insurance Provider70%
admin time saved
“We saved 70% of time on administrative tasks. That time goes straight back into client work.”
Collins & Associates Insurance ServicesSoterAI vs. the way you work today.
Risk-control assessment
Without SoterAI
5+ hours per client
With SoterAI
30 minutes with AI assistance (ICW Group)
Client report
Without SoterAI
Manual, inconsistent, slow
With SoterAI
Branded, cited, delivered in minutes
Claim intake and first notice
Without SoterAI
Inbox triage by hand, hours a day
With SoterAI
Drafted automatically, approved by a person
Endorsements and certificates
Without SoterAI
Offshore queue, days
With SoterAI
Drafted in-house in minutes
Benefits proposal comparison
Without SoterAI
Spreadsheets rebuilt every renewal
With SoterAI
Compared on one basis, in your template
Prospect preparation
Without SoterAI
Hours of research, or none
With SoterAI
Discovery brief before the first call
Portfolio risk view
Without SoterAI
Spreadsheets, lagging indicators
With SoterAI
One view across clients, claims and renewals
Built for every role in the brokerage.
Risk Control / Loss Control Leader
Your team is at capacity. SoterAI gives you 3x the throughput without 3x the headcount: more clients, better reports, consistent findings.
Measured on: client capacity, report turnaround, portfolio growth
See how it works for your roleClaims Leader
Cycle time is a client-satisfaction problem. SoterAI handles intake, file review and correspondence so advocates spend their time on coverage and outcomes.
Measured on: claim cycle time, client retention
See how it works for your roleAccount Management / Operations Leader
Servicing work does not have to leave the building. SoterAI runs endorsements, certificates and policy checks in-house, cited and reviewed.
Measured on: servicing cost per account, E&O exposure, turnaround
See how it works for your roleBenefits Practice Leader
Every renewal rebuilt by hand is capacity you cannot sell. SoterAI runs the renewal calendar end to end in your templates.
Measured on: renewal outcomes, consultant capacity
See how it works for your roleSales Leader / Producer
Walk in knowing the account. Discovery, industry context, renewal strategy and the presentation before every meeting.
Measured on: new business, renewal retention
See how it works for your roleBrokerage Executive (CEO / COO / CFO)
You own the P&L. SoterAI is a margin story: revenue grows, payroll does not, and every practice runs on one platform.
Measured on: margin per account, cross-practice adoption
See how it works for your roleUnderwriting for a carrier or captive? See SoterAI for carriers and captives.
See how SoterAI fits your role in a 20-minute demo
Talk to our teamFree Whitepaper · Insurance Brokerages
Outgunned, not outsmarted.
How mid-market brokerages can compete with the nationals again. Fifteen months of aggregate SoterAI platform use reveal how AI breaks the link between hours and headcount that gave national brokers their edge — and what a mid-market firm does with the hours it gets back.
Read the whitepaper
Frequently asked questions.
Yes, with the exports and reports from Applied Epic, Vertafore and others; several customers run weekly reports from Epic through SoterAI today. Direct integrations are on the roadmap. Tell us which system you use.
Client capacity tripled, same team
OVD Insurance
50%
Reduction in report time
OVD Insurance, doubled productivity
30 minutes per assessment, down from 5 hours
ICW Group, Loss Control Consultants
70%
Time savings on administrative tasks
Collins & Associates
Ready to run every practice on one platform?
Tell us which team you'd start with and we'll show you the workflows they'd run in the first week.
“We cut custom safety meeting prep from 5 hours to 30 minutes.”
Talk to our team
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