FranceWho we work with · Insurance
AI for insurance and brokerage
From quotes to renewals, generative AI lightens the administrative workload of brokers and insurers and gives back time for the client relationship.
- Training recognized by the ChAD (CE credits)
- Based on your real cases
- In person or remote
- Eligible under the 1% law
The situation
Brokerage firms and insurers are swamped with administrative tasks, while generative AI makes its way in unevenly. Properly governed, it secures usage, respects regulatory frameworks, and frees up time on repetitive tasks to refocus on advice and the client relationship.
Use cases
AI applied to your work
Process quotes and files faster and more reliably, with fewer oversights.
- Extract and structure information from quotes and policies
- Compare coverage and clauses to decide faster
- Summarize file notes and correspondence
- Populate templates and reports
Anticipate key points and prepare client meetings ahead of time.
- Summarize existing coverage before the meeting
- Identify changes in the profile since the last renewal
- Structure arguments tailored to each client
- Prepare context-driven diagnostic questions
Improve quality and consistency in writing, without overloading brokers.
- Draft and improve proposal and follow-up emails
- Adapt tone and clarity to the client
- Explain technical clauses in plain terms
- Iterate based on feedback, while keeping human validation
And many more, day to day:
- Monitor industry and regulatory developments
- Build templates for comparative analysis and underwriting
- Develop AI assistants specific to each role
Want to apply these to your own projects? Let us talk, 30 minutes.
Book a callHow we work with you
Our offerings for insurance
Training
Practical training to make your teams self-sufficient with generative AI: ChatGPT, Claude, Copilot and your business tools.
Train your teamsWorkshop
Hands-on workshops, in small groups, to put AI to work on your real cases and walk away with concrete automations.
Get hands-onAI and productivity consulting
Consulting to scope your use cases and turn AI into a real productivity lever, for individuals and teams, where it creates the most value.
Scope it, gain productivityPoints to watch
The challenges specific to your sector
- Client data confidentiality: personal and financial data flows through these tools, which calls for strict care in choosing and configuring them.
- Compliance and ethics: meet ChAD requirements, continuing education remains certified (CE credits).
- Reliability: plausible but false content (a clause, a figure) can have legal consequences, human validation is essential.
- Funding: our training programs are eligible under the 1% law and recognized by the ChAD (CE credits).
A question about AI in your organization? Let us set up a call.
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