# Your back office just got a lot smarter.

AI that works like part of your team. Built for the work of insurance.

- Carrier Doc Retrieval
- Cois & Acord Forms
- Proposals & Summaries
- Renewal handling
- Loss Run analysis
- Cross-selling
- Re-engagement
- Multi-carrier quoting

- [Start free trial](https://decla.com/start-trial)
- [Book a demo](https://decla.com/book)

How it works

## 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.

### Create 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.

### All the legwork, already done.

Context pulled. Actions prepared. Decla searches your AMS, retrieves carrier docs, analyzes changes, and drafts what needs to happen.

### You 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.

## Our 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.
>
> — Stephen Nelson, Principal, TRUEX INSURANCE

> Decla definitely performs where a lot of the others just don't.
>
> — Chris Dupill, Co-Founder, Guardian Insurance

> I've been very pleased with how the system has been able to help me with new business and renewals.
>
> — Nolan Cesnick, Vice President, Bates, Roberts, Fowlkes & Jackson

> I can work through 10 to 15 clients in an hour. Before, that just wasn't possible.
>
> — Chris Dupill, Co-Founder, Guardian Insurance

> It’s allowed Truex to feel like we’re a much larger agency with more resources for our existing customers.
>
> — Stephen Nelson, Principal, TRUEX INSURANCE

> 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.
>
> — Chris Dupill, Co-Founder, Guardian Insurance

## 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.

From your desk to done

## A fully proactive member of your team.

- Works with your AMS
- Proactively monitors your inbox.
- Navigates carrier portals like a person
- Follows your SOPs
- Asks for approval, only when needed.

Workflows that work with you.

## 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.

### 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.

- [Get Started](https://decla.com/start-trial)

FAQS

## Common Questions

### What exactly does Decla automate?

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.

### Will this replace my AMS?

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.

### How long does setup take?

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.

### Is my client data secure?

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.

### What if Decla makes a mistake?

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.

### How do I get started?

[Start your free trial](https://decla.com/start-trial) and connect your inbox and AMS in a few minutes. Once you're in, book a free setup call and our team will help you get your first workflow running. Prefer a walkthrough first? [Book a demo](https://decla.com/book).

## Let us show you what's possible.

Let Decla handle it for you

- [Start free trial](https://decla.com/start-trial)
- [Book a demo](https://decla.com/book)

Source: https://decla.com/