Everything below is the install, not the brochure.
What runs from day one, what your own data unlocks at day 30, and what's still on the roadmap, labeled honestly. Watch it all run on the live demo.
Your mornings come back first.
Live within 48 hours of one setup call. Draft-only for the first two weeks: nothing sends to anyone without a human tap. That's not a limitation, it's the point.
The morning brief
One message at 7am: the handful of things that actually need you. Forty-one emails overnight becomes one message saying three things need you today. The first brief lands within 48 hours of access.
Inbox triage, every 15 minutes
Every inbound email classified as needs-you, delegable, FYI, or noise. The 9pm prospect email is sorted with a reply drafted before your coffee.
The approval queue
Replies drafted in your voice wait for one tap. Nothing sends to anyone without it. Nine overnight drafts, approved from your phone.
Voice calibration
It reads your sent mail before it drafts a word, which clients get two lines, which get a paragraph. If a draft doesn't sound like you, the day-3 check-in fixes it the same day.
The chaser
Any thread quiet three business days gets a follow-up drafted, nobody has to remember. The carrier that went silent on Tuesday's question gets chased Friday morning.
Commitment capture
“I'll get you that by Friday” written on Tuesday resurfaces Thursday, done or flagged. Promises stop living in anyone's head.
The end-of-day digest
A 5pm summary of what moved, what closed, what's waiting. You leave at five knowing nothing is silently on fire.
Thirty days of context on day one
The last month of mail is read at install, so brief number one already knows which threads were stalled before Regesta arrived.
It lives where your office already talks
The brief and the queue arrive in Teams, Slack, SMS, or an email digest, whichever the office already checks. Nobody learns new software.
The portal
One login for you and your team: Today, The Floor (your whole operation as a live map), The Record, your Report, Team & Agents, and Rules & Record. A window, not a workflow.
The Friday note
Four lines every Friday with real numbers. Every stat is counted from the record, never estimated.
A zero-disruption install
One 30-minute call. You grant two permissions with your own clicks. No passwords ever change hands, and the office works tomorrow exactly as it did today.
Built so an insurance agency is allowed to buy it.
Capability without controls is the version you can't defend to your E&O carrier. This is the version you can.
Authority is earned in stages
Day one, everything drafts for your approval. From week 2 you may unlock the two lowest-risk categories by a rule you sign. Autonomy widens only on your signature, never by drift.
The rules are walls
Limits are enforced in the machinery, not written in instructions. An after-hours client send doesn't get discouraged, it gets blocked, and the block is in the record.
The regulated-content wall
Coverage statements, bind confirmations, and policy interpretation are never drafted at all. They are flagged for a human to write, permanently.
The append-only record
Every action ever taken, including blocked attempts, in a record that cannot be edited after the fact. Exportable when you leave, with a written destruction attestation.
Your data stays yours
Mail stays in your mailboxes. The ledger lives in your environment. Your own account with the AI provider, in your agency's name. Access is revocable from your side, any hour.
An isolated environment per agency
Your agency runs in its own dedicated environment, never pooled with anyone else's.
We know before you do
Heartbeats from your environment alert Regesta within minutes of trouble. If a brief is ever late, you hear “my fault, here it is” before you've noticed.
The off switch
One click stops everything. The record stays. You can pull the plug yourself at 11pm without calling anyone.
Then your own data starts doing the selling.
Nothing gets automated because it sounded automatable. It gets rebuilt because your record ranked it worst.
The Workflow Report
Thirty days of watching the work produces the map: volumes by workflow, how much of what you touched never needed you, the top stall points in day counts, and the single most expensive leak. Every number traces to the record, and the report states its own accuracy check on the page.
Seats for your team
Your CSR and producer get the same machinery: their own brief, their own triage, their own chaser. Introduced in a 15-minute conversation, consent first, and reporting names workflows, never people.
Handoffs, finally measured
Agency work dies between inboxes. With both sides visible, the certificate request that sat three days between two people becomes a measured stall, not an argument.
Workflow rebuilds, one at a time
The worst leak gets rebuilt to run end to end. It runs in parallel with the human for a week, flips only when you say flip, and the before-and-after goes on paper.
Each rebuild joins the roster
Every rebuilt workflow becomes its own team member that runs one job on a leash. The renewals one can only touch renewals, which is both the engineering and the sentence your E&O reviewer accepts.
Your systems, as its own audited user
For builds that touch your management system, it works as its own named least-privilege user, so its work is separately visible in your AMS's own audit trail. Carrier portal credentials live in your vault.
A memory that compounds
Voice, precedents, client quirks, and workflow rules deepen every day it runs. By month six the agency runs on the system, not on anyone's memory, and a new hire inherits a system instead of a mess.
Designed, not yet on the menu.
These exist in the architecture and are labeled here so nothing on this page oversells. When they ship, they'll move up.
Message the agent from any seat
Reply to your brief with an instruction, including by text, with anything client-facing still routing to your queue.
Ask Regesta, answered
The portal's command bar answering any question about your operation with the history behind it.
Screen-level observation
An opt-in shadow add-on that sees the work email never touches, screenshots never leaving the person's machine.
Twenty minutes on a screen share: a live system running a real business, and what your agency's mornings would look like with one.