The work is regulated, relationship-driven and buried in documents
In insurance and wealth management, most of the value sits in unstructured files: applications, schedules, loss runs, statements, meeting notes and emails. The people who know your clients best are the ones stuck doing data entry. And any client communication may be a record someone asks to see later.
So AI has to write back to the system of record, not a side spreadsheet. It has to log what it did and who approved it. And it can't send client data anywhere your policies don't allow.
- Submissions and renewals run on ACORD forms, SOVs, loss runs and carrier-specific supplementals
- Advisors and account managers carry books that outgrow the hours in the week
- For RIAs, books-and-records rules and the SEC Marketing Rule reach what your staff and your tools produce
- Client data often can't leave your tenant, and sometimes can't touch a hosted model at all
Where we build for insurance and financial firms
Underwriting & Submissions
Turn intake emails, ACORD forms, SOVs and loss runs into clean, carrier-ready submission packages, and match accounts to carrier appetite before anyone picks up the phone.
Sales & Distribution Enablement
Give producers and advisors a working pipeline: renewal and cross-sell prompts, prospect research, and proposal drafts built from what's already in your AMS or CRM.
Client Service & CRM
Meeting prep, follow-up drafts, service request triage and CRM hygiene, so account managers and service teams spend their time on clients instead of screens.
Compliance & Recordkeeping
Logging, retention hooks, review queues and supervision reports. Your CCO sets the rules. We're engineers, not your compliance consultant.
Private AI for Regulated Data
Deployment options that keep client data under your control, with enterprise plans or self-hosted models when the data can't go to a hosted provider.
Work in this space, stated plainly
Commercial insurance agency: sales hub MVP
We scoped a sales hub MVP for a commercial insurance agency, to run on the platform the agency already uses instead of a new system producers would have to learn. Scoped, not yet built.
ESOP advisory firm: scenario-modeling platform
We built a scenario-modeling platform that lets an ESOP advisory firm build and compare ESOP scenarios for the companies it advises.
Registered investment adviser: compliance-aware AI deployment plan
We planned a Claude deployment for an RIA starting from its compliance requirements: what data the AI can reach, what gets logged and retained, and how review works before anything reaches a client. Planning, not a completed rollout.
Why firms work with us
We build on your systems
We connect to the AMS, CRM and document stores you already pay for. Where those systems allow it, new tools write back to your system of record.
Controls come first
We scope what AI can and can't touch before we connect anything, and we design logging and review in from the start.
Private deployment when you need it
Client data stays in your own systems where possible. For data that can't go to a hosted model, we deploy self-hosted models.
We run what we build
Discover, Build, Operate. After launch, our Operate retainer covers monitoring, tuning and support as your carriers, forms or policies change.
Dialogica is part of the Claude Partner Network, and our team holds Anthropic's Claude Certified Architect – Foundations certification.