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AI-Powered Insurance CRM

Transform Your Insurance
Operations with AI

Automate lead scoring, personalize customer engagement, and generate intelligent proposals—all powered by advanced AI agents.

Powered by AI Agents

Our intelligent agents automate key insurance operations, helping you focus on what matters most.

Lead Scoring Agent

Automatically score and qualify leads based on IHT exposure, wealth indicators, and engagement signals.

Engagement Agent

Optimize outreach timing and channel selection for each prospect based on their preferences and behavior.

Proposal Agent

Generate personalized insurance proposals with product recommendations tailored to each customer's needs.

Integrated with GenLegacy Vault

Seamlessly pull customer financial data including net worth, assets, and IHT exposure to power intelligent insurance recommendations.

  • Real-time net worth syncing
  • Automatic IHT exposure calculation
  • Asset breakdown visibility
  • Secure API integration

Vault Integration Diagram