additiv AG
AI-Powered Sales Intelligence for Insurance Advisors
Industry
Fintech / InsurTech
We partnered with additiv AG to build an AI-powered Sales Assistant from the ground up – a comprehensive platform designed to support insurance advisors through the entire sales journey, from client discovery and preparation to personalized follow-up.
The Problem
Insurance advisors spend countless hours on manual research, meeting preparation, and follow-up documentation. Client data is scattered across multiple systems, making it difficult to identify opportunities and personalize communication. Without intelligent automation, advisors struggle to maintain consistent, compliant, and data-driven workflows – leading to missed opportunities and inefficient client relationships.
The Solution
We built an AI-powered assistant that unifies CRM, private, and public data into a continuously evolving client profile. Key features include voice integration for instant insight capture, Next-Best-Action recommendations, DISC personality profiling for tailored communication, and automated meeting preparation with pre-written follow-up messages. The platform includes a built-in compliance layer ensuring full auditability. Advisors can now focus on building client relationships while the system handles research, opportunity detection, and message creation – delivering measurable value from day one.
