The insurance agency, with a second brain.
Everything in Dozō Business, plus Agency OS preloaded on the box: dec pages turned into clean, ACORD-structured data without ever leaving your walls, wired to the AMS and CRM you already run, with compliance mapped to your regulators' actual vocabulary.
Whose computer is the dec page on?
Every AI tool your staff pastes client information into answers that question — one of two ways.
- ✕ Client PII leaves your network with every paste
- ✕ Retention and training policies you don't control
- ✕ Nothing to hand the auditor later
- ✕ For a covered financial institution, that's an exposure
SSN/DL · ACH
- ✓ Dec pages processed inside your walls
- ✓ Local models by default; frontier models only through the gate, by your policy
- ✓ Every action in the Ledger — exportable
- ✓ Evidence, not assurances
Dec pages in. ACORD data out. Nothing leaves.
Dec Page Intelligence turns declaration pages into clean, ACORD-structured data — extraction runs on the box, so the dec page never leaves your walls — and writes it to the AMS and CRM you already run.
No rekeying, no copy-paste into a browser tab, no client data in a vendor's training set.
Built for the carrier audit.
Insurance agencies are covered financial institutions. Dozō gives your written security program something real to point at: access control, on-prem processing, and a log you can produce.
Mapped to the model law's information-security program requirements, aligned with NY DFS 23 NYCRR 500 — the vocabulary your state examiner actually uses.
"Do you use AI? Where does client data go? Can you produce logs?" — Yes. Nowhere. And here's the export.
Proven where it counts: inside our own agency.
Agency OS runs in continuous production inside Nazemoff & Co., our own Allstate agency — against a live AMS, a live CRM, and a live phone line, through real renewal cycles and real client traffic. When your unit ships, the workflows on it have already survived an agency's actual week.
You'll notice our proof isn't labeled "sample."
Be one of the first agencies out the door.
We're placing the first Agency Edition units with a small cohort of design partners. Partners get founder pricing, direct access to the team that runs this stack inside its own agency, and a real say in the workflow roadmap.