For Brokers & Agents
Your AI co-pilot. In WhatsApp.
Stop drowning in admin. H2A gives every broker an AI assistant that prepares client briefs, suggests products, handles compliance, and follows up automatically. You focus on relationships. The AI handles everything else.
Your daily workflow, transformed.
Before H2A
- Manual CRM lookups before every client call
- Paper-based Record of Advice
- Forgotten follow-ups and lost leads
- Product knowledge gaps across providers
After H2A
- AI-prepared client briefs, ready when you are
- Auto-generated ROA from every conversation
- Automated follow-ups that never miss a beat
- Real-time product coaching and suggestions
Four tools that change everything.
Client Brief
Before every interaction, the AI prepares a personalised brief with client history, lapsed policies, life events, and product recommendations.
Sales Coach
Real-time coaching suggests the right product, handles objections, and flags cross-sell opportunities as the conversation unfolds.
Compliance Assistant
Every conversation automatically generates a complete Record of Advice. Needs analysis, suitability checks, and disclosures — all documented.
Follow-up Automation
Automated reminders, document delivery, premium collection nudges, and policy anniversary check-ins. Nothing falls through the cracks.
Get your unfair advantage.
See how the AI co-pilot works with your products and your workflows. 30 minutes. No pressure. Just proof.