INSURTECH - SAAS - AI POWERED - B2B
The AI workspace for insurance brokers: fleet auto subscription, automated sending of quittance notices, consolidation of unallocated premium commission statements, and generation of the advisory information sheet
In brokerage, up to 50% of time is absorbed by manual tasks: consolidating information in heterogeneous formats, re-entering data into tools that don't talk to each other, and managing regulatory complexity.
20-day Discovery to convince the team to pivot from a CRM model to a workspace. 12-month Delivery to implement the solution with the team (CEO, CPO, CTO, dev team):




