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Learn AI
You keep hearing about AI. Your competitors are using it. You're not sure where to start.
This page is for you.
What AI Actually Does (No Hype)
AI doesn't replace underwriters. It handles the repetitive stuff so you can focus on judgment calls.
What AI is good at:
- Reading messy documents (PDFs, scanned forms, emails)
- Matching risks to carriers based on appetite
- Drafting submission packages
- Answering questions about your own data
What AI is NOT good at:
- Making final underwriting decisions
- Replacing relationships with MGAs
- Guaranteeing accuracy without human review
The sweet spot: AI does the grunt work. You make the calls.
Is It Safe?
This is the question everyone asks. Here's the honest answer:
Data Security
Opensure is designed so your data stays in YOUR stack:
- Client data lives in your Supabase database
- Credentials never leave your machine
- Opensure orchestrates—it doesn't store
Compliance
- SOC 2 compliant infrastructure
- Auditable workflows
- You control what AI can access
The Reality
AI tools vary wildly in security. Some send everything to the cloud. Opensure doesn't. Your IT team can verify this—the code is open source.
Start Small
Don't overhaul your entire operation. Pick one thing:
Option 1: Market Research
Use Marketfinder to find carriers for tough risks. Takes 5 minutes to set up.
Option 2: Document Processing
Let AI read submission documents and extract key data. Saves hours per week.
Option 3: Just Explore
Poke around. Ask questions. See what clicks.
Common Fears (Addressed)
"My team won't learn another tool."
Marketfinder is a Chrome extension. If they can use Google, they can use this.
"What if AI makes a mistake?"
It will. That's why Opensure keeps humans in the loop. AI drafts, you approve.
"IT will never sign off."
Show them the architecture. Data stays local. Code is open source. That usually does it.
"I don't have time to figure this out."
Start with one agent, one use case. 30 minutes. See if it helps.
Real Examples
Finding Markets for a Tough Risk
Before: Call 15 MGAs, wait for callbacks, get 3 declines and 2 maybes.
After: Paste business into Marketfinder. Get ranked list of carriers with appetite. Submit to top 5 in one afternoon.
Processing Renewal Applications
Before: Manually re-key data from PDFs into your system. Error-prone, slow.
After: AI reads the PDF, extracts fields, pre-fills your forms. You review and submit.
Answering "What's our book look like?"
Before: Export spreadsheets, pivot tables, 2 hours of analysis.
After: Ask Claude: "Show me our GL policies expiring next quarter, sorted by premium." Get answer in seconds.
Next Steps
- Try Marketfinder — 5-minute install
- Join the community — Discord
- Read the architecture — How Opensure Works
You don't have to become an AI expert. You just have to start.