Insurance agreements, governed and audit-ready.
Broker, carrier, producer, and vendor agreements — generated, reviewed, and tracked automatically, with a full audit trail compliance teams can stand behind.
"They exceeded our expectations with their 'white-glove' customer service and implementation team."
Kris Wiebeck · BRP
What's holding the team back
Where insurance contracting slows down and risk hides.
The contracting pain insurance legal and compliance teams describe most often.
A high volume of producer, broker & carrier agreements
Producer appointments, broker agreements, and carrier contracts all need drafting, review, and signature quickly — and they all route through legal and compliance.
Renewals and obligations buried across the portfolio
Renewal dates, notice periods, and obligations locked into a large agreement portfolio are hard to surface before a deadline slips.
Audit and compliance pressure with no single source of truth
When agreements live across teams, systems, and inboxes, it's hard to show compliance what's signed, current, and on-standard — let alone produce it on demand.
Agreement types
Every agreement an insurance business runs on.
Saige Assist classifies each agreement on ingestion and routes it to the right workflow — without manual triage or a separate intake form per document.
Request a demo →How it works
From intent to outcome — inside your governance, not around it.
Intake & classification
Requests arrive by self-service form, email, or system integration. Saige Assist reads the document type — broker agreement, carrier contract, NDA, vendor agreement — and routes it to the right workflow automatically.
AI review & risk extraction
Key terms are extracted in seconds — liability, indemnification, notice periods, auto-renewals, and deviations from approved language — with an explainable risk score before an attorney opens the document.
Negotiation with guardrails
Redlines are generated from your approved positions. Saige Assist works inside Microsoft Word — where your team already works — checking every change against your playbook.
Execution & post-signature
eSignature routing, audit-trail capture, and automatic obligation extraction on execution — with auto-renewal and notice-period alerts continuing afterward.
Proven in insurance
What insurance teams see in production.
Customer story
Insurance teams already run on IntelAgree.
BRP · Implementation & service
"They exceeded our expectations with their 'white-glove' customer service and implementation team."
Kris Wiebeck, BRP Read the story →More customer stories
See how teams across insurance, financial services, and more put contracts to work with IntelAgree.
IntelAgree case studies Browse all →Questions asked before going live
Common questions.
More to discuss? Talk to a solutions specialist.
Talk to solutions →Architectural fit
See how insurance CLM runs on IntelAgree.
A focused walk-through of your team's orchestration — buy-side or sell-side, governance enforced, post-signature operational.