Our Technology
Insurance intelligence, powered by AI.
We built the platform we wished existed. Proprietary technology that makes insurance faster, smarter, and more transparent — for our clients and our brokers.
The Problem
Insurance technology is decades behind.
While other industries have been transformed by software, insurance still runs on spreadsheets, PDFs, and phone calls. Brokers spend more time on paperwork than on clients. Information gets lost. Opportunities get missed.
We decided to change that. Not by removing the broker — but by giving brokers superpowers.
Capabilities
What our platform does.
Agentic AI Workflows
Our AI agents handle repetitive tasks — policy analysis, compliance verification, document processing — so our brokers can focus on what matters: your coverage.
Automated Verification
Real-time certificate of insurance verification across your entire vendor and tenant portfolio. No more chasing paperwork.
Risk Intelligence
Proprietary data models that identify coverage gaps, benchmark your program against industry peers, and surface renewal opportunities.
Integration Hub
Connect your existing systems — property management, fleet tracking, HR — for seamless data flow and automated updates.

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The Difference
What you get with Summit.
Our technology isn't a gimmick — it's how we deliver better outcomes. Faster quotes, fewer coverage gaps, less paperwork, and more time for the conversations that matter.
For Our Clients
Technology that works for you.
You don't need to learn a new platform or change how you work. Our technology runs behind the scenes — you just get faster service, better coverage, and a broker who has more time for you.
Experience Summit