POST /clm/seed to create the admin account.key | Label (e.g. onboarding | Onboarding).key | Label | type (type: text, number or date).stage_key | step text. The โจ AI Check verifies steps against the documents.Submitting an appeal will move this case back to Under Review and notify the manager team. Please explain the new evidence or grounds for appeal.
Everything you need to manage insurance brokerage clients, process documents with AI, and query your data โ all on-premise.
Navigate to the platform URL and enter your email and password. Your account is created by an administrator โ contact them if you need access or a password reset.
The platform has three roles. Each role controls what you see and can do after login.
The left sidebar shows your client list with search and filter. Click any client to open their detail panel on the right. The top bar provides quick access to deadlines, reports, and settings.
Click + New Client in the sidebar. Fill in the client name, type (Individual or Corporate), assigned broker, and any initial notes. The client is created in Prospect status.
Click a client in the sidebar to open their detail panel. The header shows the client's current status, assigned broker, and quick-action buttons. The Overview tab displays contact info, policy details, and recent activity.
Use the Notes tab to add freeform notes about meetings, calls, or decisions. Each note is timestamped and attributed to the author. Notes are visible to all users who have access to the client.
The Deadlines tab lets you add important dates โ renewal due, payment due, policy expiry. The AI also extracts deadlines automatically from uploaded documents. Overdue items appear highlighted in red on the manager dashboard.
Open a client, go to the Documents tab, and click Upload Document. You can upload PDFs, Word documents (.docx), and plain text files. Bulk upload is supported โ select multiple files at once.
The ingestion pipeline runs fully on-premise using your local AI engine. It extracts text, identifies structure, and produces 6 types of intelligence from each document:
Each document card shows its processing status. Click a document to expand its extraction tabs โ each tab loads on-demand the first time you click it.
The Summary tab shows an AI-generated plain-English summary of the document. It is produced the moment you first click the tab if it hasn't been run yet. Use it to quickly understand a document without reading the full text.
Key Facts displays a structured list of data points the AI identified as significant โ policy numbers, coverage types, limits, effective dates, exclusions, and more. Each fact is shown as a labelโvalue pair and can be edited or supplemented manually.
The Dates tab extracts every meaningful date from the document along with a descriptive label โ Policy Effective Date, Renewal Due, Premium Payment Due, Coverage Expiry, etc. Dates marked as deadlines are surfaced in the Deadlines tracker automatically.
Parties shows every named entity involved in the document โ insurer, insured, beneficiary, agent, counterparty โ along with their role. Useful for quickly identifying who is party to a policy without reading through dense legal language.
Financials extracts all monetary values: premiums, deductibles, coverage limits, co-pay amounts, and any other financial figures. Each value is shown with its currency and the context sentence from the document so you can verify the source.
For documents that contain tabular data (transaction lists, schedules, claim registers), the Data Table tab extracts and displays the table as a paginated, sortable grid. You can browse, sort, and filter the extracted data directly in the UI.
Once the table is extracted, click Import to BOS to push the rows into a Business Operating System (BOS) entity. Select an existing entity or create a new one. The system maps columns automatically using field name matching.
Use the Ask AI field at the bottom of the Data Table tab to query the extracted data in natural language. Type any question โ the AI converts it to SQL, executes it, and shows you the result alongside the generated SQL for full transparency.
If a client has data imported into multiple BOS entities, the AI automatically uses a cross-entity SQL JOIN to answer questions that span more than one table. The scope is always limited to that client's own entities โ no data from other clients is ever included.
Every client moves through a defined workflow. Click the workflow action bar inside the client detail to advance the status. Each transition requires a mandatory note, and only valid next states are offered based on the current status.
Open the Deadlines tab on a client to add, edit, or remove deadline entries. Deadlines are also extracted automatically from uploaded documents. The system sends reminder emails when a deadline approaches โ the alert schedule is configured by the administrator.
Every action taken on a client โ status changes, document uploads, deletions, note additions, deadline modifications โ is recorded in the Audit Log tab with the timestamp and the user who performed it. Managers can access the audit log from the client detail panel.
Click Generate Report in the client header to produce a comprehensive PDF report. The report includes the client profile, all document summaries, key facts, extracted dates and financials, notes, deadlines, and the status transition history.
An intelligent, private platform for managing insurance brokerage clients โ from document upload to AI extraction, structured data management, and natural language analytics. No cloud. No subscriptions. No data exposure.
Built and published by AI Builder ยท Available at myaidocgen.com
Built for insurance brokerages that cannot send sensitive client data to the cloud. Every feature โ document AI extraction, structured data management, natural language queries, workflow automation, and deadline alerts โ runs entirely on your own servers using a local AI engine. Zero external API calls. Zero per-token costs. Zero data exposure.
A complete, role-based client management system designed for insurance brokerages. Manage the full client lifecycle โ from first contact through renewal โ with AI-powered document intelligence at every step.
Role-Based Access Control
Three roles โ Admin, Manager, Broker โ each with precise access scoping. Brokers see only their assigned clients. Managers oversee the full pipeline. Admins control users and system configuration.
Workflow Status Engine
Clients move through a defined workflow: Prospect โ Active โ In Review โ Renewal โ Closed. Each transition requires a documented reason, triggers notification emails, and is permanently recorded in the audit log.
Deadline Tracking & Email Alerts
Deadlines are extracted automatically from documents and displayed in a unified tracker. The system sends automated reminder emails to brokers and managers when deadlines approach, fully configurable by the administrator.
Client Notes & Audit Log
Add timestamped notes per client for calls, meetings, and decisions. Every action โ status changes, uploads, deletions, note additions โ is permanently logged in a tamper-evident audit trail.
Report Generation
Generate a comprehensive PDF report for any client with a single click. Includes profile, document summaries, key facts, extracted dates and financials, notes, deadlines, and the full status transition history.
Manager & Broker Dashboards
Managers see a full pipeline view with deadline alerts, client status charts, and broker performance. Brokers see their personal pipeline with their own stats, overdue items, and upcoming renewals.
Upload insurance documents โ policies, endorsements, claim reports, schedules โ and the AI extracts structured intelligence from them automatically. All processing runs locally using your local AI engine.
Multi-Format Ingestion
Supports PDF, DOCX, and plain text. Bulk upload multiple documents at once. Each file is processed through a structured extraction pipeline without ever leaving your server.
AI Document Summary
Generates a plain-English summary of the entire document. Long documents are chunked and summarised in segments, then merged into a coherent executive summary.
Key Facts Extraction
Extracts structured labelโvalue pairs from the document: policy numbers, coverage types, limits, exclusions, endorsements, and other critical data points โ ready to review and use without reading the full document.
Date & Deadline Extraction
Identifies every meaningful date with a contextual label โ effective date, expiry, payment due, renewal deadline. Extracted deadlines are automatically surfaced in the client deadline tracker.
Parties Identification
Names every party involved โ insurer, insured, beneficiary, agent, counterparty โ along with their role. Instantly understand the legal parties in any complex policy document.
Financial Data Extraction
Extracts all monetary figures โ premiums, deductibles, coverage limits, co-pay amounts โ with currency and the source sentence for verification. Never miss a financial term buried in policy language.
Documents that contain tabular data โ transaction registers, claim schedules, payment histories โ can be extracted into a structured Business Operating System (BOS) entity and queried in plain English.
Data Table Extraction
Tabular data in documents is extracted into a paginated, sortable data grid. Rows and columns are preserved exactly as they appear in the source document.
BOS Entity Import
Import the extracted table directly into a BOS entity (a structured database table with a typed schema). Select an existing entity or create a new one on the fly. Column mapping is automatic.
Natural Language Queries (NLQ)
Ask any question in plain English. The local AI converts it to SQL, executes it against the BOS entity, and returns results โ with the generated SQL always shown for transparency and verification.
Client-Scoped Cross-Entity Queries
When a client has data in multiple BOS entities, the AI automatically generates SQL JOINs to answer questions that span entities. Data from other clients is never included โ scoping is enforced at the database level.
Transparent SQL
Every query result shows the exact SQL that was executed. Aggregate queries (SUM, COUNT, AVG) display as a metric card. Row-level queries update the data grid in-place. No black-box AI results.
BOS Entity Designer
Define custom entity schemas with typed fields, constraints, relationships, computed fields, and auto-generated sequential IDs. The AI can generate a complete entity schema from a plain-English description or directly from a CSV file.
100% on-premise โ sensitive client data, policy documents, and financial records never leave your servers. Full compliance for insurance, banking, legal, and healthcare sectors.
No cloud costs โ no subscription fees, no per-token AI charges, no usage limits. Runs entirely on your own hardware using a local AI engine.
AI that shows its work โ every extraction, SQL query, and insight is fully transparent. No black-box results. Brokers and managers always know exactly how a result was derived.
Role-aware access โ brokers only see their own clients. Managers see the full pipeline. Admins control everything. Zero risk of cross-client data leakage.
From document to insight in seconds โ upload a policy and within moments the system surfaces the key facts, parties, dates, financials, and a full summary โ no manual reading required.
Ask in plain English โ query your client's transactional data without writing SQL. "Total premiums paid this quarter in USD?" returns an instant, accurate answer with the SQL shown.
Automated deadline management โ the AI extracts deadlines from documents and the system sends email alerts before they're missed. No more manual tracking in spreadsheets.
Complete audit trail โ every action on every client is permanently logged. Tamper-evident audit history for compliance, dispute resolution, and regulatory review.
A complete, private AI platform for insurance brokerages โ intelligent document extraction, structured data management, natural language analytics, automated workflow, and deadline alerts โ without a single client record leaving your organization.
Questions about the platform, licensing, deployment, or custom integrations? Fill in the form below and we'll get back to you.
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