Today, most insurance contracts evolve on fixed dates, with little consideration for the actual life events of the customer. Our solution (B2B) introduces an intelligent AI system that detects key life moments, such as moving to a new home, having a child, or switching to remote work, and automatically triggers a targeted review of the customer’s insurance contract. The result : the customer is better protected, right when it matters. The insurer strengthens loyalty while increasing the relevance and timing of new offers.
Unlike competitors focused on claims or underwriting, AssurFlow provides real-time, proactive insurance recommendations to sales agents based on life events (for instance : moving, retirement, having a child). Instead of introducing yet another tool or overwhelming agents with unnecessary information, our solution presents tailored recommendations directly within their CRM. Sales agents can choose to act on these insights and contact the customer or disregard them based on their own assessment.
Features : AI-Powered Recommendations Detects life events (for instance : moving, having a child...) and suggests tailored insurance products. Recommendations are delivered directly within the advisor's CRM for seamless integration.
Interactive Web Application Clients Log in to view and update their profiles. Simulate life changes to explore potential insurance adjustments.
Advisors Access a dashboard with client updates and AI-generated recommendations. Trigger AI agents for contextual insights.
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