Most SaaS tools send you a login and wish you luck. We do not. Every OmniShield AI agency gets a dedicated setup specialist, a custom-configured alert engine, and a live onboarding call — so you are catching E&O gaps on your first real call, not your fiftieth.
Every item below is completed by your dedicated setup specialist before your 30-day check-in. You do not need to configure anything yourself — that is the point.
Full API connection between your AMS and OmniShield AI. Every client, policy, x-date, and claim synced in real time. We configure the field mapping, test the sync, and verify data integrity before you go live.
Your book of business is unique. We review your top 20 client profiles and configure OmniShield's alert engine to flag the specific gaps most common in your agency — not a generic template. Commercial lines, personal lines, and specialty risks all handled.
Live screen-share session with your dedicated setup specialist. We walk through every screen, run a live call simulation with your actual client data, and make sure every agent on your team knows exactly how to use the E&O Shield and Pre-Call Briefing before the call ends.
We load your top 10 carrier appetite guides into OmniShield's matching engine so the system knows which carriers to surface for which risk profiles — specific to your agency's markets, not generic industry defaults.
Every agent on your plan gets their own login, role-based permissions, and a personalized dashboard view. We handle the invites, verify access, and confirm each agent can run a live call before we close out setup.
One month after go-live, your setup specialist reviews your usage data, identifies any alert rules that need tuning, and answers questions from your team. Most agencies find 2–3 additional coverage gaps to address in this session.
We are limiting the founding cohort to 20 agencies so every setup gets the full attention of our team. When those spots are gone, the onboarding fee increases to $799 and setup timelines extend to 10 business days.
An alert engine configured with the wrong rules will give your agents false confidence. They will assume a client is covered when they are not. That is not a software bug — that is an E&O claim waiting to happen. We configure your rules manually, not from a template.
Agencies that complete our onboarding call catch their first coverage gap within 48 hours of going live. Agencies that skip it take an average of 3 weeks to use the product consistently. The call is not optional — it is the activation event.
Your E&O carrier cares about documented process. OmniShield AI generates automatic file notes for every call — but only if the AMS integration is correctly configured. We verify this during setup so your documentation trail is airtight from day one.
Request early access and we will reach out within 24 hours to schedule your kickoff.