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AI agent for policy comparison in insurance brokerage
Comparing policies by hand, with every insurer in a different format, lets the right cover slip away: the agent cross-references terms and premiums and hands you the comparison ready to propose to your client.
AI agent for policy comparison in insurance brokerage
An AI agent for policy comparison in insurance brokerage integrates with your tools and current flow, with human supervision and traceability. Before automating we define the task, exceptions and success criteria.
We work from Barcelona and Madrid and remotely across Spain, Europe, LATAM and the United States. The agent adapts to your sector and real process, not the other way round.
We hand over the agent, its configurations, repositories and documentation in accounts owned by your company, without lock-in and with the ability to audit or rotate credentials.
Comparing policies by hand, with every insurer in a different format, lets the right cover slip away: the agent cross-references terms and premiums and hands you the comparison ready to propose to your client.
THE CHALLENGE
policy comparison in insurance brokerage
In policy comparison in insurance brokerage, manual work is slow, depends on staff and leaves room for error; automating it without knowing the sector's flow is a risk. The difference is an agent with rules, exceptions and control, built for your operation.
Comparison tables redone by hand
Each client wants a different table of coverages and prices that is rebuilt manually at every renewal.
Coverages hard to equate
Each insurer uses different terms and deductibles that are difficult to compare on equal footing.
Renewals past deadline
Comparisons arrive late and the client ends up renewing without weighing alternatives.
APPROACH
policy comparison in insurance brokerage
An agent with rules, exceptions and milestone control, adapted to your sector.
Extracting terms
The agent reads each insurer's policies and terms and extracts coverages, sums insured and deductibles.
Harmonizing coverages
It normalizes guarantees to a common scheme so they are comparable across companies.
Building the comparison table
It produces the comparison with prices, coverages and highlighted differences per risk.
Broker review
The broker validates nuances and exceptions before presenting it to the client, with a record kept.
DELIVERABLES
policy comparison in insurance brokerage
An operational, traceable agent under your control.
Comparison per risk
A table with each insurer's options for the same risk, coverage by coverage.
Differences summary
A list of relevant differences in deductibles, exclusions and sums insured.
Client-ready proposal
A finalized, reviewed comparison document ready to send.
Renewal history
A record of past comparisons and decisions to speed up the next renewal.
TRUST
AI applied to real sector processes with supervision
AI agents adapted to your sector's real operations since 2008, with human supervision, traceability and milestone control in Barcelona, Madrid and remote. Code and documentation under your control, without lock-in.
- Adapted to your sector's real operation.
- Human supervision with milestone and exception control.
- A measurable first release before expanding scope.
- Code, configurations and documentation under your control.
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