What is Cara?
Running an insurance agency means juggling countless tasks – from handling customer inquiries to managing policies and generating certificates. It’s time-consuming and often leaves little room for growth. That’s where Cara comes in. Cara is an AI Customer Service Representative (CSR) designed to automate routine tasks, triage calls and emails, and manage accounts efficiently. By taking care of the day-to-day servicing, Cara frees up your time so you can focus on what truly matters: growing your business.
✨ Key Features
📞 Triage Inbound Calls
Cara screens and handles incoming calls, resolving issues before they reach your agents.
Benefit:Reduces call volume and allows your team to focus on complex cases.
📄 Policy Understanding
Cara explains policy coverages and exclusions to clients in clear, simple terms.
Benefit:Enhances client understanding and reduces follow-up questions.
📅 Manage Your Schedule
Cara reads your calendar and emails to intelligently schedule client meetings.
Benefit:Keeps your day organized and ensures no meeting is overlooked.
📝 Fill Out ACORD Forms
Cara assists in completing ACORD forms and carrier supplementals with accuracy.
Benefit:Saves time and minimizes errors in form submissions.
🛠️ Handle Service Requests
Cara creates and resolves service tickets independently.
Benefit:Streamlines customer issue resolution and improves efficiency.
📊 Create Risk Proposals
Cara assesses risk and generates tailored proposals for your clients.
Benefit:Speeds up the proposal process and enhances client satisfaction.
💡 Self-Serve Portal
Clients can access policy documents, explore coverage, and generate certificates independently.
Benefit:Empowers clients to find answers on their own, reducing your workload.
🚀 Use Cases
Boosting Efficiency for Small Agencies
A small agency struggling with high call volumes used Cara to triage calls and handle basic inquiries. This reduced their agents’ workload by 35%, allowing them to focus on closing deals and growing their book.Improving Client Satisfaction
An MGA implemented Cara’s self-serve portal, enabling clients to generate certificates of insurance instantly. This reduced wait times and increased client satisfaction scores by 20%.Streamlining Policy Management
A brokerage integrated Cara to automate ACORD form submissions and policy document management. This cut processing time by 50%, enabling faster turnaround for clients.
Conclusion
Cara is more than just an AI tool – it’s your agency’s growth partner. By automating customer service workflows, managing accounts, and providing self-service options, Cara saves you over 10 hours per week while enhancing client satisfaction. Ready to see how Cara can transform your agency?
FAQ
Q: How does Cara handle complex customer inquiries?
A: Cara triages calls and emails, handling straightforward tasks independently. For complex issues, it routes them to your team with all relevant details, ensuring smooth resolution.
Q: Can Cara integrate with our existing tools?
A: Absolutely. Cara works seamlessly with tools like Salesforce, Quickbooks, EZLynx, Google Workspace, and more.
Q: Is Cara available 24/7?
A: Yes, Cara is always on, providing round-the-clock support for your clients.
Q: How quickly can we start using Cara?
A: Implementation is straightforward, and our team will guide you through the setup process to get you up and running in no time.
Transform your agency’s efficiency and client experience with Cara. Book a demo today and see the difference for yourself.
More information on Cara
Launched
2024-12
Pricing Model
Contact for Pricing
Starting Price
Global Rank
7404618
Follow
Month Visit
<5k
Tech used
HTTP/3,OpenGraph,HSTS,Caddy
Top 5 Countries
100%
United States
Traffic Sources
9.42%
1.46%
0.08%
4.98%
9.42%
74.64%
social
paidReferrals
mail
referrals
search
direct
Source: Similarweb (Sep 25, 2025)
Cara was manually vetted by our editorial team and was first featured on 2025-02-06.
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