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Description
There is no trade-off between the needs of the business and those of the individual. CARA is crafted to deliver a spectrum of user experiences, ranging from a straightforward portal to a comprehensive business application. The core of an intelligent enterprise system lies in its metadata. In CARA, we leverage this metadata to enhance business processes, facilitate content creation, and manage data efficiently. With over 40,000 configuration settings available, this is the key element that enables us to deliver top-tier solutions tailored to the specific needs of various industries. Additionally, we provide ready-made solutions that are refined through years of industry expertise. Our security framework is highly detailed, offering category-based access controls down to the individual document, group, and user level. This robust security allows for intricate conditional rules to be based on any metadata attribute, meaning that if you can envision a rule, CARA can make it a reality, ensuring flexibility and customization for every user. Ultimately, CARA empowers organizations to adapt seamlessly to their unique operational demands.
Description
Cara, developed by Oyster Technologies, is an advanced AI-powered servicing and sales platform purpose-built for the insurance industry. It automates routine servicing, streamlines client communication, and assists agents with policy and coverage analysis—empowering agencies, brokerages, and MGAs to grow efficiently. The platform’s Copilot module acts as an AI assistant for every agent, handling application intake, quote analysis, and document generation. The Service workspace centralizes ticketing, automates responses, and manages certificates of insurance from a single dashboard. Cara’s Communication module introduces 24/7 omni-channel client support with voice and email AI, reducing turnaround time and improving accessibility. Its Knowledge system enables fast, secure data discovery, allowing teams to query, summarize, and analyze policy documents using generative AI. Seamless integrations with Gmail, Outlook, Salesforce, HubSpot, and other AMS and CRM tools make adoption frictionless. Fully encrypted and compliant, Cara returns measurable time savings—automating up to 70% of servicing workflows while elevating both agent productivity and client experience.
API Access
Has API
API Access
Has API
Integrations
Alfresco Digital Business Platform
Amazon S3
Box
Docusign
EXTEDOpulse
Gmail
Google Calendar
HubSpot CRM
HubSpot Customer Platform
LORENZ RIM
Integrations
Alfresco Digital Business Platform
Amazon S3
Box
Docusign
EXTEDOpulse
Gmail
Google Calendar
HubSpot CRM
HubSpot Customer Platform
LORENZ RIM
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Generis
Founded
2002
Country
United States
Website
www.generiscorp.com
Vendor Details
Company Name
Oyster Technologies
Founded
2024
Country
United States
Website
www.getcara.ai/
Product Features
Enterprise Content Management (ECM)
Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management