PolicyDock Enterprise Knowledge Hub is a private AI intranet built for insurers, MGAs, brokers, and document-heavy businesses. Upload your policies, contracts, and client files into knowledge pods — and let your team chat with their own data without sending a single byte to a public AI model.
Public chatbots are powerful but wrong-handed for regulated work, confidential client files, and anything a competitor or regulator would love to read.
Policy wordings, claims files, client portfolios, underwriting decisions — none of it belongs in a public LLM where it could be logged, reviewed, or used for training.
Carrier appetites in PDFs, treaties in shared drives, claims procedures in SharePoint, regulatory updates in someone's inbox. Your producers and adjusters waste hours just finding things.
Six-figure contracts, 18-month implementations, dedicated AI teams. Most firms need something basic, private, and live this week — not a full transformation program.
Built for industries where documents are the product and confidentiality is the contract.
Make every underwriter as fast as your best one. Surface policy precedent, treaty wordings, and claims handling guidance from a private hub that never trains anyone else's model on your book.
Producers ask "who'll write this risk?" and get a cited answer in seconds — not after digging through 14 carrier PDFs. Account managers ringfence client files in private pods. Nothing leaks across the wall.
Track multiple client rule sets and changing regulations across jurisdictions. One pod per client, one pod per regulator, instant cross-reference for the compliance officer reviewing every transaction.
Boutique law firms, regional accounting practices, specialty engineering firms — any document-heavy mid-market business where confidentiality is the product and knowledge fragmentation slows everyone down.
No 200-feature dashboard. No buzzwords. Just the three things your team will actually do every day.
Create a pod for each carrier, client, regulation, or department. Drop in documents. Each pod becomes its own private knowledge base — the AI only knows what's in it.
Producers, underwriters, adjusters, and compliance officers ask questions and get grounded answers — every claim traceable to the source document. No hallucinations slipping past as facts.
Pod owners grant access between employees, knowledge base by knowledge base. Managers can query across pods they own. Account managers keep client work ringfenced. Nothing leaks across the wall.
PolicyDock has been built around the data-handling standards regulated industries actually need. The privacy story is short — because it has to be.
Your documents and queries are never sent to public LLMs and never used to train any AI model. Ever.
The AI runs on dedicated infrastructure we control. No third-party model providers seeing your data, no public APIs in the loop.
Each knowledge pod is isolated. Cross-contamination between client accounts, carriers, or departments is impossible by design.
Basic on purpose. Easy to roll out, easy for your team to learn, easy to govern.
Group documents by carrier, client, regulation, or department. Each pod gets its own AI scoped only to what's in it.
Grant Admin, Editor, or Viewer rights between employees on every knowledge base. Pod owners control their own membership.
Ask plain-English questions. Generate cover notes, claims summaries, compliance reports — grounded in your own files with full citations.
Managers and executives can query across multiple pods at once, spotting patterns and risks no single team would have caught.
PDFs, Word, Excel, PowerPoint, plain text. Drag, drop, indexed.
"Easiest software rollout we've ever done. The whole team was using it within two weeks — no integration project, no real learning curve, and the year-end invoice was exactly what we signed for. No hidden costs."Managing Director, Top 5 Global Accounting Firm Anonymized at customer's request
Pick the plan that matches your team size. AI token usage is included with each plan — no per-query metering.
No. Ever. Your documents and queries are isolated to your hub and never used to train any AI model — ours or anyone else's.
We use leading frontier models, deployed on our private cloud. Your data never leaves that environment.
Two days. We mean it. The Standard plan is provisioned and ready to use within 48 hours of signing.
Their access is revoked immediately by the pod admin or your hub administrator. Their past queries remain in the audit log.
Yes. Permissions are pod-level. Pod owners grant Admin, Editor, or Viewer access between employees, knowledge base by knowledge base.
Move up — Standard to Professional to Enterprise. Your pods, members, and configurations come with you. Enterprise also lets you deploy on your own custom domain.
Your monthly allowance resets each month. If you exceed it, overage is billed at $40 per 1M output tokens at the end of the month — no per-query meter, no surprises. We'll flag it well before you hit it.
The Knowledge Hub stands alone. If you're already a PolicyDock customer, it sits alongside your insurance platform — using the same private-cloud infrastructure and the same security posture you already trust.
Book a 20-minute demo. We'll walk through the platform with a sample pod — and scope a deployment for your team.
Book a demo →