AI agent for insurance brokers
No more manual searches, no more reviews of lengthy documents
Your AI agent acts as your private Google and ChatGPT to check policies, cover, policy wordings and regulations quickly.
It answers technical questions in several languages, spots opportunities and integrates with the tools you already use.
As well as your proprietary documents, the agent can connect to your ERP and to insurers to gain speed and reliability
The AI agent centralises your information so the team stops wasting time searching for data across different systems,
reviewing lengthy documents and drafting answers from scratch
It combines client data, insurer data, policies, regulatory circulars, contracts, records, statistics and third-party databases
to return specific, contextualised and reliable answers, backed by sources
The agent does more than answer policy questions: it can help spot patterns in the portfolio, flag possible underinsurance, compare client profiles against available cover and assist with administrative and commercial tasks. Its purpose is to turn the broker's information into useful action for business, operations and customer service.
Avoid manual processes that involve hours of work
Answers queries on policies, cover, exclusions and terms
Finds specific information within policy wordings and regulations
Detects patterns in the portfolio and possible underinsurance
Helps prepare quotes by comparing client data and cover
Drafts reports for management, partners or other stakeholders
Generates proposals in several languages, following your style and format
FAQs about our service
Answers about this AI agent
An AI agent for insurance brokers is a knowledge-management tool that uses a technology called retrieval-augmented generation (RAG). It allows you to navigate efficiently through thousands of pages of documentation on policies, cover, policy wordings, regulations and internal processes. Its purpose is to save time, reduce errors and uncover insights
It can answer questions on policies and cover, find information in documents, detect underinsurance and draft reports
Yes. The AI agent for insurance brokers can integrate with CRM, ERP, eBroker and other management tools to centralise information and make queries faster, more precise and better contextualised
Yes. The AI agent can analyse the available information on clients, the cover they hold and their potential needs to identify possible underinsurance
Yes, provided the project is set up with access controls, proper data handling, safeguards and human review
The price depends on functionality, integrations, the volume of documentation and the level of customisation. We also offer phased deployments.