# Questions agencies ask

Here are the questions agencies ask us most. Each answer is short. Don't see yours? [Talk with us](/contact), or [try the platform](/try?for=commercialinsurance) and see for yourself.

## Is it hard to leave my agency system?
No. We move your accounts, policies, notes and files over for you. Your team keeps working while we do it. By week four, your next renewals run in the new system. A person on our team stays with you the whole way. [See how a switch works](/switching-for-agencies).

## I am starting my own agency. Can I use it from day one?
Yes. You get the client list, the risk interview, renewals, certificates, claims and the books on day one. Your website and marketing are here too. There is no stack of tools to tie together. [See how to start your own agency](/starting-your-own-agency).

## Is my clients' data safe?
Yes. Data is locked as it moves. Each stored file is locked with its own key. Each upload is checked for viruses. Every record is kept as long as your state's rules require. If you ever leave, you get every record in a sealed export. [See how we keep it safe](/trust).

## Does AI see my clients' data?
AI only works with providers that keep none of your data and never learn from it. Every request is checked first. AI reads old policies and loss runs for you, but you check each answer. Nothing goes out until you say yes. [See how AI is used](/ai).

## Does it work with Microsoft 365?
Yes. Connect Microsoft 365 once. Email in and out, your calendar and Teams calls come in on their own. Each one lands on the right account. Use a different email system? [Talk with us](/contact) and we will tell you what fits.

## How does the live demo work?
Give us your work email, and we send you a link. Then you work inside a sample agency as one of its agents. It has made-up businesses and real work in place. See your day, your renewals and your messages. Nothing you do touches real data. [Try the platform](/try?for=commercialinsurance).

## What does the first month include?
Your first month is a trial with no seat charge. You get the whole platform for your agency. Usage and outside charges still count from day one. A person on our team sets up the month with you. Bring a few real accounts and see how fast the work goes. [See pricing](/pricing).

## What will it cost me?
You pay the same price for each seat, plus one fee for the agency. AI use is part of the price, up to a set amount each month. Add up what you pay today with the [cost calculator](/cost-calculator-agencies). Then [try the platform](/try?for=commercialinsurance) and see it work.