Ask ARI

ARI is the platform's AI assistant. It answers questions in plain English across your book, pipeline, financials and team, explains numbers, and drafts summaries and outreach. It can also answer "how do I…?" questions about INSURAiLABS from this manual.

Used most by: Everyone

Ask ARI — global entry with suggested prompts.

Three ways to ask

Where	When to use it	How
Ask ARI page (sidebar)	Broad questions across the agency	Type in Ask ARI anything… or click a suggested prompt
Ask ARI bar on any screen	Questions about what you are looking at	Type in Ask ARI anything about this view…; ARI knows which screen and tab you are on
ASK ARI chip on a card, table or row	Questions about one item (a KPI, a carrier, an account)	Click the chip next to the item

Ask a question

1. Click Ask ARI in the sidebar, or use the Ask ARI bar at the bottom of any screen.
2. Type your question in plain English, or pick a suggested prompt such as Give me this week's renewal risk summary.
3. Press Enter or click the arrow button.
4. Read the answer. Ask follow-up questions in the same conversation to drill in.

Result: the conversation is saved under Recent › Mine.

Ask about a file

1. Click the paperclip or Attach in the Ask ARI box.
2. Choose the file (for example a carrier letter or a spreadsheet).
3. Ask what you need, e.g. "Compare this statement with what we expected from this carrier."

Ask how to use INSURAiLABS

Ask ARI how to do something in INSURAiLABS, where to find a screen, or what a number means. ARI answers from this manual and links to the page it used, which opens here in a new tab.

Find or share a past conversation

1. In the sidebar under Recent, choose Mine for your own conversations or Team for conversations shared across your agency.
2. Click a conversation to reopen it; click Load 5 more to see older ones.

Example questions by role

Role	Try asking
Owner / CEO	"Why are technology expenses high this year?" · "Summarise the agency's month in five bullets." · "What is our producer concentration risk?"
Sales lead	"Which deals have been stuck in Quoting for more than 30 days?" · "Cross-reference the pipeline with existing policies."
Producer	"What renewals need my attention this week?" · "Draft outreach for my at-risk accounts." · "Generate a strategic summary for this account."
Finance	"Which carriers have the largest commission shortfall this year?" · "Which receivables are older than 90 days?"
Service lead	"Which producers are overloaded?" · "Which clients have coverage gaps?"

TIP

Be specific about time, people and scope: "Alex's commercial renewals expiring in the next 30 days over $5,000" gets a sharper answer than "renewals".

Good to know

ARI can make mistakes. Check important figures against the screen or the source record before acting, and review every draft before it is sent. ARI only sees data you are allowed to see.

Coming soon

• Answers that cite the exact records, metrics and files they used.
• ARI starting approved actions (for example creating a task or updating a deal) after your confirmation.
• Sharing a conversation with a named colleague or pinning it to an account.