Digee / Agent catalog / Finance and law
AI agents for insurance and financial advisors.
An AI agent is a program that keeps track of policy and contract anniversaries for insurance and financial advisers, collects documents from clients and prepares you for meetings. It works in your client database, email and calendar, and you always decide what to recommend.
What does it look like in practice?
ExampleA client's fixed mortgage rate is ending
- Comes in
In three months, Mr Novak's fixed mortgage rate comes to an end.
- Agent
The AI agent spots this in the client database and alerts the adviser.
- Agent
It asks the client for a current statement and proof of income.
- Agent
Before the meeting it prepares one page with his contract history.
- You
The adviser talks through the options and proposes the next step himself.
- Result
The client was contacted in time, and the adviser arrived prepared.
What can it do for you?
- 01
Collecting client documents
Asks clients for the documents you need and checks they are complete before the meeting.
- 02
Tracking contract anniversaries
Alerts you to upcoming contract anniversaries and the end of fixed rates, so you contact clients in time.
- 03
Meeting preparation
Summarises a client's history and contracts on one page, so you do not have to search the system.
- 04
Meeting notes
Turns your meeting notes into a record and a list of next steps. You send it to the client.
What stays with you?
The AI agent does not recommend or sell anything to clients or sign contracts – advice and signatures always come from the adviser.
Works in your tools
We connect it to what you already use: client database, email, calendar, insurer portals.
Nothing to buy or install
The agent runs in the cloud on a server we provide. You use it in your browser.
You have the final say
The agent only prepares. It does nothing important without your approval.
How to start?
In a free consultation we go through your normal week and pick one task to start with. How much time it saves, we work out from your real operations.
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