Coverflow

Create a custom design with text, images, and links

Madie Whalen

General information for your account needs, like adding users and managing customer information.

General

Information on features specific to Agency Admins.

Admin Management

How to use our AI Assistant for each of your document uploads and outputs.

AI Assistance

Information on generating, viewing, and iterating on your policy comparisons.

Comparisons

Information on generating, viewing, and iterating on your policy proposals. 

Proposals

Build coverage comparisons and client-ready proposals for Employee Benefits coverage.

Employee Benefits Features

Information on generating, viewing, and iterating on your contract reviews proposals. 

Contract Review

Information on generating, viewing, and iterating on your coverage analysis.

Coverage Gap Analysis

How to generate an excel breakdown of the details in your policy.

Single Policy Analysis

Extract property data into a structured Statement of Values (SOV) excel file.

Generate SOV

Generates a broker-ready output that identifies and standardizes key loss data metrics.

Loss Run Summary

COI Generation

This feature streamlines ACORD form generation by automatically extracting data from uploaded documents and populating the correct fields.

ACORD Forms

The Form Library centralizes policy forms so users can analyze coverage, compare forms from different carriers side-by-side, and allow you to compare quotes more effectively. 

Forms Library

AMS Integrations

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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