AI tools
Which of your customers will need home insurance this year?
A policy runs to dozens of pages and your agency has thousands of customers. Exclusions, renewal changes and opportunities are all in your data, but nobody has time to find them.
- Covers
- Fire, theft, glass breakage
- Does not cover
- Damage from driving without a licence
- Deductibles
- Own contribution on own damage
Does this sound familiar?
Nobody has time to read everything
- Comparing two offers takes ages
- Renewal changes surface when it is too late
- The data is there, but nobody reads it
In plain words
The AI tools are helpers that read for you. You upload a policy as a PDF and get answers in plain language. They come with CRM Suite.
From PDF to answer
- You choose what you want: summary, comparison, what changed, agreement check, a question, or a risk scan.
- You upload the PDF.
- AI reads the document and answers with references to the articles.
- You check the answer and you decide.
A policy from another agent
A prospect brings a policy from another agent. You upload it and soon see what it covers, what it does not, and its deductibles, before you make your proposal.
Who it is for
Agencies that read many policies and want to advise better, without losing hours reading.
With the AI tools
Script's AI tools read your agency's data and your PDF policies, and show you where your attention is worth spending.
Save time
A whole policy becomes a one-page summary.
Give better advice
Explain what is covered in plain language.
Find what you would have missed
Exclusions, underinsurance and opportunities come to the surface.
What AI does in an insurance agency
AI replaces neither you nor your insurance agency software. It reads what is in the back office and in policies, so you decide faster. It does not do multi-quote, but it helps you explain the difference between two offers.
It reads what you have no time for
A policy runs to dozens of pages. Upload it and see what it covers, what it does not and its deductibles.
It compares
It puts two or three offers side by side, or last year's policy beside this year's, and shows what changed.
It shows you where to look
From your own data you see which customer needs attention and where there is an opportunity.
The decision stays yours
The tools suggest. You know the customer, and you decide what to say.
Start small: upload a policy a prospective customer brought and see what the tool tells you. The gain is immediate, because you skip the reading and go to the meeting prepared, with specific points to discuss. AI Tools are part of CRM Suite. The customer sees that you studied their case before suggesting anything.
What's included
- Read it to me
- A policy on one page in plain language: what it covers, what it does not, deductibles and obligations.
- PDF comparison
- Two or three offers side by side, or last year's policy against this year's.
- Issue check
- Compares the issued policy with what you agreed.
- Ask the policy
- Answers that cite the article.
- Customer score
- Who needs attention now.
- Opportunities
- Life events and cover gaps that turn into a proposal.
- Suggested replies
- Draft replies to customer messages, which you approve.
- AI email
- Email drafts ready to review. Addresses are never stored.
How it connects to the rest
Frequently asked questions
Are the results always right?
AI suggests and you decide. Every answer should be checked before you use it.
Where are they included?
In CRM Suite, which adds to any Connect plan.
What can I upload?
The policy as a PDF, or a second document to compare and check.
Does it compare offers?
Yes, two or three offers side by side, or last year's policy against this year's.
Does it show where an answer comes from?
Yes. Answers cite the article of the policy.
Can I try it for free?
Yes. The trial lasts 14 days, with no card and no commitment.
Is there anything to install?
No. Everything runs in the cloud, from your browser, with no server at the office.
Do you help me get started?
Yes. Moving your data from your old system and helping your team in the first days are free.
Does support cost extra?
No. Support is included in your subscription.
Can I cancel?
Yes, whenever you like. Cancellation takes effect once the current period is over.
All products
Five questions, and you know what fits
Tell us how your agency works. We suggest a plan and add-ons, and you try them for 14 days with your own data.