Serve more clients without serving up their data.
Quote faster, stay compliant, and earn trust — with an agent that handles the busywork and guards the file.
It's already working before you ask.
A renewal is due. Kai assembles the client picture and the options before the call.
A claim needs the right form and the right disclosure. Counsel has both, compliant by default.
A carrier's agent requests records. Nav shares the minimum scope, for this case only, and logs the consent.
Pre-installed around how you work.
Kai
Coordinates money, consent, and daily decisions — your One's right hand.
Counsel
Reviews contracts, flags risks, and handles the compliance questions you'd rather not.
Nav
Negotiates with every outside agent and filters each request before it ever touches your data.
A book of business that grows on trust — with client records that stay private and a paper trail that writes itself.
A Puppy for every kind of life and work.
Your life, handled. →
Care, Style, Roam, Kin, and Home — a private household of agents that remember everything and never sell you out.
Your practice, on private AI. →
Give every client the attention of a full team — without giving up their data, or yours. One advisor. One Puppy. One loyalty.
Your company's chief of staff. →
Run operations, close deals, and keep every commitment — with a household of agents that answer only to your business.
One office. Every entity. Total discretion. →
Coordinate people, entities, and decisions across the whole family — with privacy that is structural, not promised.
Bring a Puppy to your world.
Reserve a One and put a private, on-device agent to work for you — pre-installed on the hardware you own.