Skip to content

CITE: Faster Filings. Fewer Errors. Stronger Insurance Reports.

CITE transforms insurance documentation with one-click citations, centralized supporting documents, and interactive, regulator- or audit-ready PDFs—all in one app. cutting prep time and reducing rework across the caseload. How we handle data is on the Security page.
Download free trial Book a demo

One App. All Sources. Reports in Record Time.

Faster to write. Faster to review. That’s the ROI.

From NAIC filings to claims investigations, CITE accelerates every stage of insurance report creation—bringing policy documents, actuarial data, claim files, and third-party evidence into one unified workspace. The report and its sources stay connected from the first draft through review. A short pilot on a few real reports will show the time save.

Ditch the fragmented workflows. No more chasing down documents, formatting references, or manually bundling exhibits. CITE’s integrated source-to-report experience keeps your team focused on the content—not the chaos.

CITE isn’t just a citation tool—it’s a full-featured report drafting platform tailored for the insurance industry. Use customizable templates for filings, memos, or audit responses. Format with ease using Word-style editing designed for compliance and claims teams.

With a single click, generate a regulator- or auditor-ready PDF that includes your report, embedded citations, and a clickable library of source files—no manual document bundling needed.

Stop rushing before audit or DOI exam deadlines. CITE maintains a live connection between every citation and its underlying evidence so your team is always ready to respond.

Free your staff from version control and formatting drudgery. Spend more time refining reserve assumptions, improving risk modeling, or navigating regulatory changes.

We offer a free pilot for organizations that want to run CITE on their own files. Three to five source-intensive reports will show what faster writing and faster review are worth.

Built to Integrate, Designed to Deploy

CITE Works With Your Tools—No Migration Needed

CITE fits into your tech stack, boosting productivity without forcing new platforms.

  • CITE works with your existing platforms, such as SharePoint, Guidewire, custom claims systems, and more, without requiring API-level integration
  • Convert up to 100+ file types and easily upload claim files, actuarial workbooks, policy references, and any other supporting documentation
  • Full offline functionality—perfect for field-based underwriters or adjusters
  • Built-in audit logs and time-stamped citations support defensibility and compliance
  • Export fully interactive PDFs for regulators, reinsurers, auditors, or stakeholders

Built for Insurance Teams

Aligned Teams. Consistent Workflows. Seamless Handoffs.

Whether you’re managing compliance submissions, responding to regulators, or preparing actuarial justifications, CITE ensures your entire organization uses a standardized, efficient, and audit-ready format.

Every report follows a consistent, professional structure, accelerating internal reviews and external submissions.

Share templates for NAIC filings, DOI responses, or underwriting memos. Maintain versioned source libraries and centralized attachments for total traceability. 

When a report changes hands across teams, shifts, or audits, new users instantly understand the logic, sources, and findings. No rework required.

CITE’s interactive PDFs simplify collaboration across departments, subsidiaries, or compliance jurisdictions.

Integrate Your Favorite AI Tools, Your Way

CITE doesn’t force you into a single AI system. Instead, it gives your team the freedom to plug in the trusted tools you already use—like ChatGPT or Gemini—right alongside your evidence and supporting documents. Enhance your analysis, streamline your drafting, and get more out of your casework, all within one unified workspace.

  • Bring Your Own AI – CITE supports integration with the tools you already trust—all without proprietary lock-in or vendor limits.
  • Summarize regulatory notices or long DOI correspondence
  • Refine narrative or prepare structured risk summaries
  • Generate executive summaries for board or audit committee reviews

Frequently Asked Questions

CITE is Windows desktop software you install locally. Download the free trial, then run CiteSetup.msi. When you first launch CITE, you can set up your license in the app—choose a free trial or a paid plan. You do not have to activate a license before you open CITE.

Create or open a project (.cit file) and import supporting documents. Open those files in the Viewer, then create citations to them in the report editor. When you are ready, export a linked interactive PDF for reviewers.

Want a walkthrough first? Book a demo through the contact form. Enterprise customers can add dedicated onboarding and customized training.

Most users are up and running in under 30 minutes. CITE’s interface is intentionally designed to feel familiar to anyone who’s used Microsoft Word. Enterprise licenses include personalized onboarding sessions, group training, and a dedicated account manager to help configure workflows and templates.

Yes. CITE runs locally, supports full audit trails, and uses time-stamped citation tracking for defensibility.

Absolutely. Use firm-specific templates for filings, risk reports, or exam responses with custom citation styles supported.

Yes. Export an interactive PDF they can open with any standard PDF reader, citations and sources included.

 

Optionally. CITE does not require AI. If you connect a verified provider (ChatGPT or Gemini—using your account/API arrangement), you can use assisted actions such as summarize, rewrite, or extract key points on text you choose to send. That transmission goes to the provider you selected under that provider’s terms; it does not go to an in8development-hosted model. Do not connect AI, or send source material, unless that provider meets your security obligations. See Security for the shared-responsibility summary.