For independent P&C agencies
Agency SLM turns your procedures, training material, carrier guidance, and Drive folders into cited answers—so routine questions stop landing on owners and managers. When the sources cannot support an answer, Agency SLM says so and sends the user to a manager or carrier.
Explore the Cascade Insurance workspace
Follow a procedure, route a request, or open the no-source example.
Synthetic agency · Prepared responses · No customer content
AgencySLMPrepared public demo · File uploads are disabled · No customer content
Staff can check process steps and ownership in the flow of work instead of waiting for someone to answer again.
Every supported demo answer points to the exact synthetic passages used, so the team can verify the guidance.
When the workspace has no approved source, Agency SLM does not invent an answer—it directs the user to a manager or carrier.
More than a document search
Agency SLM combines your private sources with insurance-specific onboarding, agency-level tuning, staff training, and manager visibility. The goal is a workspace that fits how your team operates—not another generic chat box.
Upload agency documents manually or synchronize Google Drive files and folders.
Shape terminology, answer style, business context, and escalation wording around your agency.
Start with a focused group, train the team, and verify cited answers against real operating questions.
Owners and managers can review adoption, question volume, and source health without exposing answer content in health reporting.
A free guided eight-week pilot
The pilot starts with your agency’s sources and ends with a review of how the workspace was used. There is no automatic paid conversion.
Build
Connect initial sources and tune the assistant to your terminology, response style, and escalation path.
Use
Train an initial group, ask real operating questions, and inspect the evidence behind supported answers.
Review
Look at adoption and source health together, then decide whether continuing makes sense for your agency.
Plans after the pilot
Every paid plan keeps the same source-grounded answers, visible citations, and no-source behavior demonstrated above. What changes is team capacity, Drive synchronization scope, custom branding, and rollout model.
Before any paid plan
Test Agency SLM with your own questions and sources. The pilot does not automatically convert into a paid subscription.
Focused rollout
For a small agency that needs guided onboarding, a clean setup path, and enough capacity to bring the workspace into daily use.
$290/ month
$2,900 / year
$580 annual savings
Plan capabilities
Standard production
For agencies that need Google Drive file sync, operational visibility, and enough headroom to make the product part of daily procedures.
$799/ month
$7,990 / year
$1,598 annual savings
Plan capabilities
Multi-agency rollout
For larger organizations rolling out across multiple agencies with governance, rollout support, parent-org visibility, and Google Drive folder sync.
Custom
Annual contracts
Plan capabilities
Annual prices are billed as the annual totals shown above.
Founding Partner terms may be available by negotiation.
Before you request a workspace
Agency SLM says that the connected sources do not support an answer and directs the user to a manager, carrier, or other authoritative source. It does not turn missing documentation into a confident response.
You can upload agency documents manually or synchronize Google Drive files and folders. The product supports common office and document formats, including PDF, DOCX, PPTX, XLSX, CSV, text, Markdown, and HTML.
No. It helps staff find and inspect internal guidance, but it does not replace professional judgment, current carrier guidance, legal advice, or manager oversight.
We help configure the private workspace, connect initial sources, tune answer behavior and escalation wording, train an initial group of users, and review adoption and source health during the pilot.
No. Customer content is kept within its workspace boundary and is never used to train models.
A guided workspace built around your agency
We help connect your sources, tune the assistant to your terminology and answer boundaries, and train your initial users. Request a workspace to see whether it fits your agency’s daily work.