Create & compare
Prepare insurance proposals and compare products to support a more informed client conversation.
Less searching. More time for clients.
Give insurance sales and service teams practical tools to prepare proposals, find policy information and keep follow-ups moving. AI assists with agreed tasks and authorised information; your team reviews and decides.
Discuss your requirementsBuilt for the work
you do every day.
A clear view of the capabilities that can support your business.
Find policy information
Retrieve policy details to support servicing, with data access and product knowledge agreed during scoping.
Understand your clients
Look up authorised customer information and prepare relevant responses for your team to review.
Keep follow-ups moving
Support schedules, renewal follow-ups and personalised engagement so the next action remains clear.
What this means for your team
Make the business
value visible.
Connect the capabilities to the work you want to improve. Establish a baseline, then measure the result of a focused paid pilot.
Less time searching
Bring relevant client, product and policy information closer to the task your team is handling.
More focused preparation
Use proposal and comparison support to prepare material that advisers can check before sharing.
More consistent client service
Keep schedules and renewal follow-ups visible to support timely, relevant engagement.
Success measures to agree
- Time spent on the selected task
- Output quality after human review
- Follow-up completion
Agree the workflow, data access, owners and evaluation period. Review the evidence together before expanding.
The product tour contains actual product screens with demonstration data. AI tasks and an end-to-end workflow demonstration are scoped separately with your team.
A connected workflow
Every step has a place.
- 01
Find relevant information
- 02
Prepare & compare
- 03
Review with your team
- 04
Follow up with clients
Available modules, carrier connections, data hosting and local requirements are agreed for each project. WiseFin provides technology; regulated insurance activities remain with the appropriate licensed institutions.
Let’s build your
next chapter.
Tell us where you want to take your insurance business. Let’s explore how the right technology can help.
Talk to our team