Common questions answered
Everything you need to know about Effara and how it can transform your brokerage.
Still have questions? Contact usEffara is an AI-powered automation platform that automates insurance broker workflows using AI agents. Effara is designed specifically for independent and SME insurance brokerages that struggle with operational inefficiency and manual workflows.
Effara deploys proprietary AI agents that handle complete insurance workflows autonomously—from document intake and data extraction from PDFs and emails to carrier submissions. The AI agents continuously learn and improve from real workflows.
No. Effara works with any insurance carrier, even those that don't offer integrations. We extract data directly from policies and documents, eliminating the need for traditional carrier integrations.
Many brokers prepare RFP background material in Excel. Effara can automatically prefill your existing Excel templates with data from our system, so you can work with any insurer. We also support sending RFPs directly through insurer integrations where available, and we're happy to build custom integrations with your insurers.
Effara significantly speeds up policy processing by automating repetitive tasks. Brokerages using our platform report substantial time savings on manual workflows, allowing teams to focus on higher-value client work.
Absolutely. Effara enables scalable growth without additional headcount. By automating repetitive tasks and workflows, your existing team can handle significantly more policies and clients.
Unlike legacy insurance software platforms that require high-touch onboarding, Effara delivers plug-and-play AI agents that automate entire workflows out of the box—no coding or IT resources required.