Cara
Meet Cara – an AI CSR designed to drive growth for agencies and brokerages.
IIAM members receive a discount for 20% off their Cara subscription.
Cara is your AI collaborator for servicing, capable of intelligently triaging phone calls and emails, handling customer requests, and drawing from account-specific knowledge to generate certificates of insurance, answer questions, and resolve issues.
Cara provides a new integrated operating system for agencies to improve efficiency and reduce administrative tasks. It seamlessly integrates with your existing AMS/CRM or operates as a standalone management system to collaborate with customers, teammates, or carriers.
Modular features to supercharge your agency:
- Pair your agents with a 24/7 AI CSR to handle service tasks so they can focus on sales
- A cloud-based unified panel for policy & COI management, customer communication, and ACORD & workflow automation
- White-label deployment for your customers and agency
- Seamless integration with your emails, phones, or existing tools
IIAM members receive a discount for 20% off their Cara subscription.
current members:
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Review the following steps to create, update, and maintain an account with The Institutes Agent & Broker Group.
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