Insurance brokerage platform

Kevorynt AI: From first submission to a bound policy, on one AI platform.

Kevorynt AI is the operating layer for commercial P&C brokerages. Submissions, carrier quotes, binders, endorsements, claims and renewals live on one reconciled account record — so producers and account handlers stop chasing documents and start placing risk.

Impact

Control every account from a single view.

Exposures, submissions, quotes, bound terms and open exceptions arrive from carriers, MGAs, ACORD files and the client’s own documents in a hundred shapes. Kevorynt AI reconciles them into one account record — scored for confidence, watched for drift, and surfaced by the action that unblocks the most work.

Kevorynt AI — commercial P&C broker command center
One account, on one record
  • 82%

    +12%vs last month

    Submissions cleared

    Commercial applications, SOVs and loss runs auto-extracted and verified against underwriting guidelines.

  • 91%

    +8%vs benchmark

    Extraction confidence

    Line-by-line carrier quote and endorsement comparison with direct policy coordinate trace.

  • 14

    +3pending review

    Human in the loop

    Decisions waiting on a broker — coverage gaps, high-limit exclusions, and manuscript wording AI will not bind on its own.

  • 9

    5within 14 days

    Active deadlines

    Expiring programs, carrier response SLAs, and bound binder issuances tracked across the book.

Figures read from the sample dashboard above · illustrative, not a customer benchmark.

The Nestack financial services suite

Built for every corner of financial services.

Financial services move differently in every field, with unique teams, workflows, documents, and decisions. Your tools should be built to work the way your industry does.

Modules

The tools your brokerage needs to place faster.

Intake, placement, comparison, binding, servicing, claims, renewals, and compliance are not separate tools stitched together — they are one continuous account record, from the first quote request to the renewal that follows.

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  • Intake — Kevorynt AI
    — 01 — INTAKE

    Every submission document turned into a verified exposure record

    SOVs, loss runs, ACORD applications, cyber supplements and broker-of-record letters land in one queue. Each document is classified, entities extracted with a confidence score, and contradictions between them surfaced before an underwriter sees the file.

    • Document Type
    • Confidence Score
    • Missing Fields
    • Schedule Conflicts
    • Account Owner
  • Placement — Kevorynt AI
    — 02 — PLACEMENT

    Every line, every market, one placement pipeline

    Coverage-line by carrier — Property, GL, Auto, Workers' Comp, Umbrella, Cyber — from submission prep to quote or decline. Appetite signals, stalled activity and underwriter questions live beside each path, with the response-time forecast for every carrier on file.

    • Coverage Line
    • Target Market
    • Pipeline Stage
    • Carrier Appetite
    • Response Age
  • Comparison — Kevorynt AI
    — 03 — COMPARISON

    Carrier quotes normalised into a decision-ready matrix

    Limits, deductibles, retentions, exclusions and subjectivities pulled from every quote and lined up side by side. Each material difference carries the exact clause language it came from, so the shortlist is built on evidence, not on a summary.

    • Coverage
    • Carrier
    • Limit / Deductible
    • Premium
    • Material Difference
  • Binding — Kevorynt AI
    — 04 — BINDING

    Bound terms verified line-by-line against the issued policy

    Client authorization, bind instructions, binder receipt and issued-policy verification tracked end to end. Bound terms are compared line by line against the issued policy, and any drift in coverage, limits, or exclusions is flagged as an exception before the file leaves placement.

    • Bind Order
    • Carrier Policy #
    • Premium Variance
    • Subjectivities
    • E&O Verification
  • Servicing — Kevorynt AI
    — 05 — SERVICING

    Certificates, endorsements and mid-term changes routed without coverage leaks

    Certificates of insurance (COIs), endorsements and mid-term schedule changes routed from intake through verified delivery. Each certificate request is checked against the policy's actual terms so a certificate is never issued for a limit or coverage the policy doesn't carry.

    • COI Holder
    • Endorsement Ask
    • Coverage Validation
    • Turnaround SLA
    • Delivery Status
  • Claims — Kevorynt AI
    — 06 — CLAIMS

    First-notice-of-loss to resolution, coordinated end to end

    FNOL classification, coverage located inside the actual policy, missing documents predicted before the carrier asks, and every message with the adjuster kept beside the file. The account handler works one screen, not five email threads and a shared drive.

    • FNOL Intake
    • Coverage Match
    • Adjuster Log
    • Loss Reserve
    • Claim Status
  • Renewals — Kevorynt AI
    — 07 — RENEWALS

    Renewal preparation that starts 120 days out, not 30

    Exposure changes, loss signals and late carrier responses are scored into an attention curve that climbs as the expiration date approaches. The strategy — incumbent renewal or remarketing — is set from the same evidence the placement decision was built on.

    • Expiration Date
    • Exposure Delta
    • Loss Trend
    • Carrier Response
    • Renewal Strategy
  • Compliance — Kevorynt AI
    — 08 — COMPLIANCE

    Producer licensing and regulatory obligations, always audit-ready

    Resident and non-resident producer licenses, carrier appointments, jurisdiction-specific rules and NPI safeguarding controls tracked in one place. AI checks the file for gaps and prepares the evidence pack a state exam or an E&O audit expects.

    • License Status
    • Carrier Appointments
    • NPI Security
    • Audit Pack
    • State Filing
How It Works

Your workflow, from documents to decisions.

  • 01

    Import your account data

    Applications, SOVs, ACORD filings, loss runs and policy documents land in one workspace. AI organises each upload, structures exposure schedules and flags what is still missing before your team approaches the market.

  • 02

    Run every stage connected

    Intake, market clearance, quote comparison, subjectivities, binding and servicing work as linked modules — alongside your AMS, email and rating portals, without re-keying between stages.

  • 03

    Lead from the command dashboard

    Account readiness, placement pulse and renewal-attention alerts live on one screen — so brokers, account executives and operations teams see what needs attention before deadlines hit.

Traditional SaaS vs Kevorynt AI

Don’t settle for the AI your software chose.

Most platforms ship one model and you work inside its limits. Kevorynt AI puts an orchestration layer between the document and the model, so every step of a customer file runs on the intelligence that suits it.

TRADITIONAL SAAS
Built-in
AI

One model, one pass, and no step you can point somewhere else.

You work within its limits.

KEVORYNT AI · ROUTED INTAKE
01

Read the scanned pack

Layout-aware OCR holds the ACORD checkboxes, table rows and title blocks that a general model flattens into prose.

Mistral
DOCUMENT AI / OCR
02

Sort every page

A fine-tuned classifier tells an ACORD 125 from a loss run page by page, at a fraction of what a frontier model costs.

Hugging Face
INFERENCE PROVIDERS
03

Read the whole file in one pass

Long context holds the entire policy pack, so an endorsement on page 9 still binds the limit written on page 318.

Gemini
GEMINI API
04

Extract into your AMS schema

Constrained decoding against a strict schema, so the record never lands malformed in Applied, EZLynx or Guidewire.

OpenAI
RESPONSES API
05

Draft the risk and compliance note

Holds structure across thousands of words and cites the source line behind every sentence a reviewer will be asked about.

Claude
ANTHROPIC MESSAGES API
06

Score every field, flag what is weak

Cheap enough to score all 214 fields twice and compare the runs — which is the only reason the flags are worth trusting.

DeepSeek
DEEPSEEK API
07

Match names to sanctions and PEP lists

Fuzzy name matching is a retrieval problem, not a generation one — embeddings and a reranker beat a chat model outright.

Cohere
RERANK + EMBED
08

Redact NPI and PHI before it leaves

A small open-weight model runs inside your own VPC, so regulated data is masked before any external API ever sees it.

Llama
SELF-HOSTED IN YOUR VPC
One structured customer file214 FIELDS · 99.4% MEAN CONFIDENCE · 0 HELD FOR REVIEW

Note: Model and product names are trademarks of their respective owners, used here to describe what runs where. Routing is configurable per workflow — no endorsement or partnership is implied.

Connectivity

Your whole brokerage stack, connected.

Kevorynt AI plugs into the agency management systems, carrier portals, rating engines, document stores, collaboration tools and compliance registries your brokerage already runs. Submissions, SOVs, quotes, binders and policy schedules sync through governed APIs — so data moves without manual re-keying between systems.

Core integrations: Applied Epic, Vertafore AMS360, Microsoft 365, Outlook, Excel, DocuSign, Slack, Teams, Sagitta, HawkSoft. Market integrations: IVANS, Tarmika, Semsee, Bold Penguin, Verisk, LexisNexis, Box, SharePoint, ePayPolicy, Stripe.

Note: Tool names and marks belong to their respective owners. No endorsement or partnership implied. Integration availability depends on existing systems, licences, API access, vendor approval, security configuration and implementation scope.

Compliance

Held to the standards your regulators are.

A brokerage’s operating system sits inside a regulatory perimeter, not beside it. Kevorynt AI is built around the licensing, data-security and standards frameworks that already govern producers, carriers and MGAs on a commercial P&C book.

  • NAIC Model #668

    NAIC Insurance Data Security Model Law

    Model law adopted by U.S. state insurance departments that requires licensees to maintain a written information security program and report cybersecurity events; the Compliance module tracks program controls, third-party risk, and event notifications.

  • ACORD

    ACORD Data Standards for Insurance

    Industry data standards (ACORD 125, 126, 130, AL3, XML) used to exchange submissions, policies, and claims between brokers, carriers, and MGAs; Intake and Placement ingest and emit ACORD-conformant data.

  • GLBA

    Gramm-Leach-Bliley Act (Safeguards + Privacy Rules)

    U.S. federal law requiring financial institutions, including insurance producers, to protect nonpublic personal information and issue privacy notices; Servicing and Compliance enforce access controls, encryption, and NPI audit logging.

  • 23 NYCRR 500

    New York DFS Cybersecurity Regulation for Financial Services

    NYDFS rule requiring covered insurance entities to run a written cybersecurity program, MFA, and 72-hour incident reporting; the Compliance module produces the annual certification evidence pack.

  • NAIC PLMA

    NAIC Producer Licensing Model Act

    Uniform framework for resident and non-resident producer licensing, appointments, and continuing education across U.S. states; Binding validates producer license status and carrier appointments before a policy is bound.

Note: Listed for orientation only — supporting a standard in the product is not a substitute for your own counsel or compliance officer.

KEVORYNT.AI SHIPS

Extraction agents, in production, reading real commercial insurance documents.

Structured records from submissions, ACORD forms, SOVs and loss runs — live in your AMS, CRM, rating and carrier targets through documented API integrations, with each agent mapped to the modules your team already runs.

Document extraction and ACORD parsing agents
Carrier quote comparison and policy audit agents
BOTH CATALOGUED IN PLAYBOOK 2.07
SISTER PLATFORM — NESTACK AGENT CAREP 07 · 23 PLAYBOOKS

YOUR INSURANCE AI AGENTS, RUN LIKE PRODUCTION SYSTEMS.

Telemetry, evaluations, guardrails, human review and incident response — pinned to the Insurance & Financial Services playbook so extraction and routing agents stay reliable from intake through binding.

38
FAILURE MODES CATALOGUED
38
EVALUATION SETS
1,950+
BASELINE EVAL CASES
24/7
AGENT MONITORING
INSURANCE AGENTS ARE CATALOGUED IN PLAYBOOK 2.07 OF 23.

Note: Tool names and marks belong to their respective owners. No endorsement or partnership implied.

Add-ons

Add the hardware your desk needs.

The brokerage desk still lives on physical signatures and the producer sign-in. The Kevorynt AI kit is our own companion hardware — it enrols against your workspace and streams straight into the module it belongs to, with nothing to configure.

  • Broker Access Security Key

    Broker Access Security Key

    USB-C / NFC FIDO2 hardware key that enforces phishing-resistant MFA for producers signing in; each tap streams an authenticated event into your Compliance module's access log for NYDFS 500 and NAIC #668 evidence.

  • Policy e-Signature Pad

    Policy e-Signature Pad

    Compact USB signature-capture tablet for in-office binder and application signing; each captured signature and audit trail streams into your Binding module and attaches to the policy file automatically.

Note: Hardware, installation, and integration are not included in the standard subscription. Additional charges apply based on the hardware selected, integration modules required, and implementation scope.

Pricing

One brokerage. One number.

Starting at
$200/mo

One flat monthly figure for the whole platform. Talk to us about seats, carrier connectors and onboarding for your desk.

Know more

Hardware, installation, and integration are not included in the standard subscription. Additional charges apply based on the hardware selected, integration modules required, and implementation scope.

  • Every module on the platform, with no tiers
  • Intake, placement, comparison and binding
  • Servicing, endorsements and certificate delivery
  • Claims coordination and renewal preparation
  • Producer licensing and compliance evidence
  • Book-wide analytics on premium, retention and hit ratio

Note: Hardware, installation, and integration are not included in the standard subscription. Additional charges apply based on the hardware selected, integration modules required, and implementation scope.

Onboarding

What your onboarding fee covers

A one-time setup that gets your brokerage fully live on Kevorynt AI before the first subscription cycle — we import your live book, connect the AMS, carrier portals and email your account handlers already run through, and configure the intake, placement, comparison, binding, servicing and renewal modules to your house workflow. Each fee below is a starting point: the final onboarding is scoped once we understand your environment, security needs, integrations, data volume, compliance requirements and deployment model.

  • Essential

    $1,000+one-time
    • Kickoff call and onboarding plan scoped to your lines, states and appetite
    • Workspace provisioning with producer, CSR and management seats, roles and permissions
    • Import of your active submissions and in-force policies
    • Placement pipeline configured for the coverages, carriers and MGAs you write
    • Email and calendar connected for incoming submissions and carrier replies
    • ACORD application, submission and binder templates set to your house format
    • Live-readiness check before your first subscription cycle
    • Onboarding handbook and self-serve help for the desk
  • Plus

    Most brokerages
    $2,500+one-time

    Everything in Essential, plus:

    • Guided migration of historical policies and claims, with validation
    • Two integrations — AMS, carrier portal or MGA feed — connected and field-mapped
    • Certificate and endorsement templates configured for your top holders
    • Custom diligence risk areas, confidence scoring and reviewer routing
    • Live training session for producers and CSRs, with a recording
    • Dedicated onboarding specialist for the rollout
  • Enterprise

    $5,000+one-time

    Everything in Plus, plus:

    • Tailored implementation across multiple offices, programs or wholesale operations
    • Bespoke integrations and SSO across your AMS, carrier portals and MGA rating tools
    • Bulk migration of policy history and claims, with cleansing and reconciliation
    • Role-based training tracks for placement, servicing and claims teams
    • Reporting workflows aligned to your carrier scorecard and audit calendar
    • Named onboarding manager with a defined go-live date
Where it runs

Two ways to deploy — same platform, same subscription

Run Kevorynt AI wherever your submissions, policy files and client NPI are allowed to live. The subscription price is identical either way.

Cloud (SaaS)

Runs in Nestack’s managed cloud — nothing to provision. The fastest way to get your desk live and working submissions.

Private / self-hosted

The same platform deployed inside your own infrastructure — your cloud, VPC or on-prem — for brokerages with strict NPI, NYDFS or carrier-mandated controls. Client and policy data never leave your environment, and the subscription price stays the same.

The subscription is identical on either model; only the onboarding scope differs by your security and deployment requirements.

FAQs

Frequently asked questions

Clear answers on where the account data comes from, how much of it you have to take on trust, and what the platform does between a submission arriving and the next renewal.

Talk to us
What is included in the subscription?

The subscription gives your brokerage access to the complete Kevorynt AI platform — from intake and placement through comparison, binding, servicing, claims, renewals, and compliance. You are buying one connected operating workflow rather than separate tools for each stage of the account lifecycle.

How is pricing structured?

Pricing is structured as a predictable monthly subscription for the platform. We scope the subscription around your brokerage and operating requirements before you commit, so you know what is included and what the ongoing cost will be without discovering essential workflow features behind separate module upgrades.

How quickly can our team get started?

We start with the workflows your team already runs — submissions, ACORD forms, loss runs, SOVs, carrier quotes, policies, endorsements, claims, and renewals. Implementation focuses on configuring those existing processes inside the platform rather than forcing producers and account teams to learn an entirely new insurance operating model.

Will it work with our existing systems?

Kevorynt AI is designed to work alongside the systems and documents already used by a commercial P&C brokerage. During implementation, we review your AMS, rating and placement tools, document sources, and existing workflows to determine what should connect, what should remain in place, and where manual re-entry can be removed.

What value should we expect from the platform?

The goal is to remove the repetitive work that slows down producers, account managers, placement teams, and servicing staff: re-keying submission data, chasing missing information, comparing inconsistent quotes, checking issued policies against bound terms, routing service requests, and rebuilding renewal files. Your team keeps control of the account while the platform handles more of the preparation, checking, and follow-up.

How do you reduce the risk of AI making a wrong decision?

The AI is designed to support brokerage decisions, not silently make them. Extracted fields carry confidence scores, comparisons remain tied to their source documents, exceptions are surfaced for review, and important workflow actions stay visible to the user. Your team can verify the evidence before relying on an AI-generated result.

What support do we receive after we subscribe?

Support continues beyond implementation. We help your team configure workflows, resolve platform issues, and adapt the system as your brokerage's operating needs change. The objective is not simply to deliver software, but to make sure the platform becomes usable in the day-to-day work of your producers, account managers, placement teams, and servicing staff.

Can we evaluate it before committing?

Yes. Book a walk-through and we can demonstrate Kevorynt AI against the workflows that matter to your brokerage. Rather than showing disconnected AI features, the session can follow a commercial account from intake and placement through binding, servicing, claims, and renewal so your team can evaluate where the platform would actually fit.