Stop Wasting Time on Carrier Portals

SmartAppetite's matching engine accurately predicts carrier appetite up front, so producers quote the right markets on the first try.

Features

Powerful capabilities that transform how insurance professionals work

1

Consolidate ALL Your Data

Seamlessly integrate with your existing systems to eliminate duplicate data entry and streamline your entire workflow:

Integrate with your CRM, AMS, email and meeting notetaker
Enter data once and sync everywhere automatically
No more manual CRM updates or lost information
Use AI to draft professional emails and determine next steps
Smart automation that learns your preferences

Transform your scattered data into a unified, intelligent workspace.

2

Appetite Matching Engine

Leverage the complete context of every risk to get pinpoint-accurate appetite scores before you waste time in carrier portals:

Perfect accuracy using comprehensive risk analysis
Never face another unexpected declination
Access real-time carrier APIs and underwriting guidelines
Intelligent web crawling for the latest appetite changes
Confidence scores backed by multiple data sources

Know exactly which carriers will say yes before you apply.

Appetite Matching Engine Interface

3

Knowledge Base

Get instant access to your team's collective expertise through our intelligent knowledge base system:

Chat with your team's knowledge base to answer any question
Every producer has a veteran underwriter at their fingertips
Search through years of institutional knowledge instantly
AI-powered answers based on your firm's best practices
Never lose critical knowledge when team members leave

Turn your team's experience into your competitive advantage.

Knowledge Base Chat Interface

Enterprise-Grade Security

Your data is protected with bank-level security

SOC-2 Ready Infrastructure

Built cloud-native on enterprise-grade infrastructure

End-to-End Encryption

Your data is encrypted in transit and at rest

Private Tenant Architecture

Your carrier documents stay in your private tenant—never mixed with other agencies

Granular Access Controls

Role-based permissions keep your data secure

See SmartAppetite in Action

Book a personalized demo to see how SmartAppetite can transform your quoting process. We'll show you exactly how it works with your carriers and workflows.