Caretta for
insurance reps
Insurance is very high gravity. It's just really helpful to have that safeguard and not have to rely on that follow-up email to deliver information.
Rhocar Constant GTM Lead at Corgi
When the scenario gets specific: the clause, the limit and the exclusion, from the policy wording, while the buyer is still on the line.
- “Does this cover our subcontractor's subcontractor?”The additional-insured wording, quoted from the form.
- “What's excluded under the cyber endorsement?”Exclusions and sublimits, per carrier and form.
- “How does the deductible apply per claim?”Per-claim versus aggregate, with the worked example.
- “Can we bind by Friday at these limits?”Carrier appetite and what underwriting still needs.
- Cyber Liability$1M / $2M
- General Liability$1M / $2M
- D&O$5M
- E&O$2M
- Workers' CompStatutory
- Commercial Auto$1M CSL
- Commercial Property$10M TIV
- Umbrella$5M
- EPLI$1M
- Insurance
Hundreds of policies, with you in your calls
Forms, endorsements, limits and carrier appetite differ on every line. Caretta remembers every detail.
- Key Person$2M
- Business Interruption12 mo
- Product Liability$2M
- Professional Liability$1M
- Fiduciary$1M
- Crime$500K
- Inland Marine$250K
- BOP$1M / $2M
- Tech E&O$3M
- Media Liability$1M
- Pollution$1M
- Builders Risk$8M
- Garage Liability$1M
- Surety Bond$500K
- Group HealthPPO
- Group Life2× salary
- Disability60% LTD
Built from what your agency already knows: Caretta learns your lines from your own material and cites it, so you can trust the answer and check it.
- Policy wordings and endorsements
- Carrier appetite guides
- Rate tables, limits and deductibles
- Claims scenarios and precedents
- State filings and compliance
- Every past call with this account
- What your team said in Slack
- Quotes, proposals and binders
- Start free
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Explore Caretta MetricsDoing well. How's it going? Nice to meet you.
Sorry for coming in a couple of minutes late.
No problem at all, I only just sat down myself.
How are you doing today?
Doing well — business as usual. Could be less busy, but that's fine. How about yourself?
Good, thanks. Are you calling from Oslo? Nice.
I should apologise for the overly polished look — all of our meeting rooms are busy, so I'm in the podcasting studio and it looks a little pretentious.
I love it. I think it's great.
That's good, I'm glad you liked it. I'm interested to see the system properly.
I know you said it would be a hard sell internally, but I'm always open to feedback — we've been in the space for over a year now. To give you more context, we're a startup out of Europe, now based in San Francisco.