An AI-Powered Insurance Brokerage Platform is a tool designed to assist insurance brokers by automating specific tasks and workflows within their operations. It helps with tasks such as policy comparison, client interaction, document handling, and data management.

AI agents are specialised software modules within the platform, designed to complete specific tasks. For example, they can extract important details from insurance documents, respond to routine client queries, or formulate renewal reports.

The Simpli platform enhances your brokerage by automating time-consuming tasks such as policy reviews, document handling, and client interactions. This means less admin and faster, more accurate results for you and your clients.

Simpli is designed to integrate directly with your Brokerage Management System (BMS) or Policy Administration System (PAS) via secure APIs. This integration allows Simpli to interact with your existing data and workflows without requiring major system overhauls. Through API connections, the platform can pull relevant data from your BMS/PAS, automate data entry tasks, and update records in real time, ensuring a smooth flow of information across systems.

Your data is used within the Simpli platform to power the various automated processes and insights it provides. All data is handled securely and in compliance with relevant data protection laws.