Layerup

Layerup: AI Automation Platform for Insurance Brokers

Layerup is a generative AI platform built for insurance brokers, automating document creation and data entry to boost productivity by up to 5x.

AI Documents Generator AI Report Generator AI Productivity Tools AI For Finance AI Agent AI Workflow AI For Data Analytics

Overview Capabilities Features Use Cases Pricing Pros & Cons How to Use FAQs

Overview

Layerup is a generative AI platform purpose-built for insurance brokers who want to ditch manual busywork and scale faster. Instead of digging through unstructured PDFs, spreadsheets, and emails, brokers can upload raw documents and let Layerup's AI instantly extract, organize, and repackage the data into policies, quotes, loss run reports, and certificates of insurance (COIs) in seconds. What sets Layerup apart is its ability to act like an in-house data scientist without requiring any SQL knowledge or endless back-and-forth with technical teams. Brokers can simply ask follow-up questions about their data and get instant, actionable answers. Combined with workflow automation and integrations into existing tools, Layerup helps agencies eliminate redundant manual steps across the entire client servicing lifecycle. Designed specifically for insurance agencies, brokers, and agents, Layerup positions itself as a productivity multiplier — claiming to help teams work up to 5x faster by automating the tedious document and data-heavy tasks that traditionally slow down broker workflows.

Capabilities & Features

Generative AI
Insurance Automation
Data Extraction
Document Generation
Workflow Automation
AI
Insurance
Loss Run Reports
COI
Agency Management Software
Data Analytics

Core Features

Automated Document Generation
Automated Data Entry and Extraction
Workflow Automation and Integrations
AI-powered data analytics

Use Cases

Converting unstructured insurance documents into structured, usable data
Extracting document data and exporting it into any file format
Auto-generating customized client reports and proposals
Requesting, tracking, and managing Loss Run requests and COIs
Automating internal workflows such as revenue recognition

Best For

Insurance Brokers
Insurance Agencies
Insurance Agents

Pros

•Significantly reduces time spent on manual document creation and data entry
•Allows brokers to query data conversationally without needing SQL skills
•Integrates with existing apps to streamline end-to-end workflows
•Supports a wide range of insurance-specific documents like COIs and loss run reports
•Potential to boost broker productivity by up to 5x

Cons

•No transparent pricing published, requiring direct sales contact
•Limited public information on customer support processes
•In-person implementation availability appears restricted to limited slots
•Enterprise-scale benefits (50+ seats) are not clearly documented

How to Use

1. Upload unstructured documents such as policies, applications, or loss runs into Layerup. 2. Let the AI automatically extract and structure the data. 3. Generate custom documents like quotes, COIs, or reports in seconds. 4. Export the results to a spreadsheet or presentation format for client delivery. 5. Connect Layerup to your existing apps to automate recurring workflows like revenue recognition or loss run tracking.