C

Cara

Agency-focused AI for insurance sales

Forward Deployed Broker

Full-TimeUpdated on 10/23/2026
No salary listed
Mid
New York, NY, USA
Remote
Solution EngineeringImplementation & Technical Account Management

About the job

Requirements
  • At least 3 years of experience in insurance brokerage as a producer, account executive, in operations, or in consulting.
  • Strong relationships or familiarity with mid-market or enterprise brokerages.
  • Enjoy selling, expanding accounts, and closing deals.
  • Deep curiosity about artificial intelligence and its effect on workflows.
  • Ability to communicate effectively with operators and executives.
  • A builder mindset, with the ability to implement solutions rather than only advise.
Responsibilities
  • Embed with enterprise brokerages to understand workflows across sales, servicing, and operations.
  • Design and deploy artificial intelligence workflows using Cara.
  • Advise leadership, including COOs, heads of operations, and producers, on leveraging artificial intelligence across the organization.
  • Own the full customer lifecycle from initial deal through onboarding and scaled adoption.
  • Drive account expansion and revenue growth by identifying high-impact use cases.
  • Translate real-world workflows into product insights in partnership with engineering and product teams.
  • Prototype quickly, iterate with customers, and deploy solutions in days.
  • Help define and scale best practices across Cara’s customer base.

About the company

Cara is a domain-specific AI platform for the insurance industry that serves as an agency intelligence system for insurance agencies, brokerages, and wholesalers. It helps these organizations accelerate sales and automate servicing through modular software components designed for insurance workflows. The platform operates as a B2B SaaS product with modules for sales acceleration and service automation, using insurance-specific language, products, and processes to fit enterprise needs. Unlike generic chatbots, Cara targets professional insurance brokerages and emphasizes enterprise-grade workflows and proven adoption by leading brokerages. The goal is to help agencies grow revenue, increase efficiency, and improve servicing by providing tailored AI tools and trusted, scalable automation.

Company Size

11-50

Company Stage

Seed

Total Funding

$8M

Headquarters

New York City, New York

Founded

2024

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Simplify's Take

What believers are saying

  • Raised $8 million on 2026-03-31, extending runway for product and integrations.
  • Reported seven-figure ARR in seven months, with hundreds of brokerages and thousands of agents.
  • Word-of-mouth adoption and FirstChoice's 715+ agencies show strong distribution momentum.

What critics are saying

  • Vertafore's 2026 AI agents attack Cara's core workflows with incumbent distribution power.
  • Heavy reliance on insurer-specific integrations creates long enterprise sales cycles and implementation drag.
  • If large agencies standardize on Vertafore or Applied, Cara becomes a niche point solution.

What makes Cara unique

  • Insurance-native workflows: ACORDs, COIs, proposal generation, and policy comparisons.
  • Deep distribution integration: AWS, AMS, CRM, and agency-management system workflows.
  • Early enterprise credibility: McGowan, FirstChoice, VIAA, and HawkSoft references.

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Growth & Insights and Company News

6 month growth

-3%

1 year growth

0%

2 year growth

0%
Noah Business Intelligence
Jul 16th, 2026
Cara raises $8M to automate insurance brokerage workflows with AI

Cara, an AI platform for insurance brokerages, has raised $8 million in seed funding led by Kearny Jackson. Backers include former Stripe COO Claire Hughes Johnson, OpenAI's Colin Evans and Vouch Insurance CEO Sam Hodges. The company, founded by Vic Yeh, Nikhil Kansal and Jonathan Patel, initially built software for its own brokerage before selling that business to The McGowan Companies in 2025. It now automates administrative tasks including proposal generation, policy comparison and certificate production for insurance agents. Cara reportedly reached seven-figure annual recurring revenue within seven months and now serves thousands of agents across the US. The company has posted 60-times year-on-year ARR growth and works with hundreds of brokerages. The funding will support AI research, product development and deeper integrations with agency management systems.

PR Newswire
Mar 31st, 2026
CARA RAISES $8 MILLION TO HELP EVERY INSURANCE BROKERAGE GROW ITS BOOK

/PRNewswire/ -- Cara, the AI platform for insurance brokerages, today announced $8 million in seed funding led by Kearny Jackson, with participation from...