Kairos AI Legacy Builder
Enter the team password
Only people with the password can upload policies or write to GoHighLevel.
New policy
Upload the Policy Document
Drop the carrier's approval or policy PDF. AI pulls out the client, coverage and billing details, and you check them before anything touches the contact.
Each policy PDF is linked in a note on its contact when you approve. Unsaved uploads are deleted after 3 hours.
document.pdf
Reading the policy
This usually takes 15–40 seconds.
Check before saving
Face amount
Premium
Before saving to 's contact
Choose the follow-ups
Pre-set from your defaults. Change anything for this client.
Saved
Saved to GoHighLevel.
What the AI read from the document
Kairos AI Legacy Builder · Policy Intake