Binder Your brokerage’s knowledge, connected to AI.

How Binder works

From your documents to answers.
Inside ChatGPT or Claude.

We organize your carrier appetite guides and internal procedures into a reliable knowledge system, then make it available wherever your producers already work.

1

Provide your sources

Share carrier guides, eligibility manuals, and brokerage procedures in the formats you already use.

Adobe Acrobat PDF Microsoft Word Microsoft Excel
2

Binder ingests and connects

With a human in the loop, we catalog each source and map its structure, rules, and exceptions.

Human-reviewedSource-verified
3

Connect your AI workspace

We help your administrator connect Binder to ChatGPT or Claude through an MCP integration.

ChatGPTClaude
4

Ask, follow up, and verify

Ask questions in your familiar AI tool, explore the details, and review the supporting source material.

AskCompareVerify

Getting connected

A straightforward setup.
A team to help.

Start with your business AI workspace and the documents you want your producers to use. We’ll help you work through the connection.

Your chosen AI workspace

Choose ChatGPT or Claude. We confirm your plan and workspace can support the Binder connection.

The right administrator

Work with the person who manages your AI workspace to enable the connector and configure access.

A focused set of sources

Start with the guides and questions that matter most. We prepare the material and validate the experience with your team.

A few practical questions

Simple to understand.
Supported from the start.

What is MCP?

MCP is the connection that lets ChatGPT or Claude use Binder to find information in your brokerage’s approved documents. We help with the setup so producers can focus on their questions.

What kind of account do we need?

Start with a business workspace in ChatGPT or Claude. We’ll confirm supported plans, administrator permissions, and user access before setup. Each producer uses their own authorized account.

How long does setup take?

The main bottleneck is ingesting and organizing all of your documents. We aim to have your team up and running in a couple of weeks, depending on the volume of material and access requirements. We agree on the setup schedule with you before work begins.

Do producers need another dashboard?

The question-and-answer workflow takes place in ChatGPT or Claude. Your team can ask follow-up questions and review the source references in that conversation.

What happens when documents change?

Source updates are part of the ongoing Binder service. We agree with your team on how revised carrier guides and internal procedures enter the knowledge base.