Partners Cara

API Partner
Voice AI Support Inbound Call Handling Coverage Summarization Application Intake Automation COI Generation

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Cara is an AI servicing solution (AI CSR) that enables agencies and brokerages to automate their servicing processes and boost sales with a 24/7 digital workforce.

What makes us unique?

Cara is an AI servicing system specifically designed for insurance agencies—a modular solution that enables top insurance agencies and brokerages to boost sales and automate services with a 24/7 digital workforce.

Features and Workflow

Meet Cara – an AI CSR designed to foster growth for agencies and brokerages. Cara serves as your AI collaborator for servicing, comparing coverages, cross-filling ACORD forms, intelligently triaging phone calls and emails, managing customer requests, and leveraging account-specific knowledge to generate certificates of insurance and resolve issues.

  • Cara can reference client information (accounts, contacts, and policies) in HawkSoft via phone or email.
  • Cara can search, summarize, and analyze specific client information in HawkSoft.
  • Compare multiple quotes and summarize coverages for the quote presentation.
  • Receive inbound calls, qualify leads, and assist customers 24/7 using Voice AI.
  • Delegate COI generation to an email-based AI assistant.
  • Two-way API integration with HawkSoft.
  • Cara can create notes and upload documents to HawkSoft.
  • Cara can create tasks and automatically push call transcripts to HawkSoft as calls are handled.

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Data Ownership Policy

HawkSoft was provided the following statement by Cara:

According to our Privacy Policy and our Terms and Conditions, Cara will retain Your Personal Data only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use Your Personal Data to the extent necessary to comply with our legal obligations (for example, if we are required to retain your data to comply with applicable laws), resolve disputes, and enforce our legal agreements and policies.

The Company will take all steps reasonably necessary to ensure that Your data is treated securely and in accordance with this Privacy Policy and no transfer of Your Personal Data will take place to an organization or a country unless there are adequate controls in place including the security of Your data and other personal information.

HawkSoft has reviewed the resource(s) provided above by Cara. HawkSoft finds that Cara supports our general position that an independent insurance agency owns the data they produce.

This should not be interpreted as legal advice provided by HawkSoft. HawkSoft recommends that you carefully review the provided resource(s) from Cara to make your own informed decisions for your business.