Pre-Call Intelligence Briefing

Before you dial, OmniShield pulls every policy, gap, renewal date, and risk signal from your AMS — then generates your talking points and meeting objective automatically.

Pre-Call Briefing

Search a client → get full risk profile, gap analysis, and AI-generated talking points before the meeting

Live Call E&O Shield

Watch real-time transcript streaming with E&O alerts firing as risky statements are detected

Pre-Call Intelligence Briefing

Search a client to generate your meeting prep brief

Your book — clients needing attention

Marcus Rivera

Rivera Auto Group · Automotive Dealership

Renews in 23dModerate Risk

Revenue

$12.4M

Employees

47

Last Contact

47 days ago

Gap #1Gap #23 active
Generate Briefing

Dr. Priya Patel

Patel Dental Group · Healthcare / Dental

Low Risk

Revenue

$3.8M

Employees

18

Last Contact

12 days ago

Gap #1Gap #23 active
Generate Briefing

Robert Smith

Smith Manufacturing LLC · Light Manufacturing

Renews in 8dHigh Risk

Revenue

$28.1M

Employees

134

Last Contact

91 days ago

Gap #1Gap #24 active
Generate Briefing