Purpose-built for Commercial Insurance Brokers
Efficiency Meets Expertise
A secure AI-Powered assistant that automates key broker and agency workflows.
Tangible and immediate benefits for your insurance business
Tangible and immediate benefits for your insurance business
Increase Efficiency
8+ hours saved weekly
Save time on important tasks like quote comparison, policy checking and proposal generation.
Increase Efficiency
8+ hours saved weekly
Save time on important tasks like quote comparison, policy checking and proposal generation.
Increase Efficiency
8+ hours saved weekly
Save time on important tasks like quote comparison, policy checking and proposal generation.
Client Retention
+90% Retention
Deeper and more meaningful client relationships - be an advisor, not an administrator.
Client Retention
+90% Retention
Deeper and more meaningful client relationships - be an advisor, not an administrator.
Client Retention
+90% Retention
Deeper and more meaningful client relationships - be an advisor, not an administrator.
Increase Book Size
2X Accounts
Grow your book of business without increasing your administrative overhead.
Increase Book Size
2X Accounts
Grow your book of business without increasing your administrative overhead.
Increase Book Size
2X Accounts
Grow your book of business without increasing your administrative overhead.
Our Process
Our Process
Our Process
How it works
How it works
Papergoat.ai is designed to help you spend more time developing relationships and less time on repetitive operational tasks.
Papergoat.ai is designed to help you spend more time developing relationships and less time on repetitive operational tasks.
Step 1
Get Started in Minutes
Get Started in Minutes
Create your account and connect your inbox or use our web application directly. Opt into full data isolation if your brokerage requires stricter compliance.
Create your account and connect your inbox or use our web application directly. Opt into full data isolation if your brokerage requires stricter compliance.
Create an account
Name
Address
Connect your applications
Create an account
Name
Address
Connect your applications
Create an account
Name
Address
Connect your applications
Create an account
Name
Address
Connect your applications
Step 2
Forward and Forget
Forward and Forget
Just forward what you'd normally review manually—intake forms, policies, loss runs, quotes, and more. Papergoat will process them automatically.
Just forward what you'd normally review manually—intake forms, policies, loss runs, quotes, and more. Papergoat will process them automatically.
Papergoat.ai
Your tools
Papergoat.ai
Your tools
Papergoat.ai
Your tools
Papergoat.ai
Your tools
Step 3
Instant Insights, Actionable Outputs
Instant Insights, Actionable Outputs
From quote comparisons to policy checks, get polished outputs tailored to each workflow—ready for broker review.
From quote comparisons to policy checks, get polished outputs tailored to each workflow—ready for broker review.
Performing current workflow..
Client Intake
Quote Compare
Proposal Generation
Policy Review
Certificate Creation
Performing current workflow…
Client Intake
Quote Compare
Proposal Generation
Policy Review
Certificate Creation
Performing current workflow..
Client Intake
Quote Compare
Proposal Generation
Policy Review
Certificate Creation
Performing current workflow…
Client Intake
Quote Compare
Proposal Generation
Policy Review
Certificate Creation
Step 4
Smarter with Every Interaction
Smarter with Every Interaction
Papergoat instantly learns from your feedback, continuously improving its performance across your workflows.
Learning from your feedback
Accuracy will increase by 1.5%
Preparing new model
Uploading it to server..
New Model Available
Up to date
Learning from your feedback
Accuracy will increase by 1.5%
Preparing new model
Uploading it to server..
New Model Available
Up to date
Learning from your feedback
Accuracy will increase by 1.5%
Preparing new model
Uploading it to server..
New Model Available
Up to date
Learning from your feedback
Accuracy will increase by 1.5%
Preparing new model
Uploading it to server..
New Model Available
Up to date
Let your team focus on clients — we’ll handle the admin.
Request Early Access
Gain exclusive early access to our software and stay informed about launch updates
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