Carrier Doc Retrieval
Cois & Acord
Forms
Proposals & Summaries
Renewal handling
Loss Run analysis
Cross-selling
Re-engagement
Multi-carrier quotingCarrier Doc RetrievalCois & Acord
FormsProposals & SummariesRenewal handlingLoss Run analysisCross-sellingRe-engagementMulti-carrier quotingAI that works like part of your team. Built for the work of insurance.
Your back office just got a lot smarter.
Everything connects, so you can too.
Set up your workflow.
Built around how you work. Connect your email, AMS, and carrier portals. Import your SOPs. Decla runs by your playbook.
Get StartedCreate new or review triggered tasks.
Every request, in one place. Create tasks manually or let incoming emails trigger them automatically. Your queue stays clear. Nothing slips through.
Get StartedAll the legwork, already done.
Context pulled. Actions prepared. Decla searches your AMS, retrieves carrier docs, analyzes changes, and drafts what needs to happen.
Get StartedYou approve, Decla makes it happen.
No actions are taken until you say so. Approve what's ready and Decla executes it for you in a live browser session.
Get StartedOur customers say it best.
“When we come to work each day, Decla has either processed that task for us or prepared a draft email to the client. The product is absolutely fantastic.”
“Decla definitely performs where a lot of the others just don't.”
“I've been very pleased with how the system has been able to help me with new business and renewals.”
“I can work through 10 to 15 clients in an hour. Before, that just wasn't possible.”
“It’s allowed Truex to feel like we’re a much larger agency with more resources for our existing customers.”
“Decla broke down an audit for me. I forwarded it to my client, and he approved it. That would have been three hours of work easily.”
Full Decla intelligence, even from your phone.
Pull policy details, check renewal status, draft client responses, all from your phone. Decla has the context. You have the conversation.
A fully proactive member of your team.
One platform. Every workflow.
Every agency runs differently. Decla learns your SOPs and handles the rest so your team can focus on what actually grows your book.
Get Started
Renewal Handling
Preps renewal data, drafts outreach, and keeps your pipeline on track.
Quoting & Comparison
Gather info from emails, run carrier quotes, and generate side-by-side comparisons.
COIs & Acord Forms
Generate certificates and fill ACORD forms automatically from policy data.
Common Questions
Decla handles the repetitive back-office work that eats up your day: triaging and drafting email responses, pulling documents from carrier portals, generating COIs, filling ACORD forms, and running quotes. You stay in control. Decla drafts, you approve.
No. Decla works alongside your AMS (AMS360, HawkSoft, and more) and makes it significantly more useful. Your AMS stays your system of record. Decla just eliminates the tedious clicks and data entry around it.
Most agencies are live within a week. We connect to your email and AMS, learn your SOPs, and start with high-value workflows like COI requests or renewal prep. No IT team required.
Absolutely. We meet SOC 2 Type II standards, with security built in from day one. All data is encrypted at rest and in transit, we use scoped access tokens with least-privilege permissions, and you control exactly what Decla can see and do. We never train AI models on your data.
You set the guardrails. Decla can draft emails and documents for your review before anything goes out, or handle routine tasks end-to-end. Because Decla pulls directly from policy data, it actually reduces the manual errors that slip through on a busy desk. Every action is logged and auditable.
Book a demo and we'll show you Decla working on real insurance
