Remove up to 100% of your rekeying from your portal quoting workflows… Nobody wants to spend client time on copy & pasting
InsurAssist removes the heavy lifting from carrier portals by eliminating rekeying. We turn market presentations, fact finds, voice transcripts, and client comms into structured data and bulk-fill your portal applications 5 or 6 times quicker than rekeying. Business as usual... much, much faster.
InsurAssist removes the heavy lifting from carrier portals by eliminating rekeying. We turn market presentations, fact finds, voice transcripts, and client comms into structured data and bulk-fill your portal applications 5 or 6 times quicker than rekeying. Business as usual... much, much faster.
Introducing InsurAssist
InsurAssist is a powerful, human-in-the-loop, AI-powered form auto-fill tool that completes insurance portal rekeys in your web browser.
A side-panel assistant launches in your web browser and stays open next to the Insurer Portal you are working on. The assistant reads the form content, compiles the relevant client and risk data, and then bulk-fills the portal application form for you. There is no rekeying, no copying and pasting.
A complex risk might take upwards of 15 minutes to complete by hand. With us, typical fill times drop to 1-2 minutes, saving brokers and insurance administrators hours every day.
An easy-to-access, simple-to-follow, step-by-step user interface facilitates rapid onboarding with minimal training and immediate time-saving benefits.
move
We can work with any portal and any line of business. Your question set, your markets and the flexibility to decide who you approach with each risk.
We don’t make decisions for you, we simply help you to get to prices, referrals and declinations faster. We train our systems on your questionnaire and the portals you use to eliminate rekeying; that’s all. No dictating carriers, no points and margins, no per-seat licenses and no nasty surprises.
We don’t make decisions for you, we simply help you to get to prices, referrals and declinations faster. We train our systems on your questionnaire and the portals you use to eliminate rekeying; that’s all. No dictating carriers, no points and margins, no per-seat licenses and no nasty surprises.
Insurers are putting additional submission workload on brokers...
Entering a risk into an insurer portal can take anywhere from 7 or 8 minutes to well over 20. In many cases, that time multiplies by four or five. Our data structuring and bulk form-field filling reduce application time by at least 80%. We train our AI on your question sets across all the portals you use regularly to ensure everything fills as smoothly as possible, typically achieving 100% completion and accuracy.
You retain complete control of the client and the application process itself. No black box: we don’t automate quote retrieval, and we don’t submit applications on your behalf.
The user submits and executes any request to the insurer, such as submitting a form or requesting a referral. The software interprets the questions on a page and fills them in bulk on the user's behalf; so you work faster, but never never lose control of the submission.
move
Why not let us deal with your admin, while you deal with your business.
An average client might save 30 + minutes per risk on 400-500 enquiries per month, either increasing quoting capacity fivefold or freeing a couple of hundred hours a month to spend doing the important and interesting stuff… Why is that important stuff backlogged behind rekeying?
An average client might save 30 + minutes per risk on 400-500 enquiries per month, either increasing quoting capacity fivefold or freeing a couple of hundred hours a month to spend doing the important and interesting stuff… Why is that important stuff backlogged behind rekeying?
Secure at Our Core
InsurAssist relies on our own custom software and proprietary AI models to manage your data and deliver our services. We work with top-tier ISPs and cloud services based in the UK and Europe, and we hold ourselves to the same exacting information security standards you do.
You control retention policies; none of your data enters any shared environments, and we don’t use anything you send us to train our own or other AI models. We are and always will be GDPR-compliant; our internal security protocols are extremely robust, and every provider in our supply chain holds relevant, up-to-date security accreditations.
Our core server infrastructure is hosted with UK Tier 1 provider CWCS, with data centres in London and Nottingham. Our Proprietary AI stack is housed on Azure servers domiciled in the EU, with every client instance separated and sandboxed for complete security and privacy.
move
Frequently Asked Questions
Does InsurAssist work for any line of business?
Pretty much, yes. Any risk that is quoted via an Insurer Extranet or portal via a web browser is compatible. We can work with repeatable fields, conditional logic and anything from a few fields to thousands.
Does InsurAssist work with any portal?
We haven't found one it doesn't work with, so we can confidently say it does. Some older technologies or oddly constructed questions might pose problems here and there, but in almost all cases we can fill forms 100% complete and accurate.
What data formats can you work with?
We can work with pretty much anything. Most Acturis users will upload MS Word export Market Presentations, but we can take Word, Excel, email files, PDFs, text files, voice transcripts... pretty much anything.
What systems can you integrate with?
You don't need to integrate with us to work with us. We work on import and export routines. This is where our AI comes into play. You can import your risk data from any system in any standard format and we structure it into a database format our side. No APIs are necessary, so there's no up-front expense and no long lead times.
Can you support multiple products?
Yes, we encourage you to work with us on as many product lines as cause you headaches. Generally speaking, if you're completing quotes for more than around 50 risks per month on any given product, there's likely a case for InsurAssist. We also offer discounts for multiple product lines, so we can provide economies of scale on smaller books of business alongside your core propositions.
Does InsurAssist work like an aggregator or eTrade?
No, absolutely not. InsurAssist is designed to take over where eTrade and aggregator services aren't available, and you need to keep control of your process. We don't dictate who you can work with, and you continue to manage your carrier relationships as you always have, using your own logins and accounts.
Do you charge per user?
No, there are no per-seat charges, so you can have as many users as you wish. You are billed based on overall system usage, so it doesn't matter whether a user uses the system once in a while for convenience or spends all day running multiple risk analyses. That's up to you; tell us who needs access, and we'll set them up at no additional cost.
How do I know it's right for me?
When you book a demo with us, if there is a commercial fit for both businesses, we will offer you a trial of the system, which you can run for up to 90 days. During the trial, your only obligation is to pay for your regular use. You can walk away at any time, or we can move you to a 12-month contract at the end of your trial, or at any time during it.
Who is InsurAssist best suited to?
Every business has its own reason for using automation in its workflow. With InsurAssist, we find the best fit is any broker handling multiple quotes per day on a specific line of business and spending 20-30+ minutes on each risk. We get dramatic time-saving benefits on complex risks and high-volume business, but overall, it's well suited to anyone who uses portals regularly and wants to save time.
How much does it cost?
We bill by volume, with a low entry point of well under £1000 per month. High-volume businesses and those running multiple product lines benefit from economies of scale. Generally, we reduce desk cost per quote by around 50-70% and speed up admin by 80-90%. Book a demo with us, and we can give you accurate costs for your specific circumstances on the first call - no huge numbers, no nasty surprises, no hidden charges further down the line.
Do you provide any MI/stats?
Yes. You will be provided with a client portal where you can see which portals are being accessed, by whom and how frequently. We use the data ourselves to ensure we bill you fairly and accurately; you can use the same data to see application volume and frequency.
What is your data retention policy?
That's entirely up to you. We can store data for as long or as little time as you wish. If we store data, you can retrieve it without re-importing it, saving time and money. Some clients prefer to wipe the data after 24 hours; others prefer to keep it long-term for MTAs and renewals. We don't charge to store data, so it's really just a matter of what you'd like us to do. We redact all data based on your requested timescales so your MI is preserved even if your client data isn't.
PRINT
Book a demonstration.
Karl Baxter will be happy to talk you through the benefits of our platform, any challenges you are facing or opportunities that we can help you to realise. Book a 45 minute demonstration with him by clicking the button below.
Book Now