An AI agent that collects the client's risk details.
New client details collected completely.
In short
An insurance fact find is the questionnaire a broker uses to learn about a client's business: what it does, its sites, turnover, staff, assets, claims history and the risks it faces. Incomplete fact finds lead to wrong cover or delays with insurers. The Agentive Broking AI agent sends your fact find to each new client, explains questions in plain words, chases missing answers, collects documents such as asset lists and past schedules, and prepares a complete file for the broker. The broker reviews it and forms the advice.
Sound familiar?
- Fact finds returned half complete
- Days lost chasing asset lists
- Key risks missed before quoting
How your AI agent does it
Send
Your fact find to the new client.
Help
Explain questions in plain words.
Chase
Missing answers and documents.
Hand over
A complete file for the broker.
What changes for your brokerage
- Complete files before quoting
- Faster onboarding
- Fewer gaps in cover
- Better first impression
Questions
Can an AI agent complete an insurance fact find?
It collects the client's answers and documents. The broker reviews the file and decides what cover to recommend.
Does it advise clients while they fill it in?
No. It explains what a question means. Any question about what cover they need goes to the broker.
Does it check identity?
It collects documents in line with your process. A person in your brokerage verifies them.
More work your AI agent does
An AI agent that handles certificate requests.
Certificate requests answered the same day.
An AI agent that prepares your insurer submissions.
Submissions drafted once, quotes compared side by side.
An AI agent that runs your renewal cycle.
Every renewal started early and chased on time.
An AI agent that keeps claims moving.
Claim information collected and insurers chased.
