Your broker's unfair advantage.
Every broker gets an AI assistant in WhatsApp that handles the admin, coaches the sale, and follows up automatically — so they focus on what earns commission: relationships and advice.
Book a Demo60% admin. 40% selling. 0% AI.
Your brokers are drowning in paperwork, missed follow-ups, and product complexity. They're spending more time looking up policy details than talking to clients. Meanwhile, digital-first insurers are stealing their customers with instant quotes and 24/7 availability.
An AI assistant that lives in WhatsApp.
Before every client meeting, the Co-Pilot prepares a brief: portfolio summary, renewal dates, claims history, and recommended actions. During the conversation, it suggests products, handles objections, and ensures compliance. After, it schedules follow-ups and updates the CRM.
How It Works
Brief
The AI prepares a personalised client brief before every interaction
Coach
Real-time coaching suggests the right product, right message, and flags compliance
Follow Up
Automated follow-ups, document delivery, and CRM updates without lifting a finger
40% more policies. 60% less admin. 99.7% CSAT.
40%
More policies closed
60%
Less admin time
99.7%
Customer satisfaction
Give your brokers an unfair advantage.
See the Agent Co-Pilot in action. We'll demo it with your products, your workflows, your compliance requirements.
Book a Demo