Automate and scale
AI Agents: BEYOND AUTOMATION
Building and deploying custom agents that embody your wisdom
{human ∩ AI}
Automate and scale
AI Agents: BEYOND AUTOMATION
Building and deploying custom agents that embody your wisdom
{human ∩ AI}
Automate and scale
AI Agents:
BEYOND AUTOMATION
Building and deploying custom agents that embody your wisdom
{human ∩ AI}
What can our agents do?
Here's a scenario every broker knows: A prospect calls seeking insurance (let’s say for a farm in this example). You gather all the necessary information, perhaps even visiting the property yourself, building rapport along the way. All the while, you've taken detailed notes.
Now comes the boring time-consuming part: creating the Request For Quote (RFQ) document for underwriters. Using your notes, you need to craft risk assessments, detail coverage requirements, and add underwriter considerations - often customising different versions for specific underwriters based on their preferences.
Meanwhile, your prospect has contacted other brokers, and the race is on. The hours you spend preparing multiple RFQ documents are hours you can't spend nurturing client relationships or pursuing new business.
Our AI Agent eliminates this bottleneck. Simply upload your unstructured notes, and within minutes, receive a professionally branded RFQ document. All risks assessed, coverages recommended, and underwriter considerations provided - written in your business's voice and available in multiple versions aligned with specific underwriters' preferences.
Turn documentation time into relationship time. That's the power of our AI Agents.
What can our agents do?
Here's a scenario every broker knows: A prospect calls seeking insurance (let’s say for a farm in this example). You gather all the necessary information, perhaps even visiting the property yourself, building rapport along the way. All the while, you've taken detailed notes.
Now comes the boring time-consuming part: creating the Request For Quote (RFQ) document for underwriters. Using your notes, you need to craft risk assessments, detail coverage requirements, and add underwriter considerations - often customising different versions for specific underwriters based on their preferences.
Meanwhile, your prospect has contacted other brokers, and the race is on. The hours you spend preparing multiple RFQ documents are hours you can't spend nurturing client relationships or pursuing new business.
Our AI Agent eliminates this bottleneck. Simply upload your unstructured notes, and within minutes, receive a professionally branded RFQ document. All risks assessed, coverages recommended, and underwriter considerations provided - written in your business's voice and available in multiple versions aligned with specific underwriters' preferences.
Turn documentation time into relationship time. That's the power of our AI Agents.
What can our agents do?
Here's a scenario every broker knows: A prospect calls seeking insurance (let’s say for a farm in this example). You gather all the necessary information, perhaps even visiting the property yourself, building rapport along the way. All the while, you've taken detailed notes.
Now comes the boring time-consuming part: creating the Request For Quote (RFQ) document for underwriters. Using your notes, you need to craft risk assessments, detail coverage requirements, and add underwriter considerations - often customising different versions for specific underwriters based on their preferences.
Meanwhile, your prospect has contacted other brokers, and the race is on. The hours you spend preparing multiple RFQ documents are hours you can't spend nurturing client relationships or pursuing new business.
Our AI Agent eliminates this bottleneck. Simply upload your unstructured notes, and within minutes, receive a professionally branded RFQ document. All risks assessed, coverages recommended, and underwriter considerations provided - written in your business's voice and available in multiple versions aligned with specific underwriters' preferences.
Turn documentation time into relationship time. That's the power of our AI Agents.
How do our AI Agents work?
Our AI Agents are built in structured workflows that simulate the same decisioning framework your best brokers use every day. They read information in the same way you do, follow your specific guidelines and generate outputs in-line with your brand. However small an agent, their goal is to free you from time-consuming admin so you can focus on providing a relationship-driven service to your clients.
Input
Process
Generate
Output
How does an AI Agent work?
Our AI Agents are built in structured workflows that simulate the same decisioning framework your best brokers use every day. They read information in the same way you do, follow your specific guidelines and generate outputs in-line with your brand. However small an agent, their goal is to free you from time-consuming admin so you can focus on providing a relationship-driven service to your clients.
Input
Process
Generate
Output
How does an AI Agent work?
Our AI Agents are built in structured workflows that simulate the same decisioning framework your best brokers use every day. They read information in the same way you do, follow your specific guidelines and generate outputs in-line with your brand. However small an agent, their goal is to free you from time-consuming admin so you can focus on providing a relationship-driven service to your clients.
Input
Process
Generate
Output