Insurance brokers & agencies

The starting point

An independent insurance broker with 15 advisors, a broker software, thousands of client emails a month and comparison work that eats evenings.

1. 🔎

   1 · Set up

   The broker uploads product overviews and internal checklists. The research recommends Marketing with Sales and Customer Success, Compliance and Finance.

2. 🔌

   2 · Take over the infrastructure

   The advisors’ shared mailboxes are linked to the client-facing agents, insurer portal logins are stored per team, and documents are exchanged through the shared folder.

3. 🧠

   3 · Take over the AI

   Agents answer in the client’s language with gateway models chosen per task; anything with personal data can be limited to EU-hosted models.

4. 🚀

   4 · Run the company

   Customer Success prepares renewal reminders and comparisons, Sales drafts proposals for the advisor to check, Compliance keeps the advice documentation complete and Finance tracks commissions. Advisors spend their time in conversations.

The companies in these use cases are illustrative examples, not customer references. Features marked “planned” are being built.