Prepare quotes, policies and claim files. Let your team focus on risk and clients.
Person, department and company level access.
SOC 2 compliant, with your data stored encrypted.
Before finalizing, it sends work to a human for approval.
With your existing software, it works as one integrated flow.
No quote, claim or rider is missed. Information flows into one place, work reaches the right person and your records stay put.
Combine client forms and loss history. See what is missing and build a presentation-ready file.
Quote File Hartwell Trading
Combine the notice, policy and documents. See gaps and conflicts, and hand the summary to the adjuster.
File summary
Notice, policy and appraisal files were merged. The sequence of events and statements are in order.
Missing: repair invoice. Conflict: there is a 40-minute gap between the time in the notice and the time in the report.
Prepare answers to client and agency questions that cite the policy.
Does a deductible apply to glass breakage on auto comprehensive?
Standard comprehensive policies cover glass breakage with no deductible1.
On policies issued after 2024, glass replacement is limited to twice per year; this is stated separately in the coverage schedule2.
Compare quotes by coverage and cut down your decision process.
See the policies renewing in the next 30 days and act quickly.
Match premium and commission records. Turn differences into explanation requests.
Davy prepares, your team decides. Risk acceptance, pricing, claim and payment decisions stay with you.
| Criterion | Davy | Other Solutions |
|---|---|---|
| Data Location | Davy Encrypted storage in the U.S. | Other Solutions Processed in regions you do not control |
| Model Choice | All leading models in a single plan | Single provider |
| Model Training | Your data is not used for model training | Depends on provider terms |
| Access | Person, department and company level permissions | Per-individual permissions |
Person, department and company level access. Team and role determine who can reach documents.
Auditable logs. A record of who produced what, from which source, can be kept for audit.
Encrypted storage in the U.S. Data is stored encrypted in the U.S. and never used for model training.
Your policy administration, claims, CRM and accounting software remains the central system of record. Davy supports the quote, policy, claim file and tracking work around that software. Connections are set up together as needed.
Let's map your routine, time-consuming workflows and then start right away with quick wins.
Let's define the time spent, manual steps, back-and-forth over missing information and corrections.
We set up your first workflows and test them thoroughly against your past files.
Let's review the results together and carry the approach that works over to your other workflows.
No. Your policy, client and claims systems remain the central source of record. Davy speeds up the document preparation, comparison and tracking work around those systems.
Quote comparison, renewal preparation and claim file assembly arrive ready as drafts. The specialist spends time on the client and the decision.
Policy terms and claim history show up in the same place. Knowledge sharing and handoffs get easier.
The load is spread more evenly in renewal and quoting seasons. Replies to clients can get faster.
Let's start with quote comparison or renewal prep in one line of business. We measure the gains, then move to the next workflow.
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