AI INSIGHT

AgentGuru

The AI-powered platform that certifies insurance agents, understands every client's portfolio, and surfaces the right plan at the right moment — securely.

01 Training & Assessment 02 Dashboard & Client Portfolios 03 AI Plan Comparison 04 Policy Tracker & Renewals 05 Secure AI Assistant

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Training & Assessment

A guided certification pathway — modules unlock as agents pass each mastery check.

Dashboard & Client Portfolios

See your whole book at a glance, then drill into any client's portfolio and AI-predicted needs.

AI Plan Comparison

Pick a client and the AI ranks the market side-by-side with match scores and a plain-language recommendation.

Policy Tracker & Renewals

Never miss a renewal — and turn each one into a tailored upselling opportunity.

Secure AI Assistant

Answers grounded in your uploaded policies and client data — private, encrypted, and never shared.