AI Agent for Insurance Brokerages
Create your own "private Google and ChatGPT" to quickly consult policies, coverages, terms and conditions, and regulations. The agent answers questions in seconds, identifies opportunities in your portfolio, and integrates with your usual tools. A knowledge agent connected to your CRM or ERP, insurers, and internal documentation to enhance agility and reliability.
An AI agent with all internal and external information
This AI agent centralizes your brokerage's information so your team stops wasting time searching for data in different systems, reviewing lengthy documents, or drafting responses from scratch. It combines client data, insurer data, policies, regulatory circulars, contracts, reports, statistics, and third-party databases to provide specific, contextualized, reliable answers, complete with sources.
The agent doesn't just answer questions about policies in different languages
The agent isn't just for answering questions. It can also help detect patterns in your portfolio, identify potential underinsurance, compare client profiles with available coverages, and assist with administrative and commercial tasks. Its goal is to transform brokerage information into actionable insights for business, operations, and customer service.
Avoid manual searches and tedious reading
Answers queries about policies, coverages, exclusions, and conditions
Locates specific information within terms and conditions and regulations
Detects portfolio patterns and potential underinsurance
Helps prepare offers by comparing client data and coverages
Draft reports for management, partners, or regulatory bodies
Generate proposals in different languages following your style and format
FAQ about our service
What you need to know about your insurance agent
An AI agent for insurance brokers is a knowledge management tool that uses a technology called Retrieval Augmented Generation (RAG). This technology allows for efficient navigation 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 in documents, detect underinsurance, and generate draft reports.
Yes. The AI agent for insurance brokers can integrate with CRM, ERP, eBroker, and other management tools to centralize information and facilitate faster, more accurate, and contextualized queries.
Yes. The AI agent can analyze available information on clients, contracted coverages, and potential needs to identify possible underinsurance.
Yes, provided the project is designed with access control, proper data handling, safeguards, and human review.
The price depends on functionality, integrations, documentation volume, and customization level. We also offer phased deployments.