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Arti Assist by GTA Technology

The AI Co-Worker for Real Insurance Work

AI-driven execution across AMS, carrier portals, documents, and
advisor tools — with compliance and control built in.

Arti Assist is the advisor and agency execution layer of the GTA Technology
platform. It coordinates real insurance work across multiple systems, helping agencies increase
efficiency, improve consistency, and strengthen compliance across daily workflows. Arti Assist
combined with Protect can reduce manual work and rework by up to 60%.

See It in Action — Coming Soon Request a Pilot Briefing
Why Arti Assist

Arti Assist is the future for insurance
advisors

Arti Assist is an AI-interactive platform that removes layers of manual
work and improves compliance, productivity, and profitability.

What Arti Assist does:

  • Works across the systems advisors use daily
  • Remembers the advisor’s ongoing work across tasks.
  • Organizes the information needed as it becomes available from multiple sources
  • Trains and guides advisors and staff at every experience level.

Arti Assist is a highly productive, flexible intelligence layer that elevates every advisor and staff member,
regardless of role or experience. It scales best practices, reduces dependency on individual expertise, and ensures
consistent execution across the organization.

What Arti Assist is

Arti Assist reduces repetitive administrative workload by executing structured insurance tasks inside your existing systems, with human approval required at every critical step.

From personal auto and homeowners quoting to ACORD form preparation, certificate generation, renewal tracking, and structured follow-ups, Arti Assist coordinates multi-step workflows across disconnected platforms.

It runs locally, respects regulatory boundaries, and maintains a persistent task memory so nothing is lost, duplicated, or executed without authorization.

How Arti Assist Executes Real Insurance Work

Arti Assist brings structure to multi-system
insurance workflows.

  1. 01

    Advisor Request

    Advisor intent is translated into a structured task plan — not a chat response. Every request becomes a defined workflow with required inputs and checkpoints.

  2. 02

    Threaded Task Memory

    Each workflow lives inside a persistent task thread. Work can pause, resume, and reactivate when new data arrives. Nothing resets. Nothing is lost.

  3. 03

    Multi-Source Validation

    Data is reconciled across systems, documents, and prior records. Each field is tagged with source and confidence before execution continues.

  4. 04

    Explicit Approval Gates

    No submission, bind, email, or policy action occurs without advisor confirmation. Regulated steps require human authorization.

  5. 05

    Complete Audit Logging

    Every action is timestamped, source-tracked, and reviewable. Execution history is preserved for visibility and compliance.

This model allows insurance workflows to unfold while maintaining structure, traceability,
and advisor control throughout.

The paperwork that runs every agency

COI and ACORD forms, automated

The U.S. industry processes about 400M certificates and 275M ACORD forms every year.

Protect by GTA Technology

Protect surfaces the requirement, pulls the verified client and policy data, and organizes it in one place. Your team completes and issues the certificates or ACORD form.

Arti Assist by GTA Technology

Arti Assist prepares the ACORD forms and drafts the certificate automatically from your Protect data, then holds it for the advisor to approve. Hands-off until you say go.

Requirement Work Flow

ProtectAgent Assisted

Verified Data Agent Completes

Arti AssistAutomated | Approval - gated

Auto Prepared Advisor Approves
Issue
Same task, two levels. Protect helps you do it. Arti Assist does it for you Nothing is issued without advisor approval. Arti Assist prepares and drafts, it never binds or auto issues.
Faster and cleaner than doing it by hand – The agent
still drives each step
Advisor approves once, Arti Assist does the rest Minutes instead of hours, on your highest-volume task
  • Faster quote preparation without duplicate data entry
  • Fewer workflow errors through multi-source validation
  • Structured COI and ACORD processing with traceability
  • Proactive renewal oversight instead of reactive scrambling
  • Clear policy comparison insights for internal review
  • Built-in system guidance that shortens staff ramp time
Core Pillars

The core pillars behind Arti Assist

The only platform that unifies intelligence, automation, transparency, and compliance into a single infrastructure layer capable of delivering industry-wide efficiency and measurable risk reduction.

Productivity

Transforms repetitive, multi-system execution into tracked, structured workflows that improve throughput without forcing agencies into new systems.

Accuracy

Validates information across systems and documents, improving submission quality and reducing downstream corrections.

Compliance &
Control

Approval checkpoints and audit-grade logs support GLBA-aligned, defensible execution, with advisors remaining in control at all times.

Adaptability &
Learning

Learns agency and advisor workflow patterns to improve consistency and efficiency over time while maintaining human oversight.

Assistive
Intelligence

Supports execution, explanation, and drafting while keeping authority with licensed advisors.

Built on Protect

The premium layer on top of Protect

Arti Assist and Protect are powerful independently. Together, they create a closed-loop execution
model that changes how insurance work flows and reduce administrative task time dramatically

When aligned, the impact multiplies

Arti Assist executes what Protect structures. Protect reduces uncertainty and missing inputs. Arti Assist reduces duplication and manual rework. When structured data meets controlled execution:

  • Fewer correction loops occur
  • Fewer documents must be re-requested
  • Fewer forms must be rebuilt
  • Fewer renewals are missed
  • Fewer inconsistencies surface downstream

Agencies spend less time fixing preventable errors and more time advising clients. Early testing shows a material reduction in repetitive administrative workload across supported workflows, while maintaining advisor approval at every regulated step.

Control remains human Execution becomes faster Data becomes accurate and actionable.
Protect by GTA Technology

Risk & data foundation — the verified truth about the client.

  • Policies
  • Assets
  • Verified Client Data
  • Documents
  • Risks
  • Smart Reports

Deployed on its own, or as the foundation Arti Assist runs on.

Arti Assist by GTA Technology

The premium execution layer — it does the work.

  • Quotes
  • ACORD Forms
  • COIs
  • Endorsements
  • Renewals
  • Follow-Ups

Turns your verified Protect data into finished, approval-gated work.

Protect can be deployed on its own. Arti Assist is offered as the premium layer that runs on Protect — it
does not change what the technology can do, it is how we bring it to market today.

Built For

Built for independent agencies, insurance
enterprises, and platform partners

Arti Assist is built for organizations managing real insurance workflows across systems, teams,
and regulatory environments.

Independent and multi-location agencies seeking structured, repeatable execution

Insurance enterprises standardizing workflows across distributed advisors and operating units

Platform partners and technology providers embedding controlled execution into advisor environments

Arti Assist operates at the execution layer — bringing structure, visibility, and approval-
gated control into existing operational systems.

Platform Foundation

Part of the GTA Technology platform

Arti Assist is built by GTA Technology and operates on a shared execution and compliance architecture
that also powers Protect.

These applications function independently — and align through a unified workflow model that connects
intelligence, execution, and governance across the insurance lifecycle.

This shared foundation enables:

  • Structured data ingestion
  • Controlled task execution
  • Field-level traceability
  • Regulatory-aware workflows

Demonstrations available upon request.  Email: info@gta-technology.com