Does any of this sound like your Tuesday?
7 systems, built and tuned for insurance brokers.
Quote triage
New enquiries auto-qualified by line of cover, briefed, and routed to the right adviser with full context.
Renewal nudges
30, 14, and 7-day renewal reminders. Renewal options drafted for adviser approval before going out.
Claim-status replies
'Where's my claim?' Answered with live status pulled from the carrier. Plain English, every time.
Policy-doc Q&A
'Am I covered for X?' System consults the policy wording and replies with the exact clause, plus a 'confirm with your adviser' note.
Adviser handoff
Every conversation routed to a human lands with a structured brief. No scrolling through a WhatsApp thread to catch up.
FAIS disclosure tracking
Every interaction logged with the disclosures given. Audit-ready on demand.
Cross-sell flags
System notices a customer might benefit from another product and flags it to the adviser. Never to the customer.
For a 15-adviser short-term brokerage running the full pack.
We speak your stack.
Not listed? We integrate new tools on request, typically within two weeks.
Built to satisfy the regulators you already answer to.
Customer data tenant-isolated. FSP licence details and client financial data handled on SA infrastructure.
Every customer interaction logged with required disclosures. Treating Customers Fairly alignment on all outbound comms.
Full read / thought / did trace retained for the FAIS record-keeping period. Accessible to your compliance officer.
Four phases. You decide how long each one runs.
Claim-status and policy-Q&A run silently. Daily digest to advisers showing what would have been replied.
Claim-status and policy-Q&A go live with the FAIS-approved disclosure footer. Renewal nudges start as drafts.
Renewal nudges go live. Quote triage starts routing briefs to advisers.
Adviser handoffs fully wired. Cross-sell flags enabled. FAIS disclosure tracking live for audit.
The honest ones, answered honestly.
Will this give financial advice?
Never. The system answers factual questions (policy clauses, claim status, premium amounts) and routes anything resembling advice to a FAIS-accredited adviser. The boundary is drawn hard and logged.
How does it handle FAIS Category I disclosures?
Every customer-facing message includes the required disclosures, pulled from your FSP's licence register. The disclosure given on each interaction is logged for FSCA audit.
What about Category II (intermediary) licences?
For discretionary or intermediary services, the system drafts and the adviser signs off. We do not let the system issue advice under any category.
Does it integrate with Cardinal?
Yes. Cardinal is one of our first-class integrations. Santam, Hollard, Discovery, Old Mutual, and Liberty follow the same pattern.
Can a customer escalate to a human mid-chat?
Any time. Typing 'adviser' or 'human' routes immediately. The system also escalates itself when confidence drops below your threshold.