Insurance & Risk Management
Stop Searching.
Start Advising.
Your account managers are drowning in tabs — email, carrier portals, agency management systems, shared drives. RetrieveIT gives them one search across everything.
Sound Familiar?
Every brokerage deals with these problems. Most just accept them as "how it is."
Client correspondence is everywhere
Emails in Gmail. Policies in Drive. Quotes in carrier portals. Certificates in the agency management system. When a client calls, you're opening 6 tabs.
Renewal prep is a scavenger hunt
Last year's submissions. Loss runs. The email where you discussed adding cyber. The spreadsheet comparing carrier quotes. It's in there somewhere — but where?
E&O exposure keeps you up at night
"What exactly did we tell the client about that exclusion?" If you can't find the email, you can't prove you disclosed it. Every gap in documentation is liability.
New hires inherit chaos
When an account manager leaves, their replacement inherits a book of business with zero context. Tribal knowledge walks out the door.
One Search. Complete Client Context.
RetrieveIT connects to the tools you already use and lets you search across all of them at once.
How It Works
- 1
Connect your tools
One-click OAuth for Gmail, Drive, Confluence, Jira. No IT tickets needed.
- 2
We index your knowledge
Semantic search understands context, not just keywords. "Liability claim" finds "GL incident" too.
- 3
Ask questions in plain English
Get AI-synthesized answers with citations linking back to the original source.
Real Scenarios. Real Answers.
See how different roles use RetrieveIT to get answers in seconds instead of hours.
Broker needs underwriting rationale from renewal 6 months ago
"What was the underwriting rationale for Martinez Manufacturing's GL limits?"Surfaces the carrier's submission response, your internal notes on loss history, the email thread with the underwriter, and the final bind confirmation — across Gmail, Drive, and Confluence.
→ Generate renewal proposal with cited underwriting history
Researching similar loss scenarios for current case
"Show me prior property claims involving water damage for manufacturing clients"Finds claim summaries, adjuster notes, resolution emails, and lessons-learned docs across your entire book — context that would take days to compile manually.
→ Generate loss report with historical claim patterns
Regulator requests all communications about cyber coverage exclusions
"Find all communications where we discussed cyber exclusions with clients in 2025"Returns every proposal email, signed acknowledgment, and follow-up clarification — with timestamps and source links. What used to take 2 weeks of manual review now takes 2 hours.
→ Generate audit response document with timestamped citations
Connects to Your Stack
The tools insurance teams actually use, not just the ones that look good on a features page.
Gmail
LiveClient correspondence, carrier communications, claim notices
Google Drive
LivePolicies, certificates, proposals, loss runs
Confluence
LiveSOPs, coverage guidelines, training materials
Jira
LiveService requests, renewal tracking, task management
SharePoint
LiveEnterprise document management, carrier portals
DocuSign
LiveSigned applications, policy acknowledgments
Built for Regulated Industries
Insurance has compliance requirements that consumer AI tools ignore. RetrieveIT is designed with E&O defense, audit trails, and data governance from day one.
- Role-based access controls match your existing permissions
- Every answer cites sources with timestamps for audit trails
- Data encrypted in transit and at rest (AES-256)
- No training on your data — your knowledge stays private
- SOC 2 Type II compliance (in progress)
When the auditor asks:
"Can you prove you disclosed that exclusion?"
You can. In 10 seconds.
Give Your Team Hours Back Every Week
Connect your first integration in under 5 minutes. See results immediately.