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Welcome to Cara — your AI CSR for insurance agencies and brokerages to accelerate sales and automate services with 24/7 availability. This guide walks you through the key steps to get Cara up and running in your organization. Whether you’re setting up Cara, onboarding your team, or exploring advanced features, you’ll find everything you need to make the most of it. Cara’s true strength lies in delivering comprehensive, end-to-end solutions that empower insurance professionals to save over 10 hours per week on servicing tasks and operational workflows. From answering calls and reviewing policy documents to generating quote proposals and completing ACORD & COI forms, Cara handles it all. To get started, view the Quickstart guide below:

Quickstart

Log in to your account and get started with Cara in under 5 minutes.
You can also navigate to the Cara modules:

Copilot

Your command center for insurance tasks. Use prebuilt templates and custom presets for insurance servicing workflows.

Communication

Cara’s integrated Voice AI and Email AI channels ensure seamless customer interactions and 24/7 support availability.

Servicing

Transform emails, calls, and service requests into clear, actionable tasks your team can execute immediately.

Knowledge

Cara’s centralized knowledge base stores your agency’s data and information for instant, intelligent retrieval.
Explore integrations or manage your subscription:

Integrations

Cara connects with your AMS and CRM platforms to bring policy, client, and task data into one place.

Admin

Control all aspects of your subscription — billing, user access, seat assignments, and customization settings.