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How Does BAX Work?

BAX is a document search and indexing platform that transforms how insurance producers find, organize, and access information across customers. Designed so that producers spend less time searching, and more time engaging with customers.

Store

  • Load customer documents into BAX via drag and drop or batch upload

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  • Connect any external applications desired, such as email inboxes or document management systems

BAX document view.PNG

Store on Gmail

  • Open Gmail

  • Click on a customer email

  • Navigate to BAX outlook plugin

  • Click import email
     

BAX Email View.PNG

Search

  • Ask BAX a question about a customer

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  • Receive a cited and annotated response in seconds, complete with accessible files

BAX usage.PNG

Search on Gmail

  • Open Outlook

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  • Navigate to BAX outlook plugin

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  • Ask BAX a question about a customer

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  • Receive a cited and annotated response in seconds, complete with accessible files

Email Search.PNG
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