InsurEco News
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InsurEco
The Portal service desk now triages email and tracks SLAs
The service desk in the InsurEco Portal now takes in email from Gmail and relay forwarding, triages and assigns tickets into queues, and tracks first-response and resolution times. A new report with filters and CSV export lets support teams measure their own work without a separate helpdesk tool.
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InsurEco
insurancetech.dev: an open board for developer ideas in insurance
insurancetech.dev is an open idea board where developers pitch insurance products and choose the rails to build them on. It already lists 8 ideas, 2 of them live, and a person reads every pitch and replies by email. If you build software and have an insurance idea, this is where to send it.
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InsurEco
Bring your own domain: client-owned domains in the Builder, Docs and Portal
The Builder and Docs now support external, client-owned domains through Cloudflare for SaaS custom hostnames. In the Portal, those domains carry a Client chip and can be filtered by owner in the estate table. Partners can now run InsurEco-powered sites on web addresses they own.
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InsurEco
From application to answers: forms and responses now live in the Portal
Portal users can now open bio-vault forms and bio-api answers directly, and application requests link straight to the forms and answers lists. The change cuts the hops between collecting information and acting on it.
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InsurEco
Insurance at the moment of purchase: designing day-one cover into a pet marketplace
A homepage concept for a dog-breeding marketplace puts verified puppies, day-one insurance and a vet video visit on the same screen as stud matching and litter planning. It is a working example of embedded insurance that reads as part of the product, not an add-on, and it raises the data questions any embedded program has to answer.
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InsurEco
InsurEco weekly roundup: week of October 12, 2026
This week InsurEco published four pages for the new Insurance Data Trust, a guide to sending Relay email from your own domain, and several updates to askjefferson.com. Here is what was published and why it matters.
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InsurEco
Introducing the Insurance Data Trust: every record has an owner, every access is visible
The Insurance Data Trust is a manifesto built on three principles: every record has an owner, every access is visible, and sharing happens only with consent. The five-commitment pledge is live now, and the shared tools launch with Voyager.
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InsurEco
How the Insurance Data Trust works: consent receipts, a visible access log and an anonymous pool
A pledge about trustworthy insurance data only means something if you can see how it works. This walkthrough covers the three working parts of the Insurance Data Trust: consent receipts, a visible access log and an anonymous data pool with privacy protections around it.
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InsurEco
Coming in Q1 2027: the first State of Insurance Data Trust report
In Q1 2027 we plan to publish the first State of Insurance Data Trust report, covering pledge counts, consent and access practice, and aggregate patterns from the anonymous pool. Organizations that sign before publication will be counted in it and listed among the signatories.
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InsurEco
Safer chain writes: the new Chain Gateway, with testnet-first pickers and mainnet confirmation
Chain writes at InsurEco now run through a gateway service instead of the old private-key setup. A new console page brings signers, policies, chains and transactions into one place, with testnet-first options and an explicit confirmation before anything reaches mainnet.
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InsurEco
This week in the Portal: shared headers and footers, a personal inbox and faster dashboards
Three Portal improvements shipped this week. HypeSites now support reusable headers and footers, a new notification inbox gathers client requests and ticket comments in one place, and dashboards show loading skeletons and run parallel queries for a faster first paint.
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InsurEco
InsurEco weekly roundup: week of October 19, 2026
One post went up this week, on making loss run requests faster and free on loss.run. Across the company, PolicyOS published a claims integration guide for third-party administrators, the InsurEco News home page took shape, and the My Life, My Data site updated its home page.
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Jefferson
Jefferson Meetings is live: notes in minutes, recordings on our own servers
Jefferson Meetings has been live since 8 October 2026 at meet.jefferson.bio. Run a meeting one of three ways and your notes arrive within minutes. The audio and transcripts stay on InsurEco's own servers, which matters when your conversations involve client data.
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Jefferson
Restricted meetings: only the people in the call can see it
Some agency conversations shouldn't be visible to the whole team. The new Restricted flag in Quill Meet limits a call to its host, attendees, invitees and platform admins. Here is what it does, how to set it before or after recording, and how to check that it worked.
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Jefferson
Consent first: how Jefferson asks every participant before recording
A note-taker is only useful if everyone in the meeting is comfortable with it being there. Here is how Jefferson handles recording: each participant is asked, a consent notice is built in, rooms can be limited to your organisation, and recordings are kept on InsurEco servers.
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Jefferson
Quill Meet 0.6.0 for Mac: Recording, Notes and Action Items on the Desktop
Quill Meet for Mac version 0.6.0 is available. It records your meetings and produces notes and action items, so the follow-up is written down before you've closed the call. A Windows version is coming soon.
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Jefferson
Quill Notify 0.2.0: Jefferson in Your Mac Menu Bar
Quill Notify 0.2.0 brings Jefferson to your Mac menu bar. It adds banners you can answer directly, full-screen alerts for urgent items, an inbox and widget, quiet hours, optional SMS, and screenshots on request. Here is what each feature does and where to get it.
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Jefferson
The Quill family roadmap: Notify now, Meet new, desktop and iPhone next
Jefferson is moving onto the desktop through a family of apps called Quill. Quill Notify is available now, Quill Meet is new, the full desktop Quill app is coming soon, and Quill for iPhone follows after that. Here is the order, and what each step means for your team.
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Jefferson
What a Private AI Chief of Staff Means for Agencies and MGAs
The refreshed askjefferson.com home page, now in the J-Wave After Dark theme, puts one idea up front: Jefferson as a private AI chief of staff for agencies and MGAs. Here is what we mean by that, what we don't mean, and how Jefferson's own meeting notes sit alongside tools like Fireflies.
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PolicyOS
Who answered your client's last question?
When a quote goes out as a PDF, the client's questions often go to the chatbot in their PDF reader, one you never see. The doubt behind each question never reaches you either. PolicyOS sends the same quote as a link under your agency's name, so the questions come straight to the producer.
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PolicyOS
Your quote just got a second opinion.
When a client gets a PDF quote by email, the next conversation often happens with a general-purpose AI, not with you. That assistant has no reason to keep the client with your agency, and it may suggest shopping around. PolicyOS sends the quote as a link under your agency's name, so the explanation and the questions stay with the agent.
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PolicyOS
Whose logo is on your quote?
An emailed PDF quote opens inside someone else's software, with someone else's AI button sitting on top of your work. PolicyOS keeps the agency's name and colours on every screen the client touches, from the quote to the questions, the signature and the payment.
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PolicyOS
Three emails to bind one policy.
Binding a policy the PDF way takes three tools and three emails, with the outstanding items buried as numbered lines on page 5. PolicyOS puts review, questions, signature and payment on one link sent under the agency's name, and the agent keeps a record of what the client saw.
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PolicyOS
From a Stack of Carrier Quote PDFs to One Proposal Your Insured Can Actually Read
Every independent agency knows the routine: quotes come back from several carriers, each in its own format, and someone has to turn them into something the insured can follow. PolicyOS AI Proposals takes the carrier quote PDFs you already have and returns one proposal the insured can read, sign and pay from a single link.