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Virtual Product Spotlight: Discover Cara AI for Insurance Agencies

August 18, 2026 10:00 AM - 10:45 AM (MDT)

Description

IIAM members are invited to join us for a virtual product spotlight featuring Cara, an artificial intelligence platform built specifically for insurance agencies and brokerages.

Tuesday, August 18, 2026
10:00–10:45 a.m. 
Virtual Presentation

Cara acts as a 24/7 digital workforce and AI Customer Service Representative, helping agencies automate repetitive, paperwork-heavy servicing tasks so employees can spend more time assisting clients, strengthening relationships, and pursuing new business.

During this presentation, you will learn how Cara can help agencies:

  • Generate ACORD applications and supplemental forms
  • Create and deliver Certificates of Insurance based on compliance requirements
  • Compare policies side by side and identify coverage differences or potential gaps
  • Respond to inbound emails and phone calls
  • Answer common client questions and qualify prospective leads
  • Sync documents, call transcripts, and other information with agency systems such as HawkSoft

Cara’s modular platform allows agencies to select and activate only the features they need. The company reports that Cara can handle more than 50 types of tasks, automate up to 70% of servicing workflows, and save more than 10 hours per week per employee.

The platform also offers bank-level security, audit-ready compliance, and integration with existing insurance technology systems.

Join us to see Cara in action, ask questions, and explore how artificial intelligence may help your agency improve efficiency and client service.

Location

Zoom Meeting

Meeting link will be provided in registration confirmation email

View Event

Contact Information

Independent Insurance Agents of Montana Inc
Name: Kris Anglin
Phone: (406) 495-5309
Email: kris@iiamt.org
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