AI that empowers
Leadstreams for insurance brokersAI for insurance brokers.More corporate clients, better prepared consultations.
We know the sales reality of brokers
Insurance brokers live off corporate business, and that is exactly where competition is toughest: the best companies are courted from all sides, decision makers are hard to reach, and whoever arrives too late no longer gets a meeting. At the same time, clients expect advice that truly understands their situation, not a standard proposal.
The reality in many brokerage firms: advisors spend a large part of their time on research, offer comparisons, follow-ups and CRM maintenance instead of with clients. Advisory quality and administration compete for the same hours.
And because pension business also involves health data, the revised Swiss Data Protection Act applies in its strictest form: particularly sensitive personal data requires clean processes and hosting you can trust. Our AI employees are built exactly for that: strengthen sales, keep data in Switzerland, leave approval to humans.
What sets this offering apart from generic AI promises: we do not deliver a toolbox you have to assemble yourself. Every AI employee is a fully managed building block that fits your existing sales process, connects to your systems and remains guided by your advisors. You neither write prompts nor maintain models. And because we know the daily sales reality of brokers, every engagement starts with your real cases and your tone, not with a technology demo.
Where brokers lose time in sales
Five recurring tasks tie up most of the sales time in the majority of brokerage firms. 1
64hrs / month
Researching leads
Suitable corporate clients and the right occasion are laboriously pieced together.
48hrs / month
Writing first outreach
Generic messages get no answer; personal ones cost a lot of time per recipient.
80hrs / month
Preparing meetings
Comparing options and justifying the recommendation takes hours per client.
32hrs / month
Following up
After the first meeting, opportunities fade because the follow-up gets lost.
24hrs / month
Maintaining the CRM
Notes, tasks and statuses are maintained irregularly; knowledge gets lost.
- 1.Empirical values from our projects with insurance brokers. The actual effort depends on book size, sales model and CRM processes.
Use cases for your brokerage
Each use case is a fully managed AI employee: built, operated and further developed by us, guided by your advisors.
From occasion to mandate in six steps
This is how our AI employees work along your sales process. Every step is logged; the decisions stay with you.
Find corporate clients with an occasion
Companies are identified exactly when an occasion exists: growth, a change, an anniversary or a new opening.
Research decision makers
The right contacts and their role in the company are determined automatically.
Personal first outreach
Every message refers to the concrete occasion and the company, not to a template.
Prepare the meeting
Options are compared in minutes; the recommendation is justified before the meeting takes place.
Follow up and cross-sell
Follow-ups go out at the right time; cross-selling opportunities are detected.
Maintain the CRM
Notes, tasks and statuses land in the system automatically, not on scraps of paper.
Case study: Advisor Assistant
An advisor-led consultation application, developed with additiv AG. Advisors present options vividly on screen; the AI prepares everything before and after.
Trusted by leading companies
Together with innovative partners, we shape how teams in Switzerland work, sell, and share knowledge.
40 %
higher productivity in small teams through the combination of human expertise and AI support
"The innovative approach and deep understanding of technology and marketing contributed greatly to the success of our project."
Data protection and compliance built in
In the pension business you touch particularly sensitive personal data, such as health information. The revised Swiss Data Protection Act applies in its strict form. Our AI employees process data in Switzerland, work only with the sources you approve and leave every decision in human hands. What an AI employee prepares is reviewed and approved by your advisors.
More about security and complianceHow we start
Potential analysis
We analyse your sales process and show where AI has the biggest lever. Free introductory call, analysis at a fixed price.
Pilot campaign
We start a limited campaign or one use case with real cases from your daily work. At a fixed price.
Retainer or Build & Run
Afterwards you choose: ongoing support as a retainer or Build & Run, we build and operate, you use.
Frequently asked questions
Is AI-supported lead generation compliant with data protection?+
Yes, when set up correctly. We work with company data and publicly available information, not private profiles. Every campaign has a clear legal basis and an opt-out, and we document what comes from where.
What applies to health data in the pension business?+
Health data is particularly sensitive personal data under the revised DPA. It is only processed when the legal basis is sound, and with us exclusively in Switzerland. We do not use it in sales campaigns.
Where do the leads come from?+
From publicly available sources and your own network. The occasion is decisive: we identify companies in situations where advice truly fits, instead of buying address lists.
Does this replace our advisors?+
No. The AI researches, compares and prepares. The consultation, the recommendation and the relationship stay with your advisors; the application is advisor-led.
Does it work with our CRM?+
We connect your existing systems, including CRM and email. Your team keeps working in its familiar environment.
What does getting started cost?+
The introductory call is free. The potential analysis and the pilot campaign run at a fixed price; afterwards you choose between a retainer and Build & Run. After the introductory call you receive a binding offer.
More corporate clients, less administration.
Tell us where time gets stuck in your sales. We will show you what an AI employee can take over.