Bayard silently captures client conversations, auto-summarizes risk, and surfaces coverage gaps—so you can focus on binding policies and growing your book.
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Bayard is trained on policies, carriers, and compliance standards—so your producers don't have to be full-time note-takers.
Bayard listens to client calls and generates structured summaries mapped to lines of coverage, tasks, and cross-sell opportunities. Never miss a renewal opportunity or coverage update again.
Each summary is timestamped and mapped to your AMS record—supporting E&O defense and regulatory compliance with complete audit trails.
Push notes, tasks, and updated client details directly into Epic, AMS360, or EzLynx—no more double entry or lost information.
Generate client-ready emails immediately after calls—pre-filled with proposals, limits, tasks, and attachments for faster turnaround.
Flags potential risks like missing limits, unaddressed exposures, or declined coverage—and automatically logs client refusals for protection.
Bayard is the first AI tool that actually understands insurance nuance. It saves my producers 10 hours a week.
Join forward-thinking brokerages using Bayard to scale their operations and deliver better client experiences.
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