What it sells
AI platform for financial services.
Business model breakdown
Buyer: who owns the budget?
UnverifiedOperations/product leaders at carriers, MGAs, brokers and wealth firms (inferred).
Trigger: what makes them buy now?
Manual submission intake, onboarding, advisor transitions and benefit guides; claims 2x+ reduction in time to quote.
Workflow: what inputs become what output?
Intake submissions and documents, extract and validate data, push to CRM/AMS/policy systems, generate proposals/guides, e-sign, run computer agents with human approval.
Economics: what it saves and how it charges
SaaS by monthly submissions and live forms; customer stories claim sign-up rate more than doubled (Banner Life) and benefits guides 20-30x faster (The Baldwin Group).
Distribution: how it reaches customers
Book a demo plus self-serve free signup; integrations (100+ standard).
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2026-07-14 | — | $30M | — | news.google.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.