Empowering Insurance Intermediaries: AI Cuts 87% of Manual Effort.

In today’s fast-paced digital world, insurance intermediaries—such as brokers, agencies, and managing general agents (MGAs)—spend as much as 8 hours on manual tasks to process new policy requests, not including the time it takes for insurers to respond. The corporate and SME markets require efficiency and quick turnaround times to remain competitive. Our AI Agents help streamline workflows and minimize the time spent on manual tasks.

Start Here: AI Does It Faster (8+ Hours Saved)

Requirement and Data Collection

Insurer Proposal Requests

Premium Calculation

Claims Analysis

Final Presentation

Requirement and Data Collection

Insurer Proposal Requests

Benefits
& Network Comparisons

Premium Calculation

Claims
Analysis

Final
Presentation

Navigating the Complexities of New Policy Requests

Insurance intermediaries face numerous challenges when managing new policy requests, including data inconsistencies and time-consuming manual tasks. These obstacles slow down the process and negatively impact client satisfaction and sales opportunities.

Inconsistent data capture in CRM, leading to missed opportunities.

Manual follow-ups during the proposal stage causing delays and lost sales.

Difficulty in converting and standardizing census data for multiple insurer formats.​

Complicated insurer proposal comparisons due to varied formats and untracked network changes.​

Time-consuming manual data entry and inconsistent proposal templates, resulting in delayed turnaround times and errors.

Inconsistent data capture in CRM, leading to missed opportunities.

Manual follow-ups during the proposal stage causing delays and lost sales.

Difficulty in converting and standardizing census data for multiple insurer formats.​

Complicated insurer proposal comparisons due to varied formats and untracked network changes.​

Time-consuming manual data entry and inconsistent proposal templates, resulting in delayed turnaround times and errors.

How AI Agents Transform the Policy Request Process

Automate CRM tasks, data reformatting, and insurer follow-ups. Generate instant comparison tables and reports, driving efficiency and eliminating costly errors.

Automate CRM Tasks

Automatically enter opportunities and set up timely follow-up reminders in your CRM, ensuring no missed opportunities and minimizing delays in the sales process.

Reformat Census Data

Effortlessly reformat census data to match insurer templates, saving time and reducing errors.

Email Reminders to Insurers

Send automated reminders to insurers, ensuring timely follow-ups and faster proposal responses.

Generate Benefits, Network and Premium Sheets

AI Agents generate detailed benefits and premium comparison sheets for the census, making evaluations faster and more accurate. ​

Reduce Data Entry Errors

Minimize manual data entry mistakes, improving accuracy across the entire workflow.

Generate Final Reports

Automatically create final client presentations and reports, ensuring consistency and professionalism.

Save Time

Cut down the time spent on manual tasks by 87%, allowing intermediaries to focus on higher-value activities.

By automating these tasks, AI Agents boost efficiency, reduce human error, and enhance client satisfaction—transforming the way Intermediaries can handle policy requests.

Save Time

Cut down the time spent on manual tasks by 87%, allowing intermediaries to focus on higher-value activities.

By automating these tasks, AI Agents boost efficiency, reduce human error, and enhance client satisfaction—transforming the way Intermediaries can handle policy requests.

Powerful Features

Generate benefits, network and premium comparison.