AI that empowers
Complex insurance topics do not sell via paper and slides. Our advisor-led consultation application presents options vividly on the tablet, plays through scenarios live in the conversation and gives the client the result as a document. The advisor leads; the application delivers the numbers.
Three situations from the daily advisory reality of brokers.
Coverage variants and scenarios stay abstract; the client loses the thread.
Our answer: The application makes options visible: the client sees what changes when a parameter changes.
Printed quotes and rigid presentations leave no impression.
Our answer: An interactive conversation on a tablet looks professional and is remembered.
What was discussed in the meeting has to be laboriously compiled afterwards.
Our answer: The result of the conversation is ready as a document, including the variants discussed.
Coverages and variants are compared visually, directly on screen.
Answer what-if questions in the conversation, not days later.
The client takes the discussed variants home as a clean document.
The application also suits financial advice, for example pensions.
At the client’s table or via video: the application guides the conversation.
Occupational pension scenarios are played through together.
Compare variants with the management directly in the meeting.
We clarify your starting point, goals and constraints. Free of charge and without obligation.
In the workshop we define the consultation situations and the products the application should cover. At a fixed price.
We build the application for your most common consultation situation and test it with your advisors. At a fixed price.
After the pilot we take over ongoing operations, further development and training of your team as a monthly subscription.
Yes. With additiv AG we built the Advisor Assistant, an advisor-led consultation application in productive use. The case study is linked on this page.
No, it is advisor-led. The advisor steers the conversation; the application delivers numbers, comparisons and the document.
In Switzerland. Particularly sensitive data, for example from pension advice, is only processed with a sound legal basis.
Introductory call free of charge, workshop and pilot at a fixed price, then retainer or Build & Run.
Show us your most common consultation situation. We will show you what it looks like in the application.