privasee Review: Insurance Brokerage Automation Software
privasee helps insurance brokers and agencies automate repetitive back-office tasks. It is designed for teams that process security questionnaires, RFPs, and client documents.
At a glance
- Category
- Finance & Accounting
- Best for
- Insurance Brokers, Insurance Agencies, Account Handlers, Operations Managers, Sales and Pre-sales Teams
- Pricing
- A free 14-day trial is available. Pricing includes enterprise plans and a pay-as-you-go add-on at $200 per questionnaire.
- Key use cases
- Insurance Deal Intake, Security Questionnaire Completion, RFP Response Management, Data Enrichment
- Integrations
- Slack, Microsoft Teams, Google Drive
- Official website
- privasee.io
privasee, operating under the product name Vera, is an AI-driven automation platform for the insurance industry. It helps reduce manual data entry by extracting information from emails, client documents, and loss runs to support the creation of submissions and quote comparisons.
The software is designed for insurance brokers, account handlers, producers, and operations managers. It supports the intake of deals, helps enrich data using public sources, and handles compliance requirements through automated questionnaire responses.
Beyond insurance-specific tasks, the tool supports administrative needs such as responding to RFPs and managing security assessments. It is designed to integrate with communication channels and supports multiple languages for global clients.
Buyers should confirm if the current feature set aligns with their specific brokerage line and review the pay-as-you-go credit system to determine how it fits their budget.
Key Features
Extracts information from unstructured formats including PDFs, Word documents, and emails.
Generates answers for security and compliance questionnaires using a knowledge base of past responses and uploaded policies.
Drafts responses for RFPs, RFIs, and RFQs based on historical bid data and company documentation.
Supports the processing and generation of responses in 59+ languages.
Allows teams to tag teammates, share answers, and request approvals for AI-generated content.
Designed to meet GDPR and SOC 2 Type II standards for data security.
Use Cases
Extracting key facts from emails to create deals and identifying missing documentation via a checklist.
Using AI to help auto-complete vendor security assessments by referencing approved company policies.
Drafting proposals for RFPs and exporting them back to original file formats.
Pulling company data from sources such as LinkedIn and Companies House to supplement client profiles.
Best For
Integrations
Pricing
A free 14-day trial is available. Pricing includes enterprise plans and a pay-as-you-go add-on at $200 per questionnaire.
FAQ
It is designed for insurance brokers, agencies, account handlers, and operations managers who need to automate back-office workflows.
The AI uses uploaded company documents and past approved answers as sources and provides confidence scoring for its responses.
Beyond standard plans, there is a pay-as-you-go add-on available at $200 per questionnaire.
The platform supports PDF, Word, Excel, and TXT files.
Source category: Finance & Accounting
Source subcategory: Insurance Brokerage Software
