Evo gives each of your clients a private AI assistant that knows their policy inside out. Upload the PDF, publish, and share one secure link — routine questions get accurate answers around the clock, and your phone stops ringing for page 14.
Add a client, attach their policy PDF, and include any notes or endorsements you want the assistant to know about.
Evo reads the document and builds a private, policy-specific knowledge base. Nothing is shared between clients — ever.
Your client opens their unique link and asks questions in plain English. Answers stream back instantly, grounded in their coverage.
Every answer is retrieved from the client's actual policy document before the AI writes a word — no generic insurance advice.
Each published policy gets its own private, high-entropy URL. Clients never create accounts or remember passwords.
Tick a box at publish time and Evo sends the link to your client for you, from your agency's address.
Clients, policies, and publish status in one place. Update a policy and republish — the client's link keeps working.
Clients get instant, streaming responses at midnight on a Sunday — without you picking up the phone.
Unpublish or delete at any time. Full chat history stays visible to you, so you always know what your clients are asking.
Each assistant sees exactly one policy. Client links are unguessable tokens, and invalid links return nothing at all.
All traffic — agent dashboard and client chat — runs over HTTPS.
Agents see only their own book of business. Administrative access is separated and audited.
The assistant is constrained to the policy it was published with, and recommends contacting you when a question needs a human.
We're onboarding a small group of agents while we polish the product. Beta partners get:
We'll reach out within two business days to set up your account. No spam, no sharing your details — ever.