# Cara Guide

## Docs

- [Manage Subscription](https://docs.getcara.ai/admin/subscription.md): Manage all aspects of your subscription — including billing, seat assignments, and user access
- [Manage Users](https://docs.getcara.ai/admin/users.md): Add, assign, and deactivate Cara users
- [Email AI](https://docs.getcara.ai/communication/emailai.md): Interact with Cara via email, where she can read, interpret, and respond to emails.
- [Overview](https://docs.getcara.ai/communication/overview.md): Improve your agency communications with Voice AI and Email AI.
- [Default Behavior](https://docs.getcara.ai/communication/voice_defaultbehavior.md): This clarifies Cara's phone default behavior to be expected.
- [Prompting Voice AI](https://docs.getcara.ai/communication/voice_instructions.md): How to give Cara's Voice AI the best instructions
- [Integrations and Tools](https://docs.getcara.ai/communication/voice_integrations.md): Overview of the integrations and tools Cara uses on the phone
- [Phone Transfers](https://docs.getcara.ai/communication/voice_transfers.md): Best practices for setting up phone transfers
- [Voice AI Overview](https://docs.getcara.ai/communication/voiceai.md): Receive phone calls, extract intent, log notes, and trigger follow-up actions via Copilot.
- [Ask Cara Directly](https://docs.getcara.ai/copilot/askcara.md): Ask Cara any insurance questions via a chat interface
- [Certificate Review](https://docs.getcara.ai/copilot/certificatereview.md): Review certificates of insurance for accuracy, completeness, and potential errors & omissions (E&O) exposure. Cara cross-checks the certificate against policy documents to identify discrepancies, missing information, or compliance issues.
- [Claims Review](https://docs.getcara.ai/copilot/claimsreview.md): Understand exactly what a policy covers for an active claim, what needs to happen next, and where the agency stands.
- [Contract Review](https://docs.getcara.ai/copilot/contractreview.md): Analyze contracts for insurance requirements and compare them against your quote or policy details to ensure compliance. Identifies coverage gaps, limit discrepancies, and specific endorsement requirements that need to be addressed.
- [Coverage Comparison](https://docs.getcara.ai/copilot/coveragecomparison.md): Compare coverage details across multiple quotes or policies to identify key differences, gaps, and overlaps.
- [Coverage Gap Analysis](https://docs.getcara.ai/copilot/coveragegapanalysis.md): Identify upsell and cross-sell opportunities by auditing a client's current coverage against their real-world exposure.
- [Custom Fillable PDF Forms](https://docs.getcara.ai/copilot/custom-forms.md): Save carrier and supplemental fillable PDFs in your library once, then have Cara complete them from your quotes, applications, and policies with your saved guidance.
- [Custom Presets](https://docs.getcara.ai/copilot/custompresets.md): Work with Cara to automate agency-specific workflows
- [File Editor](https://docs.getcara.ai/copilot/documentgeneration/fileeditor.md): Accelerate document generation with a built-in file editor
- [Document Generation](https://docs.getcara.ai/copilot/documentgeneration/overview.md): Use Cara to generate PDFs and other documents
- [Styles](https://docs.getcara.ai/copilot/documentgeneration/styles.md): Generate documents with your branding, style, and cover page
- [Create, Save, and Use Templates](https://docs.getcara.ai/copilot/documentgeneration/template-generation.md)
- [Explore a Policy](https://docs.getcara.ai/copilot/explorepolicy.md): Ask questions, review exclusions, or get a full coverage summary across one or more policy documents.
- [Fill Forms & Certificates](https://docs.getcara.ai/copilot/fillforms.md): Quickly complete ACORD forms or certificates using data from quotes, binders, applications, emails, or other documents.
- [Get Started](https://docs.getcara.ai/copilot/getstarted.md): Start using Copilot with Presets or by asking Cara directly
- [Loss Run Analysis](https://docs.getcara.ai/copilot/lossrunanalysis.md): Turn a client's claims history into a clean summary and a professional Risk Mitigation Statement ready to submit alongside the loss runs.
- [Overview](https://docs.getcara.ai/copilot/overview.md): Use Copilot to power automation across your servicing tasks
- [Quote Proposal](https://docs.getcara.ai/copilot/quoteproposal.md): Create a customer-facing quote proposal based on one or more quote documents. Cara helps you summarize key details in clear, professional language.
- [Risk Matching](https://docs.getcara.ai/copilot/riskmatching.md): Match a submission to the right carriers in your knowledge base — with class code verification, eligibility ratings, and placement reasoning built in.
- [Risk Report](https://docs.getcara.ai/copilot/riskreport.md): Generate a professional, client-ready risk management report that positions your agency as a strategic advisor — not just a policy provider.
- [SOV & COPE Analysis](https://docs.getcara.ai/copilot/sovcope.md): Build or verify a complete Statement of Values for any property portfolio — from a full document set or a list of addresses.
- [Underwriting Analysis](https://docs.getcara.ai/copilot/underwritinganalysis.md): Verify that what's on the application matches reality before the submission goes to market.
- [Welcome](https://docs.getcara.ai/index.md): Your complete guide to making the most of Cara
- [AgencyZoom](https://docs.getcara.ai/integrations/agencyzoom.md): Connect your AgencyZoom CRM to Cara
- [AMS360](https://docs.getcara.ai/integrations/ams360.md): Connect your AMS360 agency management system to Cara
- [Applied Epic](https://docs.getcara.ai/integrations/appliedepic.md): Connect your Applied Epic agency management system to Cara
- [EZLynx](https://docs.getcara.ai/integrations/ezlynx.md): Connect your EZLynx AMS to Cara via API or automated CSV reports
- [Hawksoft](https://docs.getcara.ai/integrations/hawksoft.md): Connect your Hawksoft AMS to Cara
- [HubSpot](https://docs.getcara.ai/integrations/hubspot.md): Connect your HubSpot CRM to Cara
- [Momentum](https://docs.getcara.ai/integrations/momentum.md): Connect your NowCerts Momentum AMS to Cara
- [Overview](https://docs.getcara.ai/integrations/overview.md): Connect Cara to the tools you already use and leverage AI to search and maintain your records
- [Zapier](https://docs.getcara.ai/integrations/zapier.md): Trigger Zaps in Zapier from Cara
- [Accounts & Policies](https://docs.getcara.ai/knowledge/accounts.md): Store your accounts and policies in a single centralized place
- [Knowledge Base](https://docs.getcara.ai/knowledge/knowledgebase.md): Democratize knowledge transfer across your company with the knowledge base
- [Overview](https://docs.getcara.ai/knowledge/overview.md): Cara's centralized knowledge powers your workflows
- [Quickstart](https://docs.getcara.ai/quickstart.md): A rapid-fire guide to start using Cara
- [Get Started](https://docs.getcara.ai/servicing/getstarted.md): Cara’s Servicing module is ready to use immediately after onboarding — no additional setup is required.
- [Overview](https://docs.getcara.ai/servicing/overview.md): Transform emails and calls into clear, actionable tasks your team can execute immediately.