Grant Adams
Southern California ·
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Tell me about Via AI
Case study

Via AI

An agentic workspace built on the Claude Agent SDK — the same core capability as Anthropic's Cowork, engineered with the security and controls that regulated, document-heavy work demands. I co-founded Via and lead its product, design, and engineering — from the system architecture to the interface.

Role  Co-Founder · Product · Design · Engineering Year  2024–2025 Stack  Claude Agent SDK · React/TS · GraphQL · Postgres
Via — the OS for autonomous insurance agencies

Overview

Via is an AI workspace where an agent works next to you — reading your files, using your tools, and running real multi-step work with a person in the loop. It's built on the Claude Agent SDK, the same foundation Anthropic's Cowork runs on.

As Cowork took off, we deliberately matched its UX. Teams get an interface they already recognize — chat and canvas, live connectors, an approval flow — wrapped in the security a sensitive back office actually requires. It's live in production, not a demo.

Built on the Claude Agent SDK

At the core is an agent runtime on the Claude Agent SDK — tools, memory, and connectors (Drive, Slack, Notion, a private RAG index, web search, browser control) so the agent gathers context and takes action, not just answers. A workflow engine wires it into operations: any record event fires an agent against a typed output schema.

It runs on React/TypeScript, GraphQL, and Postgres, with workspace isolation, RBAC, SSO, and audit built in — the baseline for sensitive data, and why it clears procurement where most AI tools stall.

The agent does the real work

Documents and data flow in; the agent drafts the comparisons, proposals, and forms, works the back-and-forth, and produces finished, review-ready artifacts.

Via generating a workers-comp policy comparison
Via drafts the actual documents — here, a full workers-comp comparison across four carriers, premiums and terms side by side.

Inside the product

One workspace ties it together — the AI copilot, enriched records, document generation, and automation, all over the same live data model and connectors.

Cowork — Via's AI workspace
Cowork — an AI copilot with the account's documents, context, and connectors in one canvas.
An enriched account record in Via
Every account, continuously enriched — the AI drafts the next tasks, summarizes the relationship, and tracks coverage and renewals.
AI proposal generation from carrier quotes
Drop in carrier quotes; Via generates the client proposal.
Via's visual workflow builder with an AI agent step
A visual workflow builder — fire an AI agent on any record event.
The tasks table in Via
Work is tracked as records — assignees, status, and due dates across the book.
The shared inbox in Via
A shared inbox keeps project updates and comments in one thread.
Via's connectors and integrations
Connectors for Drive, Slack, Notion, Jira, and the rest of the stack.
Workspace settings in Via
Granular workspace settings — roles, data model, domains, and APIs.

The client portal

On the other side, policyholders get a portal to see their policies, claims, and certificates — with an AI agent that answers coverage and billing questions on the spot.

The Via client portal
The client portal — policies, claims, and an AI support agent that knows the account.

Impact

95%
Of the manual workflow automated
10×
Faster from request to finished work
30→80%
Operating margin improvement