Chai-HR - Chai

What it was built for

Streamlining Compliance for the Insurance Industry

Insurance human resources and operations demand precision that generic HR platforms simply cannot provide. Managing state-specific producer licenses, tracking continuing education (CE) deadlines, and auditing complex commission structures require specialized oversight where a single missed renewal can sideline a producer.

Chai-HR is engineered specifically for the compliance-heavy, deadline-driven back office of the modern insurance agency.

One Unified Dashboard

Bring operational clarity to your agency by centralizing every critical timeline-from license renewals and CE cycles to regulatory filings and equipment returns-into a single, priority-ordered dashboard.

Proactive Oversight: Deadlines are automatically organized by urgency, surfacing the oldest and most critical items first.

Risk Mitigation: Eliminate blind spots with automated reminders to ensure continuous compliance across all operational fronts.

Operational Clarity: If your dashboard is clear, your business is clear.

Licensing & CE, watched

Per-state licenses and continuing-education cycles with renewal deadlines surfaced automatically to your calendar, before they become emergencies.

Agency budgeting tools

Set a yearly budget per category and record expenses as they go out, one-off or recurring. Payroll flows in on its own, and the Budget page shows what you should have spent by now and where the year is heading, so overspending is caught before it happens.

Commissions made easy

Import your commission report as-is, review and filter as needed, handle chargebacks, and customize your payout structure. Let us do the calculating.

A calendar that reminds you

Color-coded events with times and morning email reminders- PTO, reviews, trainings, all beside every tracked deadline.

Seamless Onboarding and Offboarding

Take the guesswork out of team transitions. Create simple checklists that turn into actual to-do lists, keep track of who has company equipment, and store all your important documents in one easy-to-find place.

Built-in Email

No more spending time searching your inbox for emails you send time and time again. Use our ready-made templates or create your own, and send them directly from your dashboard in seconds.

The whole thing, on your phone

Approve a payroll run from the car, check a licence expiry between meetings, or answer a compliance question without going back to your desk. Chai-HR is built for a phone screen as well as a desk, so you can keep up with your team on the go.

Your team, handled