Insurance Underwriting

Insurance Underwriting

for Agents

AI-Native Wealth Management — Built for Analysts, RMs, and HNIs

Faster recommendations. Zero hallucinations. Built for trust.

Faster recommendations. Zero hallucinations. Built for trust.

Standard

Prefered

Prefered Plus

Say No to Manual reviews

Say No to Manual reviews

Minimal human input is all you need.

Ingest your documents and query your knowledge base to get the best insurance plans, without sifting through scattered tables, images, or metadata across multiple files.

Don’t write by yourself, it’s boring. Instead, let AI

Enhance

Enhance

Enhance

Your prompts


Why GenAI for Insurance Underwriting ?

Why GenAI for Insurance Underwriting ?

Background

Save 70% Research Time

AI scans policies, health data, and risk indicators — so agents focus on advising, not document-hunting.


Background

Auto-Extract Data

From PDFs to tables and forms, GenAI reads and links everything needed for faster underwriting decisions.

Background

Comply with all Risk Norms

Built-in checks for medical history, DUIs, and risk flags — ensuring every plan suggestion meets compliance.