Insurance work, simplified
Casey helps insurance brokers move faster and deliver more for their clients. Focus on impactful work, not repetitive admin.
What would you like to work on?
Smarter tools, Better outcomes
The AI tool built to make your workflow faster
Fill any insurance form, even carrier portals
Upload client data once, and Casey fills out any form for you. PDFs, supplementals, carrier portals and more. No more copy-pasting. No switching systems. You can configure when you want to review actions, or just let our agent handle things.
Turn client documents into structured data
Simply drag in PDFs, CSVs, or emails. Casey extracts and organises the information so it can be reliably used for any of your daily work with the agent.
Compare documents, discover discrepancies
Casey assists with finding coverage gaps, so you can advise with confidence.
Focus on your business, not paperwork
Free your team from admin, focus on clients
Request loss runs
Request loss runs through our agent, and keep everything organised in one place. Our agent can also extract data from any loss run so you can use it for your daily work.
Instruct Casey, from your inbox
Forward emails to Casey and let it handle any task. No need to open the app or switch tools. Work directly from your inbox.
Collect missing data
Send a simple link to clients to collect missing information. Responses flow straight back into the platform.
Request loss runs
Request loss runs through our agent, and keep everything organised in one place. Our agent can also extract data from any loss run so you can use it for your daily work.
Instruct Casey, from your inbox
Forward emails to Casey and let it handle any task. No need to open the app or switch tools. Work directly from your inbox.
Collect missing data
Send a simple link to clients to collect missing information. Responses flow straight back into the platform.
Request loss runs
Request loss runs through our agent, and keep everything organised in one place. Our agent can also extract data from any loss run so you can use it for your daily work.
Instruct Casey, from your inbox
Forward emails to Casey and let it handle any task. No need to open the app or switch tools. Work directly from your inbox.
Collect missing data
Send a simple link to clients to collect missing information. Responses flow straight back into the platform.