The AI risk most insurance agents miss
Your client opens the quote you sent. Before they read a word, their PDF reader offers to explain it for them.
Show me my agency's view →One click and you're out of the conversation
| Emailed PDF | PolicyOS | |
|---|---|---|
| Who explains the coverage | ✕The reader's AI | ✓Jefferson, your assistant, built on the actual policy forms |
| Where questions go | ✕A chat box you can't see | ✓Straight to your producer |
| Whose brand they see | ✕Adobe's or DocuSign's | ✓Yours, on every screen |
| Outstanding items | ✕Numbered lines on page 5 | ✓Live tasks the client checks off |
| Sign, pay, bind | ✕Three tools, three emails | ✓One place, with a record of what they saw |
Here's that same cyber quote, delivered by Lakeview Insurance through PolicyOS. Your client compares the options, asks about any line, and hears your take on it, not a stranger's.
Lloyd's of London, A+ rated · Oct 1, 2026 – Oct 1, 2027
Between your options I'd lean $2M. For a firm handling client trust accounts, it covers a funds-transfer fraud claim and breach notice for every client on file.
Next best is the $1M limit at $4,120. It saves $1,165, but one wire-fraud claim can run past $1M on its own.
◆ Source: Cyber_Quotes.pdfEasy call: the $2M. I've seen two firms your size hit by fake wire instructions this year. $5,285 is a lot cheaper than one of those.
Jefferson · Lakeview's assistant
Dana · Lakeview
Your agency, with an example client and quote. We'll load one of your real quotes next.
Tell us your agency and you'll see your client's view of a quote right here, branded with your name. Then we'll load one of your live quotes.