A complete AI platform for insurance brokers

Give your clients a dedicated 24/7 broker

A dedicated AI agent provides your clients with top-drawer service, 24 hours a day.

  • 100% Automation
  • 100% QA coverage
  • 24/7 Service access

The platform

A complete AI broking platform

Full-cycle policy administration.

  • Joined up communication across channels
  • Captures all client touchpoints
  • Seamless authentication
  • Secure by design
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Features

A comprehensive platform

PAS integration

Complete Policy Admin System integration. A new experience over robust technologies.

Full policy lifecycle

Complete lifecycle management from prospect to renewal.

Intelligent communication

A complete view of your client informs every interaction.

Tailored responses

Every action aligned to your client's individual goals and history.

Multi-channel

Delivered over multiple channels, meeting your clients where they already communicate.

Compliance ready

Built on your existing controls, providing an out-of-the-box compliant solution.

Ready to explore the opportunities?

Please reach out to discuss the opportunities for your brokerage.

Email: support@formtelligence.com