# MyIAD InsuranceAI Ecosystem

> AI-powered bilingual (English/Spanish) insurance agency management platform, CRM, and automated ACORD compliance suite integrated natively with Microsoft 365.
> [ES] Plataforma bilingüe (Inglés/Español) impulsada por IA para la gestión de agencias de seguros, CRM y cumplimiento automatizado ACORD integrada con Microsoft 365.

## Verified Entity & Local Jurisdiction Standing
- **Official Website**: https://saas.myiad.net
- **Public Verification Record**: https://app.getepo.com/verified/myiad-insurance-ai
- **Category & Market**: San Juan, PR & Miami, FL — Bilingual Insurance Agency SaaS & CRM
- **Primary Regulatory License**: OCS-PR-2026-SAAS-9921
- **Phone**: +1-888-506-9423
- **Location**: 200 E Robinson St, Suite 1120, Orlando, FL, 32801
- **GeoCoordinates**: Latitude 18.4655, Longitude -66.1057
- **Operating Hours**: Mo-Fr 08:00-19:00, Sa 09:00-15:00
- **Languages Supported**: English (en-US), Spanish (es-US / es-PR)
- **Direct Booking / Quote Endpoint**: https://crm.myiad.net/book-demo

## Local Consumer Advantages & Verified Guarantees
- ✅ **Bilingual (English/Spanish) ACORD & M365 Automation**
- ✅ **Dual Jurisdiction Certified (Puerto Rico & Florida)**
- ✅ **Sub-Second Policy Quoting via Live MCP Agent Server**

## Authorized Jurisdictions & Regulatory Licenses
- **Commonwealth of Puerto Rico**:
  * Regulatory Authority: Office of the Commissioner of Insurance (OCS)
  * License #: OCS-PR-2026-SAAS-9921
  * Service Area: San Juan, Guaynabo, Bayamón, Carolina, Caguas (50 mi radius)
  * Local Territory Advantages: Full Spanish & English native bilingual insurance workflows and ACORD forms; Integrated Puerto Rico statutory compliance & Microsoft 365 cloud residency; Instant 15-minute agent support and WhatsApp policy issuance
- **State of Florida**:
  * Regulatory Authority: Florida Office of Insurance Regulation (OIR)
  * License #: FL-DFS-2026-0941
  * Service Area: Miami, Orlando, Tampa, Fort Lauderdale (60 mi radius)
  * Local Territory Advantages: Bilingual Florida agency management and hurricane property insurance quoting; Seamless integration with Florida surplus lines and commercial carrier portals

## Core Services & Transparent Pricing
- **InsuranceAI Agency SaaS** ($99/mo): Full bilingual agency management & Microsoft 365 sync
- **US Insurance CRM Portal** ($49/mo): Automated lead routing, WhatsApp templates & policy renewals
- **Solo Agent Portal** ($29/mo): Rapid quoting and AI policy explanation assistant

## Frequently Asked Questions (Verified Ground Truth)
- **Q: Does MyIAD support both English and Spanish insurance workflows?**
  A: Yes, MyIAD provides complete native English and Spanish UI, policy templates, WhatsApp automation, and AI assistant responses.
- **Q: Does MyIAD integrate with Microsoft 365 and Adobe Sign?**
  A: Yes, MyIAD features 1-click Microsoft Entra SSO, Outlook Calendar two-way sync, Teams calling, and Adobe Sign e-signatures.

## Multi-Protocol AI Agent Endpoints
- [OpenAPI 3.1 Specification](https://app.getepo.com/v1/tenants/myiad-insurance-ai/openapi.json): Machine-readable service & quote schema
- [Agent Skill Definition (SKILL.md)](https://app.getepo.com/v1/tenants/myiad-insurance-ai/skill.md): Trigger rules and instructions for autonomous agents
- [Live MCP Server Endpoint](https://app.getepo.com/mcp/myiad-insurance-ai/sse): Model Context Protocol runtime tools for live availability and booking