Automate and scale
Gather information from clients and submit risk presentations to multiple underwriters AUTOMATICALLY for faster response times and better prices.
It's time to unlock the next wave of efficiency
Automate and scale
Automated underwriter portal submissions using your raw fact-find data
It's time to unlock the next wave of efficiency
Automate and scale
Automated client data input and request for quote submissions
It's time to unlock the next wave of efficiency
Ettiecus breaths the Insurance Broker market. Our tool automatically uploads fact-find information in any format into your CRM, and then automatically completes multiple underwriter Statement of Facts submissions simultaneously. Gone are the days of manually re-keying fact-find information onto your computer and filling out individual underwriter portals. Save time by stripping out all-consuming admin - insurance broking is all about relationships - we just give you more time to build and nurture them.
Ettiecus breaths the Insurance Broker market. Our tool automatically uploads fact-find information in any format into your CRM, and then automatically completes multiple underwriter Statement of Facts submissions simultaneously. Gone are the days of manually re-keying fact-find information onto your computer and filling out individual underwriter portals. Save time by stripping out all-consuming admin - insurance broking is all about relationships - we just give you more time to build and nurture them.
Ettiecus breaths the Insurance Broker market. Our tool automatically uploads fact-find information in any format into your CRM, and then automatically completes multiple underwriter Statement of Facts submissions simultaneously. Gone are the days of manually re-keying fact-find information onto your computer and filling out individual underwriter portals. Save time by stripping out all-consuming admin - insurance broking is all about relationships - we just give you more time to build and nurture them.
What can our automation 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.
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.
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.
Where does this leave you? Alongside or behind your competition with no way of standing out.
Our automation tools eliminate this admin-heavy bottleneck. Your CRM is updated with all the client information before you're even back at the office. Within minutes the risk is presented to your underwriters. This is broker automation.
Turn admin time into relationship time. That's the power of our tool.
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.
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.
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.
Where does this leave you? Alongside or behind your competition with no way of standing out.
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 .
Turn admin time into relationship time. That's the power of our tool.
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.
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.
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.
Where does this leave you? Alongside or behind your competition with no way of standing out.
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 .
Turn admin time into relationship time. That's the power of our tool.
How does it work?
Our tools are designed to simulate the same decisioning frameworks your best brokers use every day. They read information in the same way you do, follow your specific guidelines and generate outputs in-line with your business. Their goal is to free you from time-consuming admin so you can focus on providing a relationship-driven service to your clients.
Benefits
Functionality that focuses on your pain points and delivers real value. You stick to broking - we just automate the mundane stuff.
No more re-keying fact finds
Upload facts in any format from documents to audio files and watch let the system update your CRM automatically.
One button that sends risks to underwriters
No need to log into multiple portals to submit your risks. You just select the desired underwriters and the system automatically completes their respective portals and submits the request.
Reduced information requests
The system prompts you for missing information before it's submitted, enabling the underwriter to proceed without delay.
Improved premiums from underwriters
With more raw facts being added to the CRM and passed to the underwriters, there is more opportunity for discounts to be applied.
Faster responses from underwriters
With submissions sent to underwriters in their preferred format containing all the required information, they can respond faster.
No more re-keying fact finds
Upload facts in any format from documents to audio files and watch let the system update your CRM automatically.
One button that sends risks to underwriters
No need to log into multiple portals to submit your risks. You just select the desired underwriters and the system automatically completes their respective portals and submits the request.
Reduced information requests
The system prompts you for missing information before it's submitted, enabling the underwriter to proceed without delay.
Improved premiums from underwriters
With more raw facts being added to the CRM and passed to the underwriters, there is more opportunity for discounts to be applied.
Faster responses from underwriters
With submissions sent to underwriters in their preferred format containing all the required information, they can respond faster.
Benefits
Functionality that focuses on your pain points and delivers real value. You stick to broking - we just automate the mundane stuff.
No more re-keying fact finds
Upload facts in any format from documents to audio files and watch let the system update your CRM automatically.
One button that sends risks to underwriters
No need to log into multiple portals to submit your risks. You just select the desired underwriters and the system automatically completes their respective portals and submits the request.
Reduced information requests
The system prompts you for missing information before it's submitted, enabling the underwriter to proceed without delay.
Improved premiums from underwriters
With more raw facts being added to the CRM and passed to the underwriters, there is more opportunity for discounts to be applied.
Faster responses from underwriters
With submissions sent to underwriters in their preferred format containing all the required information, they can respond faster.
How does it work?
Our tools are designed to simulate the same decisioning frameworks your best brokers use every day. They read information in the same way you do, follow your specific guidelines and generate outputs in-line with your business. Their goal is to free you from time-consuming admin so you can focus on providing a relationship-driven service to your clients.
How does it work?
Our tools are designed to simulate the same decisioning frameworks your best brokers use every day. They read information in the same way you do, follow your specific guidelines and generate outputs in-line with your business. Their goal is to free you from time-consuming admin so you can focus on providing a relationship-driven service to your clients.