An AI That Remembers Your Accounts

Every producer knows this one. You have the conversation, you learn the details, and three weeks later it's gone. The client mentioned a new warehouse in Houston. They added 500 laptops to the schedule. The renewal moved to March. You knew all of it once. Now you're digging through emails to reconstruct it.

Persistent memory for every insured

Account Brain is ennabl AI's persistent memory for every insured. State a fact in chat, or paste an email into the conversation, and it's filed against that account: locations, carriers, policy numbers, effective dates and exposures. The picture of each client is still there the next time you open the conversation.

• Ask "what's on file for this insured?" and get the full account back.
• Ask "anything expiring soon?" and see renewals coming due, plus locations at risk of storm or flood exposure as the season turns.
• When documents disagree, it knows which source wins: a bound policy outranks a binder, a binder outranks an endorsement, and so on.

Shared across the team

Every agency has lived this: the client calls, and the one person who knows the account is out. The loss run is in their email. The second location? They know. The carrier conversation about the renewal? Also them.

Turn on team sharing and your agency works from one book. When one broker files a client's loss run, states a fact in chat or pulls the account's current policies, every teammate sees it in their own conversations. Each record shows who added it, so the paper trail stays intact.

Covering for a colleague? Open the account and you see the full history, not a blank slate. Someone leaves the agency? Their access ends. The knowledge stays.

Ask questions across the whole book

Book-level questions used to mean opening one account at a time or exporting everything into a spreadsheet. Which accounts renew in the next 60 days? How many insureds carry General Liability? Who are the top ten accounts by premium?

• Every account becomes part of one queryable book, built from uploaded documents, chat history and agency data.
• Answers come back honest: matches, non-matches and "can't tell yet," so a missing fact is never counted as a no.
• Numbers such as "$8.2M across 183 of 220 active policies" show exactly what's covered and what isn't.

Client relationships are personal. Client knowledge shouldn't be.

Try it free at ennabl.ai