Insurance and claims
Adjusters and agents ask about a policy form or a claim and get the answer from your policy wording, guidelines and claim files, cited to the page.
Questions your people ask
Asked in Copilot, Teams, ChatGPT or Slack, and answered from your own documents with the source named.
- “Does the 2024 homeowners form exclude water backup, and where?”
- “What did we pay on hail claims in Collin County last spring?”
- “What are our guidelines for a reservation of rights?”
Built around your claims
Compare claims side by side
Ask one question of several claims at once, such as how each water-damage claim was decided, and get each claim's answer from its own file.
A claim from start to finish
Ask for a claim and get every document in its folder in date order, or an outline of what happened.
Who sees what
Keep sensitive claims, such as litigated or special-investigation files, to the people working them, by Microsoft 365 group or by person.
Cited to the page
Every answer names the document and the page, so it can be checked before it is relied on.
Your documents stay yours
Built for businesses that answer to clients and regulators.
Files are never stored
The Catalog Server reads documents where they are and keeps only their text, in memory. Nothing is written to its disk; remove a folder and its text is gone.
Every client kept apart
Each organization has its own catalog, its own connection to the server and its own index. One organization's question can never reach another's documents.
Your sign-in rules apply
Two-factor sign-in for every account, or Sign in with Microsoft so your own MFA and Conditional Access apply and leavers lose access when IT disables them.