What it sells
An AI platform that automates document-heavy administrative work for insurance agencies and brokers, extracting and transferring data across commercial insurance submission documents (e.g. general liability, workers' comp, D&O) so staff spend less time on manual data entry.
Business model breakdown
Buyer: who owns the budget?
Insurance agencies/brokers (back-office and operations teams)
Trigger: what makes them buy now?
Employees spend excessive time manually transferring information between documents and software systems, reducing capacity for higher-value judgment-based tasks
Workflow: what inputs become what output?
Manual data entry and document transfer across insurance application submission paperwork
Economics: what it saves and how it charges
Value claims: 12-15 hours saved per person per week, 4-6% revenue growth, reduced E&O risk, producers handle new lines 10x; commercial model not stated.
Distribution: how it reaches customers
Demo-led (Book a demo) to insurance agencies; says 300+ agencies; case studies.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2026-09-30 | Series B | $34.5M | SignalFire (lead), Fika Ventures, Permanent Capital Ventures, TTV Capital, Dash Fund | americanbazaaronline.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.