What it sells
AI platform for insurance brokerages, agencies and wholesalers that automates sales and servicing workflows.
Business model breakdown
Buyer: who owns the budget?
Insurance agency/brokerage owners
Trigger: what makes them buy now?
Agencies want to automate daily manual tasks, client requests and new-sale/renewal workflows without adding headcount (a customer says it lets them win larger accounts without adding headcount).
Workflow: what inputs become what output?
Insurance sales and policy servicing operations
Distribution: how it reaches customers
Demo-led: Book a Demo CTA throughout; no self-serve; strategic partnership with First Choice highlighted.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2026-03-31 | Seed | $8M | Kearny Jackson (lead), Claire Hughes Johnson, Kevin Mahaffey, Sam Hodges, Colin Evans | finance.yahoo.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.