Solutions
for brokers and intermediaries

With AI-powered active client management, you can make the most of your advisors' limited time while also ensuring a better client experience. We'll show you how this translates into measurable results: higher commission revenue, less churn, and increased profits.  

What goals does
your organization have?

Our modules are tailored to the challenges in the insurance market. Depending on your strategy, there are different product modules that can be used separately, or combined, to take your business to the next level.

An intuitive interface
for the advisor

Proactive customer management

Focus on the right customer

Rely on solid data predictions to pinpoint the customers who need attention right now. Stop stressing about picking the best customer to contact, and spend that time on giving personalized attention.

On the right time

Every customer is unique, and you only have a few chances to connect with them. Our algorithms predict which customers are likely to churn within months, or when major life events might change their insurance needs.

With the right attention

Some customers prefer a personal visit, while others want to handle everything online. Our solutions predict the best approach for each customer and automate where possible, so your advisors can focus on providing that personal touch.

And the right product

Personalization boosts conversion rates and opens doors to automating your customer interactions. This takes the load off advisors, enhances the customer experience, and cuts down on operational costs.

Proactive customer management

Focus on the right customer

Rely on solid data predictions to pinpoint the customers who need attention right now. Stop stressing about picking the best customer to contact, and spend that time on giving personalized attention.

On the right time

Every customer is unique, and you only have a few chances to connect with them. Our algorithms predict which customers are likely to churn within months, or when major life events might change their insurance needs.

With the right attention

Some customers prefer a personal visit, while others want to handle everything online. Our solutions predict the best approach for each customer and automate where possible, so your advisors can focus on providing that personal touch.

And the right product

Personalization boosts conversion rates and opens doors to automating your customer interactions. This takes the load off advisors, enhances the customer experience, and cuts down on operational costs.

Proactive customer management

Focus on the right customer

Rely on solid data predictions to pinpoint the customers who need attention right now. Stop stressing about picking the best customer to contact, and spend that time on giving personalized attention.

On the right time

Every customer is unique, and you only have a few chances to connect with them. Our algorithms predict which customers are likely to churn within months, or when major life events might change their insurance needs.

With the right attention

Some customers prefer a personal visit, while others want to handle everything online. Our solutions predict the best approach for each customer and automate where possible, so your advisors can focus on providing that personal touch.

And the right product

Personalization boosts conversion rates and opens doors to automating your customer interactions. This takes the load off advisors, enhances the customer experience, and cuts down on operational costs.

Proactive customer management

Focus on the right customer

Rely on solid data predictions to pinpoint the customers who need attention right now. Stop stressing about picking the best customer to contact, and spend that time on giving personalized attention.

On the right time

Every customer is unique, and you only have a few chances to connect with them. Our algorithms predict which customers are likely to churn within months, or when major life events might change their insurance needs.

With the right attention

Some customers prefer a personal visit, while others want to handle everything online. Our solutions predict the best approach for each customer and automate where possible, so your advisors can focus on providing that personal touch.

And the right product

Personalization boosts conversion rates and opens doors to automating your customer interactions. This takes the load off advisors, enhances the customer experience, and cuts down on operational costs.

Our modules are designed to connect to your data within weeks, so your team can start using them right away.

Operational
within 2 weeks

Our modules are designed to connect to your data within weeks, so your team can start using them right away.

Operational
within 2 weeks

Our modules are designed to connect to your data within weeks, so your team can start using them right away.

Operational
within 2 weeks