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AI for Insurers and Brokers

Sales training, advisory documentation and case processing: AI where most of the time is lost today.

The Situation

More Demands on Sales and Back Office

Insurers and brokers face growing demands. Advice has to be documented without gaps, training has to be proven and new products have to be established in sales within a short time. At the same time, applications, contract changes and claims reach the back office through all kinds of channels and are often still processed by hand. We relieve sales and back office with AI that fits into existing processes and takes data protection and regulatory requirements into account from the start.

Use Cases

Where We Start

  • Sales Training

    An AI coach enables realistic practice conversations with virtual clients, supports exam preparation and teaches knowledge about new products. Intermediaries train flexibly and from anywhere, and their learning progress stays traceable.

  • Advisory Documentation

    With the client’s consent, the advisory conversation is recorded and prepared as minutes according to your documentation requirements. The adviser reviews, adds to and approves them.

  • Case Processing

    AI reads incoming applications, contract documents and cancellations, checks them for completeness and routes them to the right department. The back office gains time for clients and spots the need for action earlier.

Discover Your AI Potential

Get in touch and we'll talk about your possibilities.

Besprechung im Büro von BLACKFIELD AI.

Guardrails

  • Your Data Stays Protected

    Client and health data are processed in European data centres or in your own environment. Together with your data protection officer, we decide for each use case which data a model may use.

  • Advice Stays Personal

    AI trains, documents and prepares. Advice and decisions stay with your employees.

Frequently Asked Questions

With an AI coach that enables realistic practice conversations with virtual clients, helps with exam preparation and teaches knowledge about new products. Intermediaries train flexibly and from anywhere, and their learning progress stays traceable.

The advisory conversation is only recorded with the client’s consent and prepared as minutes according to your documentation requirements. The adviser reviews, adds to and approves them. Together with your data protection officer, we decide for each use case which data a model may use.

In European data centres or in your own environment, depending on the use case and your company’s requirements.

AI reads incoming applications, contract documents and cancellations, checks them for completeness and routes them to the right department. Advice and decisions stay with your employees.