AI & SMB Insurance Expertise
Specialized AI for SMB Insurance Brokers.
- Expertise in risk, liability, and specialty coverage for SMBs.
- AI-driven solutions tailored for brokers serving small and mid-sized businesses.
- Proven experience with SMB insurance products, including our unique IRS audit protection.
Lead Generation & Sales Automation
Turn more prospects into clients with AI-powered automation.
- AI lead scoring and automated outreach.
- AI sales chat that converts prospects, gathers key risk details, and pre-qualifies leads.
- CRM integration for seamless client management.
Compliance & Risk Assessment
AI-driven risk profiling and compliance monitoring.
- AI-driven risk profiling and compliance monitoring.
- Real-time risk scoring and alerts.
- Pre-filled underwriting forms for easy processing.
Claims Management Automation
Speed up claims handling and reduce fraud risks.
- AI chatbots for instant claims intake.
- Automated tracking and real-time status updates.
- AI-assisted fraud detection and claims review.
AI-assisted fraud detection and claims review.
Increase retention and maximize revenue with AI insights.
- Automated renewal reminders and policy comparisons.
- AI-driven upsell and cross-sell recommendations.
- Smart notifications for policy expirations.
Client Self-Service & Portal Automation
Empower clients with easy access to their policies.
- AI-powered chat support for client queries.
- 24/7 Instant Support.
- Automated Upselling Opportunities.
