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INTERNAL COPILOTS

Purpose-built copilots for underwriters, analysts, and operators. Grounded in your data, deployed inside your apps.

Engagement
4–8 weeks
Deployment
Embedded · SSO
Scope
Per role
The problem

GENERIC COPILOTS DON'T KNOW YOUR JOB

A horizontal chatbot doesn't know your underwriting guidelines, your analyst templates, or your escalation rules. It helps with typing, not with judgment.

A role-specific copilot does.

What we build

A COPILOT THAT PASSES YOUR ONBOARDING TEST

  • 01

    Role grounding

    Trained on actual SOPs, exemplar work product, and decision precedent — not web data.

  • 02

    In-app surface

    Embedded into the tools your team already lives in: ServiceNow, Salesforce, internal portals, Slack.

  • 03

    Cite, don't invent

    Every answer carries source citations back to policy, precedent, or data. No mystery claims.

  • 04

    Feedback loop

    Thumbs-up/down, edit-the-answer, and weekly reports so the copilot gets better without a model swap.

How we run it

4–8 WEEK ENGAGEMENT

Shortest path to value: one role, one app, one quarter. We pilot with a power-user cohort, measure acceptance, then scale across the function.

By the numbers
4–8
Weeks
1
Role at a time
100%
Grounded · cited

START A DIAGNOSTIC

Two-week fixed-fee engagement to map your workflow, quantify the drag, and return a ranked list of automations with expected ROI.

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