Insurance brokerages

AI solutions for insurance advice, administration and client communication.

Discover how Stokman Advisory helps insurance brokerages put AI to practical use for greater efficiency, less manual work and better service.

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Concrete AI solutions for insurance brokerages

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Automating the Wft duty of care

The problem

Financial services firms already meet their Wft duty of care, but not yet in an automated or standardised way. This costs advisers an unnecessary amount of manual time.

The solution

Software that approaches clients by email, proactively and personally, to validate whether their cover is still right, whether anything has changed in their policies, and to recommend additional cover.

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Substantiating insurance advice

The problem

Substantiating insurance advice takes time and energy and can only partly be automated. Only an adviser can add the final 30% of sharpness — but that time is now lost to the groundwork.

The solution

A software solution that generates 70% of the advice rationale from your existing systems, so the adviser only has to put the finishing touches to it and has more time for client contact.

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Faster commercial quotes

The problem

For commercial quotes, the application form differs considerably from one insurer to the next (ASR and NN, for example), which makes comparison unnecessarily time-consuming and leaves advisers entering the same details over and over.

The solution

A software solution that fills in form fields automatically from CRM data, so the adviser only has to run a quick check before the application is submitted.

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Meeting preparation & reporting

The problem

Preparing properly for client meetings and writing a GDPR-proof report afterwards takes a lot of time, while the information is already there, scattered across various systems and data sources.

The solution

A software solution that automatically prepares each client meeting with input from various data sources, and afterwards writes a structured, GDPR-proof report using speech recognition.

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Ready to put AI to work in your insurance brokerage?

We'd be glad to tell you more about what Stokman Advisory can do for you.

📞 Call us today — 06 484 55 840 ✉ Send an email