BrokerTech Ventures

LightDoc is a cutting-edge tool designed to streamline the process of comparing and verifying complex insurance documents. particularly for commercial insurance agencies.

Further AI is a technology company that specializes in AI-driven workflow automation. Its platform assigns tasks such as quote generation, policy checking, and renewal processing to AI teammates, enabling businesses to enhance efficiency and minimize errors.

SquareRisk is an insurance agency that focuses on providing property, cyber, auto, and general liability coverage. It has developed an integrated platform for retail brokers, enabling them to efficiently discover, quote, and bind specialty insurance products, including flood, liability, cyber, and professional insurance.

Stitch Studio specializes in modernizing insurance operations by employing advanced AI technology. Their platform automates and streamlines core insurance processes like claims, underwriting, and customer service, enabling teams to focus on high-value tasks and enhancing overall operational efficiency and accuracy.

Fulcrum is an AI-powered platform designed to help insurance account managers handle larger books of business more efficiently. Fulcrum focuses on automating manual and repetitive tasks, enabling insurance brokerages.

RiskAdvisor is a technology company founded in 2021 and based in Lexington, South Carolina. It specializes in providing software solutions for insurance agents, facilitating the management of client risk assessments and data distribution. The company's platform automates the collection of extensive customer data and streamlines the quoting and renewal processes. By integrating pre-loaded, industry-specific risk content with an intuitive risk profiling workflow, RiskAdvisor enables insurance agents to effectively evaluate business risk exposures and document the status of risk controls. This approach helps agents better advise their clients on true risk, enhancing the overall efficiency of their operations.

Adaptional specializes in streamlining insurance brokerages' back-office operations. It offers an AI-driven platform that automates manual data and operational processes, eliminating the need for custom engineering. The platform integrates with existing tools to verify clients' policies, facilitating efficient submissions, enrollments, and data reporting.

When is an AI-driven off-boarding platform for employees. It's a personalized health insurance marketplace that simplifies the process of finding health insurance during a job transition. When is a B2B solution that partners with employers to provide a better off-boarding experience for employees while reducing the risk of high claims by making it easy for exiting employees to find alternatives to COBRA.

Eventual Treasury is a tech company specializing in revenue operations for insurance agents and brokers. Its platform automates processes like carrier statement processing, revenue reconciliation, and financial forecasting, providing real-time updates to agency management systems and ERP general ledgers. It helps identify and track missing receivables, enabling users to streamline operations, recover revenue efficiently, and boost business growth.

Qumis is a technology company specializing in assistive AI for the insurance industry. It offers a platform that swiftly analyzes insurance policies, extracting crucial information for claims processing, brokering, and compliance. Developed by insurance attorneys, Qumis' platform delivers high-quality, legal-grade analysis, enabling real-time policy discussions and institutional knowledge sharing. It significantly reduces the time and effort required for such tasks, enhancing precision and efficiency.

Feathery is a technology company that provides a low-code platform focused on creating customizable forms and user journeys, particularly for industries such as insurance, financial services, and healthcare. The platform streamlines end-to-end data intake workflows, enabling product teams to efficiently build and deploy forms while ensuring compatibility with popular search engines and JavaScript frameworks. By offering features like automatic deployment and SEO indexing, Feathery empowers businesses to enhance their data collection processes, granting users greater ownership, speed, and control over their workflows.

Gabriel is focused on enhancing safety and security through the development of an advanced network of devices designed to respond to threats such as active shooter situations. In light of increasing safety concerns globally, the company has engineered an innovative alert and crisis management system that is both user-friendly and cost-effective. Targeting schools and public buildings, Gabriel's system integrates smart sensors and software to deliver instant alerts and essential communication tools, aimed at improving preparedness and response during emergencies. This approach offers a more affordable solution compared to traditional safety measures, making it accessible to a wider range of institutions.

Qumis is a technology company specializing in assistive AI for the insurance industry. It offers a platform that swiftly analyzes insurance policies, extracting crucial information for claims processing, brokering, and compliance. Developed by insurance attorneys, Qumis' platform delivers high-quality, legal-grade analysis, enabling real-time policy discussions and institutional knowledge sharing. It significantly reduces the time and effort required for such tasks, enhancing precision and efficiency.

Operator of a SaaS-based healthcare price transparency platform intended to aggregate and contextualize price transparency, insurance, and demographic data. The company's platform offers health plans a simple way to comply with the CMS (Centers for Medicare and Medicaid Services) price transparency legislation while digitizing how patients shop, book, and pay for healthcare, enabling users to realize average cost savings to guide every healthcare purchasing decision.

Sertis is a modern Managing General Agency (MGA) that specializes in providing property and casualty insurance for multifamily operators across 16 states. The company offers a range of coverage options, including property insurance, general liability, equipment breakdown insurance, and burglary insurance. Sertis aims to deliver comprehensive insurance products tailored to the needs of owner-managed and professionally managed multifamily properties, ensuring clients receive effective and affordable coverage solutions. Through its focus on customer service and product accessibility, Sertis enhances the experience of multifamily operators in the insurance market.

Irys Insurtech is a developer of insurance management software that aims to transform the interactions between agents, brokers, and managing general agents (MGAs) and their clients. Its modular management system integrates advanced technology to enhance human connections in the insurance sector. The software features an open and public API, workflow automation, direct carrier integrations, and a robust AI engine. This human-centric and relationship-focused platform enables agencies and brokerages to manage their operations more effectively, fostering new relationships with customers and improving retention rates. Through its innovative approach, Irys is fundamentally changing how insurance professionals engage with their clients.

1Fort is an innovative company that leverages artificial intelligence to streamline the acquisition of business insurance through brokers. It has developed a preventive insurance platform that not only simplifies the process of obtaining top-tier coverage but also helps businesses save on premiums and reduce claims. By integrating various insurance offerings from multiple carriers with AI-driven risk mitigation services, 1Fort operates a three-sided marketplace that connects insurers, brokers, and businesses. This platform enables companies to efficiently manage their insurance needs while benefiting from proactive and automated risk management solutions, ultimately enhancing the overall insurance experience.

TrustLayer is an insurtech solutions company that specializes in automating the verification of insurance and compliance documents through the use of machine learning and artificial intelligence. By leveraging robotic process automation tools, TrustLayer aims to eliminate error-prone manual processes, streamline workflows, and enhance insurance compliance for its clients. The company's platform enables real-time tracking and verification of insurance certificates and other essential business documents, making it particularly valuable for organizations in industries such as construction and property management. TrustLayer's technology facilitates increased vendor compliance and supports multiple use cases, significantly reducing organizational risk and operational friction between businesses.

Highwing, Inc. is an insurance technology company that specializes in developing an open data platform tailored for the commercial insurance industry. Founded in 2018 and based in Denver, Colorado, Highwing’s platform facilitates direct connectivity between brokers and carriers, enabling them to access and leverage insurance data analytics throughout the customer lifecycle. This innovative platform automates workflows and provides tools to enhance decision-making regarding customers, products, pricing, and risk management. By streamlining processes, Highwing aims to help brokers and carriers increase sales, improve operational efficiency, and enhance the overall customer experience without the need for additional personnel. The company, previously known as IMAgine Analytics, LLC, rebranded to Highwing, Inc. in October 2020.