AI that empowers
The quality of a consultation is decided before the meeting. Our AI employee compares the relevant options in minutes, prepares the best possible offer and delivers the rationale: you walk into the conversation prepared and can show the client why the recommendation makes sense.
Three situations from the daily sales reality of brokers.
Premiums, coverages and conditions of several providers are compared by hand.
Our answer: The AI employee structures the options side by side and marks the differences.
With a full calendar there is hardly any time to prepare before some meetings.
Our answer: The preparation is ready before you leave the office.
Clients rightly ask why exactly this offer should be the right one.
Our answer: The rationale is documented: criteria, comparison and assessment included.
The relevant offers are compared and structured according to your criteria.
The best possible offer, traceably justified for the client conversation.
Client situation, open points and conversation goals on one page.
All documents for the meeting are prepared in your filing system.
The entire fleet or group insurance is calculated before the meeting.
Before renewal you check alternatives instead of simply extending.
You approach even complex pension questions with compared options.
We clarify your starting point, goals and constraints. Free of charge and without obligation.
In the workshop we define your comparison criteria and the documents you need for the meeting. At a fixed price.
We set up preparation for your most common consultation situations. At a fixed price.
After the pilot we take over ongoing operations, further development and training of your team as a monthly subscription.
From the sources you approve: your quotes, your systems and your experience. The AI employee compares; it does not invent offers that do not exist.
Your advisors. The AI employee prepares and justifies; the recommendation and the advice stay with people.
Yes, the preparation also suits holistic financial advice, for example pensions. Health data is only processed with a sound legal basis and in Switzerland.
Introductory call free of charge, potential analysis and pilot at a fixed price, then retainer or Build & Run.
Tell us how you prepare today. We will show you tomorrow’s preparation.