What can our AI powered tool 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. Upon doing so, you've gathered information from general conversations, you've sat down with the farmer and asked formal questions by filling in a fact-find form together, and you've taken visual knowledge from walking around the farm.​ Now comes the boring time-consuming part: keying this information into your CRM and submitting the risk to your underwriters.

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Getting all the facts into your CRM is the first challenge. You've just got back to the office and you've already forgotten a few details from the visit - you're human after all. You manually re-key your notes into the system amongst the distractions of the office but not every detail gets added. Next, perhaps there are four underwriters which you know are suitable for this risk, two have their own portal and the other two can be reached via Acturis (or equivalent). Using your fact finds, you manually fill in the underwriter portal individually, often only providing the minimum info required to obtain a price. You then request quotes from the other two using Acturis. 

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Meanwhile, your prospect has contacted other brokers, and the race is on. The hours you spend preparing risks are hours you can't spend nurturing client relationships or pursuing new business. 

From your submissions, the two underwriters sent via Acturis have emailed asking for additional information - the mapped schemas on Acturis weren't optimised for agri broking and underwriters. By the time you receive quotes, days have past. For the underwriter portals you manually completed, they responded much faster, but between the fact-find upload and the manual portal completion, you didn't provide every single detail you could have so the underwriters never provided the best possible price.

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Where does this leave you? Alongside or behind your competition with no way of standing out.

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Our AI powered tools eliminate this admin heavy bottleneck. Linked to your fact finds, within minutes the risk is presented to your  underwriters. This isn't simply matching underwriter portal questions with fields in your CRM, the AI responses to dynamic questions, finds the answers from the fact-find data, makes the same decisions and assessments a broker does, and provides an answer with all the relevant information as if you were writing it yourself .

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Turn admin time into relationship time. That's the power of our tool.