Products

Zenya CHECK – Smart checklists for reliable healthcare processes. Zenya CHECK enables healthcare teams to standardize critical procedures using digital forms and intelligent checklists. From infection prevention rounds to safety checks, CHECK ensures your processes are followed, documented, and improved over time. With mobile access, full traceability, and built-in oversight tools, Zenya CHECK turns routine tasks into meaningful assurance data—supporting quality, safety, and compliance.

MiA is an insurance AI platform that helps carriers, MGAs, reinsurers, and mutuals work smarter, scale faster, and make better decisions. By combining advanced agentic AI and a natural language AI interface, MiA automates repetitive tasks, streamlines workflows, and boosts productivity for underwriting, claims, and operations teams.

Creative Compliance Hub is an affordable and user-friendly software solution that simplifies and automates insurance licensing and compliance for independent insurance agents, brokers and MGAs. Unlike most insurance software providers, we use Creative Compliance Hub ourselves – every day – to manage hundreds of thousands of licenses on behalf of agencies of all sizes. You’ll recognize instantly that it was built by licensing professionals for licensing professionals. And with the input of an e

Standard Work Pro is a modern tool for creating, managing, and auditing digital SOPs and standard work instructions, designed to improve compliance and operator consistency on the shop floor. Standard Work Pro allows you to have a smooth and reliable workflow of documents and videos creation and managing them in a secured way.

Turn your processes into clear, visual guides in minutes.

Coresix is a private multimodal AI workspace that helps teams turn scattered company knowledge into usable, searchable context — without sacrificing data privacy or control. Built for small and medium businesses, coresix connects your documents, cloud storage, and internal content into a living organizational knowledge base that AI can work with over time. Users can ask questions, search across all connected sources, and get actionable insights without constant context switching. You can also

Agent CRM is an AI-powered, all-in-one sales and marketing platform specifically designed for insurance agents and their teams. It streamlines client management, automates communication, and enhances lead conversion, enabling agents to focus on growing their business efficiently. Key Features and Functionality: - AgentAI: An AI-powered assistant that automates lead follow-up and customer communication, ensuring timely and personalized interactions. - Pre-Built Automations: Ready-to-u

SmartCOI automates certificate of insurance compliance for commercial property managers. Upload COI PDFs in bulk — our AI extracts coverage types, policy limits, expiration dates, and named insureds automatically. Set insurance requirements by property, get real-time compliance checking, and let automated notifications handle vendor follow-up. Purpose-built for CRE teams managing multiple properties with dozens of vendors and tenants. Starts at $63/month with a 14-day free trial.

Onyx is an AI-powered CRM built specifically for life insurance agents and agencies in the United States. The platform combines lead management, automated follow-up, appointment booking, and AI-driven sales tools into a single system designed to help agents convert more leads and grow their book of business. Onyx uses AI across the entire sales lifecycle. Intelligent SMS appointment setting engages leads in natural, two-way conversations across seven insurance verticals - mortgage protection, f

Magellan analyzes every customer call in real time and surfaces what matters most, giving insurance agencies the clarity they need to act. By turning everyday conversations into actionable insights, Magellan helps agencies prevent churn, improve employee performance, and uncover opportunities for growth—so they can operate more confidently and consistently reach their goals.

Audera is an audit based platform that supports anyone looking for consistency or reduced variability in processes. Following the methodology of Layered Process Audits, the platform allows for organizations to create robust audit programs to ensure continuity and compliance. Born in manufacturing, supports all industries looking for operational excellence.

NeuroVecta is the business document intelligence platform that brings AI precision to your most critical business documents, without sacrificing compliance or control. Powered by advanced RAG technology, NeuroVecta searches across thousands of documents in seconds, delivering accurate answers with full citation rationales. No black boxes. No guesswork. Just verifiable intelligence empowering humans in the loop. Key Capabilities: • Semantic search that understands meaning, not just keywords • C

CoverageShield is an AI-powered risk management platform built for SMBs with 5-250 employees. The platform reads actual insurance policy documents, analyzes coverage against 2,200+ industry-specific requirements, and identifies gaps before a claim exposes them. Features include AI gap analysis, contract compliance scanning, claims advisory (file vs. don't file calculations), workers compensation intelligence, broker letter generation, renewal preparation, quarterly check-ins, and enterpri

FieldReport AI generates professional maintenance reports in under 60 seconds. Built for independent maintenance contractors, field service engineers, and inspection professionals who spend too much time on paperwork after every job. Fill in the job details across a simple 5-step wizard — client, site, work performed, photos, and equipment data. The AI generates a complete, professionally structured report including executive summary, equipment details, work performed, findings, observations, an

VendorShield is an AI-powered compliance software built for general contractors. It helps construction companies automatically track vendor insurance documents (COI), flags gaps in coverage, and identifies expiring policies in seconds.

Iris is an actuarially certified solution for healthcare insurance brokers and organizations that need smarter, faster and clearer healthcare pricing answers. Handl built the self-service analytics tool to support benefits consultants with prospecting and renewals, providing access to enriched price transparency data so you can compare networks for prospects and clients in a matter of minutes. Iris empowers users to: -Reprice actual or simulated claims for prospects or clients across different n

Altidex automates vendor insurance compliance for property managers. Add your vendors, and Altidex handles the rest: collecting certificates, verifying coverage with AI, chasing renewals, and contacting brokers directly when something's missing. You get a weekly report showing who's compliant and what needs attention. No portals or fees for vendors — they upload via a simple link. Pre-loaded insurance requirements for common trades like HVAC, plumbing, electrical, and landscaping. Set up in 5 mi

Bluecoin Digital Checklist is an inspection and verification platform that transforms routine facility inspections into audit-ready records with real-time operational visibility. Designed for facility managers, compliance officers, frontline staff, and operations leaders in enterprise offices, manufacturing sites, healthcare facilities, and multi-location operations, it streamlines the complete inspection lifecycle from scheduling and mobile completion to verification and analytics. Frontline t

Onesurance is a provider of AI-driven solutions tailored for the insurance industry, empowering brokers, managing general agents (MGAs), and insurers to achieve sustainable growth, enhance customer retention, and improve advisory profitability. By integrating advanced artificial intelligence, Onesurance streamlines operations, enabling advisors to focus on delivering personalized and forward-thinking services. Key Features and Functionality: - Modular AI Platform: Offers customizable modules a

SETAGO App is a German company that specializes in developing software and hardware tools to enhance collaboration and productivity in SMEs. The SETAGO App is a cloud-based tool for creating and managing digital work processes, such as documentation, step-by-step instructions, digital checklists, and more. Its modern and intuitive user interface and templates make it easy to create digital documents, including videos, pictures, checklists, and warning notices. Whether empowering employees, onb