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For EHSBuilt for safety & EHS professionals
For InsuranceVirtual loss control for insurers

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For Insurance Providers

More clients.
Better risk.
Lower cost per account.

Your most expensive people are spending the majority of their time on repetitive, document-driven work. SoterAI gives insurance teams the operational leverage to do more across every function — without adding headcount.

Request a DemoSee Customer Results

3x

client capacity, same team

50%

reduction in report time

5hrs → 30min

per assessment

SoterAI · Action Plan
Preview

Sign up to generate your Action Plan, review the evidence, and assign corrective actions.

The Problem

Your team is at capacity.
Your margin isn't where it needs to be.

60–70%of consultant time

Loss Control

Goes to report writing, data compilation, and admin that requires no judgment. Your next client win means thinking about your next hire.

60%of underwriter time

Underwriting

Spent on data entry and document review. Submission backlogs mean profitable business gets declined or delayed.

50%of adjuster time

Claims

Lost to intake and correspondence. Claims cycle times frustrate customers. Competitors are faster.

2–3 weekscontract turnaround

Legal & Contracts

The same 20 clauses in different combinations, reviewed by lawyers at $150–250K/year. Competitors close in days.

The Solution

Operational leverage for your entire insurance business.

Loss Control

Scale your loss control practice without scaling headcount.

SoterAI guides consultants through standardised assessment workflows, generates client-ready reports automatically, and delivers portfolio-level risk intelligence — so your team can serve 3x more clients without a single new hire.

  • Virtual site assessments completed in hours, not days
  • Standardised reports underwriters and brokers trust
  • White-label reporting for your brand
  • Portfolio risk intelligence across your entire book

90% faster

assessments delivered in 30 min

Real result

“SoterAI transformed loss control operations. We cut custom safety meeting prep from 5 hours to 30 minutes while delivering millions in potential savings to clients.”

—ICW Group, Loss Control ConsultantsICW Group, Loss Control Consultants

Read case study

Underwriting

3x your submission capacity. Faster quotes. Better risk decisions.

SoterAI handles submission review, initial risk analysis, and renewal processing — the document-heavy, repetitive work eating your underwriters' time. They focus on complex risk decisions. You write more business.

  • AI-assisted submission review and risk analysis
  • Renewal processing 90% faster
  • Consistent risk assessment across every underwriter
  • Speed-to-quote that wins deals before competitors respond

100%

of submissions reviewed, not 40%

Real result

“We get 500 submissions a month. Our underwriters can properly analyse maybe 200. SoterAI gives us the capacity to look at all of them.”

—Underwriting Leader

Client Value-Add

Give your clients a reason to stay — and a reason to refer.

Distribute SoterAI to your EHS clients as a value-added service. When clients run their safety programs on your platform, they don't switch brokers. You become operationally embedded — not just a line item at renewal.

  • Offer AI-powered safety tools as a client benefit
  • Deepen client relationships with shared risk data
  • Create switching costs that protect your book
  • Differentiate from brokers who can't offer this

1.42 → 0.91

e-mod reduction, below industry average

Real result

“OVD Insurance reduced report time by 50%, doubled productivity, and tripled client capacity — then started offering SoterAI to clients as a value-added service.”

—OVD InsuranceOVD Insurance

Read case study

Legal & Contracts

Cut contract turnaround from weeks to days.

Insurance contracts, policy wordings, endorsements, and compliance documents reviewed and drafted repeatedly. SoterAI handles routine review and drafting so your legal team focuses on novel issues, not repetitive ones.

  • AI-assisted clause review and consistency checking
  • Contract drafts generated in minutes, not days
  • Standardised policy language across every region
  • Compliance document review at scale

2–3 days

contract turnaround, down from weeks

Real result

“Contract turnaround dropped from 2–3 weeks to 2–3 days. Legal stopped being a bottleneck and started being a competitive advantage.”

—Insurance Legal Leader

Portfolio Intelligence

See risk across your entire book. Before it becomes a claim.

SoterAI aggregates data from client assessments, incidents, and compliance records to surface accounts trending toward a loss event — before the claim arrives. Intelligence that improves underwriting decisions and loss ratios.

  • Real-time risk view across all clients
  • Identify high-risk accounts before claims occur
  • Data that feeds back into underwriting and pricing
  • Loss ratio improvement through proactive intervention

Real-time

risk view across your entire book

Real result

“Which accounts in our portfolio are trending toward a loss event? SoterAI surfaces the answer before the claim arrives.”

—Portfolio Risk Intelligence

Across Your Operation

The insurance workflows SoterAI runs.

Underwriting

  • RFP Response Processing
  • Endorsement Review
  • Quote Retrieval

Claims

  • Claim Intake
  • Claims Coverage Review

Operations

  • Policy Data Extraction
  • Certificate Issuance
  • Policy Delivery

Loss Control

  • Loss Run Ordering

Compliance

  • OFAC Compliance Check

What Insurance Teams Say

Real results. Real teams.

5hrs → 30min

per assessment

“SoterAI transformed loss control operations. We cut custom safety meeting prep from 5 hours to 30 minutes while delivering millions in potential savings to clients.”
ICW GroupICW Group·Loss Control Consultants
Read story

3x

client capacity, same team

“We reduced report time by 50%, doubled our productivity, and tripled our client capacity — without adding a single person to the team.”
OVD InsuranceOVD Insurance

Insurance Provider

Read story

70%

admin time saved

“We saved 70% of time on administrative tasks. That time goes straight back into client work.”
Collins & AssociatesCollins & Associates

Insurance Services

Read story
Read Customer Stories

The Difference

SoterAI vs. the way you work today.

What You Need

Without SoterAI

With SoterAI

Loss control assessment

5+ hours per client

30 minutes with AI assistance

Client report generation

Manual, inconsistent, slow

Automated, branded, delivered in minutes

Submission review

Underwriters review ~40% of submissions

100% reviewed — AI handles the rest

Renewal processing

Manual, same data every year

90% faster, automated

Portfolio risk view

Spreadsheets, lagging indicators

Real-time, AI-powered, predictive

Client retention tool

Annual renewal conversation

Embedded platform — clients don't switch

Scaling client capacity

Hire more people

3x capacity, same team

Contract turnaround

2–3 weeks, manual legal review

2–3 days with AI-assisted drafting

Compliance consistency

Inconsistent across regions

Standardised policy language, automated checks

Loss control assessment

Without SoterAI

5+ hours per client

With SoterAI

30 minutes with AI assistance

Client report generation

Without SoterAI

Manual, inconsistent, slow

With SoterAI

Automated, branded, delivered in minutes

Submission review

Without SoterAI

Underwriters review ~40% of submissions

With SoterAI

100% reviewed — AI handles the rest

Renewal processing

Without SoterAI

Manual, same data every year

With SoterAI

90% faster, automated

Portfolio risk view

Without SoterAI

Spreadsheets, lagging indicators

With SoterAI

Real-time, AI-powered, predictive

Client retention tool

Without SoterAI

Annual renewal conversation

With SoterAI

Embedded platform — clients don't switch

Scaling client capacity

Without SoterAI

Hire more people

With SoterAI

3x capacity, same team

Contract turnaround

Without SoterAI

2–3 weeks, manual legal review

With SoterAI

2–3 days with AI-assisted drafting

Compliance consistency

Without SoterAI

Inconsistent across regions

With SoterAI

Standardised policy language, automated checks

Built For Your Team

Every role in your insurance business.

Loss Control Leader

Your team is at capacity. SoterAI gives you 3x the throughput without 3x the headcount. Serve more clients, deliver better reports, protect your loss ratios.

Measured on: cost per audit, team productivity, portfolio growth

Insurance Executive (CEO / COO / CFO)

You own the P&L. SoterAI is an EBITDA story — revenue grows, payroll doesn't. Operational leverage across every department, not just one.

Measured on: cost per account, headcount per $1M revenue, margin expansion

Underwriting Leader

Submission backlogs are leaving profitable business on the table. SoterAI handles the document review so your underwriters focus on complex risk decisions.

Measured on: submission-to-bind rate, speed-to-quote, loss ratio

Claims Leader

Claims cycle time is a customer satisfaction problem. SoterAI automates intake and documentation so adjusters focus on coverage decisions, not paperwork.

Measured on: claims cycle time, cost per claim, customer satisfaction

Legal / Contracts Leader

The same 20 clauses in different combinations, reviewed by lawyers at $150–250K/year. SoterAI handles routine review. Your team handles novel issues.

Measured on: turnaround time, deal velocity, compliance

Operations / Transformation Leader

You're looking for AI opportunities across the business. SoterAI is a platform, not a point solution — deployable across loss control, underwriting, claims, and legal.

Measured on: operational efficiency, cross-department adoption, cost reduction

See how SoterAI fits your role in a 20-minute demo

Request a Demo

Common Questions

Frequently asked questions.

No — though loss control is often where we start. SoterAI is deployed across loss control, underwriting, claims, legal, and operations. Think of it as a platform for the entire insurance business, not a point solution for one team. Most clients expand from one department to three or four within the first year.

Ready to grow your book without growing your headcount?

Join leading insurers using SoterAI to expand margin, serve more clients, and build a practice that scales.

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