Build your “private Google and ChatGPT” to quickly look up policies, coverages, terms and conditions and regulations. The agent answers questions in seconds, spots portfolio opportunities and integrates with your usual tools. The knowledge agent can bring together your CRM/ ERP, insurer feed and internal documents to provide better informed answers with more insight
This AI agent centralises information so the team stops wasting time searching across different systems, reviewing lengthy documents or drafting responses from scratch. It combines client data, insurer data, policies, regulatory circulars, contracts, annual reports, statistics and third-party databases to deliver specific, contextualised answers
The agent is not just for resolving queries. It can also help detect patterns in the portfolio, flag potential coverage gaps, compare client profiles against available coverages and assist with administrative and commercial tasks. Its goal is to turn information into actionable insights for business, operations and customer service
– Answers queries on policies, coverage, exclusions and conditions
– Locates specific information within terms and conditions and regulations
– Detects portfolio patterns and potential coverage gaps
– Helps prepare quotes by comparing client data and coverages
– Drafts reports for management, partners or regulators
– Generates proposals in different languages following your style and format
Our modular architecture lets you swap any component of the agent as your needs evolve and technology advances. When more sophisticated AI models appear we can replace the older ones with the new; this way the agent’s brain always has the maximum reasoning capability. This means your agent can answer highly complex technical questions from unstructured data.
An AI agent for insurance brokers is a knowledge-management tool. It lets you navigate efficiently through thousands of pages of documentation on policies, coverages, terms and conditions, regulations and internal processes. Its goal is to save time, reduce errors and uncover insights.
It can answer questions about policies and coverages, locate information within documents, detect coverage gaps and generate draft reports.
Yes. The AI agent for insurance brokerages can integrate with CRM, ERP, eBroker and other management tools to centralise information and enable faster, more accurate and contextualised queries.
Yes. The AI agent can analyse available information on clients, contracted coverages and potential needs to identify possible coverage gaps.
Yes, provided the project is set up with access controls, proper data handling, safeguards and human oversight.
The price depends on the functionality, integrations, documentation volume and level of customisation. We also offer phased deployments.
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