Simpli Raises Pre-Seed Funding to Power AI-Driven Tools for Insurance Brokers

We’re proud to announce that Simpli has raised our first round of pre-seed funding to build the next generation of AI-powered tools for brokers—starting with intelligent policy reviews and dynamic client portals that radically reduce admin and boost engagement.

This milestone is about more than capital.
It’s a signal that brokers—across health, life, commercial, and personal lines—are ready for tech that finally works the way they do.

Why Simpli Exists

Brokers spend hours buried in admin tasks: reviewing client policies, chasing documents, updating portals, and compiling quotes. We’re changing that.

Simpli an AI-driven platform built to help brokers do what CRMs never could:

• Review policies in minutes, not hours.

• Launch self-service client portals with a few clicks.

• Surface key insights automatically, before clients even ask.

Our first users have already cut their policy review prep time by 80% - freeing up hours for what really matters: advice, trust, and growth.

Built for Brokers, Backed by Believers

This round is backed by a group of angel investors. Their support helps us stay lean, build fast, and stay obsessively focused on delivering tools brokers will actually use.

What’s Next?

• Launching Simpli Policy Review AI with early partners.

• Rolling out branded client portals to streamline onboarding, servicing, and renewals.

• Expanding our Knowledge Agent across broker networks & enterprise broker partners.