Client Discovery. Made Easy.

Input a client name or document, and our AI crafts a detailed profile, suggests coverages, and prepares the Q&A you need to engage insurers confidently.

Working Process

A Simple Powerful Workflow

Let AI handle in a few minutes, what you would struggle to finish in two hours.

1

Input

Start by entering a business name, website, or client document to begin the process.

2

Analyze

Our AI scans public and industry data to create a detailed profile of the business operations and risks.

3

Output

Receive a profile, tailored coverage suggestions, and a client-ready Q&A to streamline your next steps.

Benefits

HOW DISCOVERY ELEVATES YOUR ADVISORY

Intelligent Business Profiling

End-to-end encryption and full compliance keep your data safe and protected.

AI Powered Coverage Recommendations

No steep learning curves—get started in minutes with an intuitive interface.

Automated Q&A Generation

Streamline communication and reduce email clutter with real-time messaging.

Features

See Discover in Action: From Input to Insight

1

Provide the Starting Point

Simply input any detail you have about your client—a business name, ABN, website address, or even existing policy documents. This is the only manual step in the process. Whether you have a lot of information or just a little, Discover uses it as the foundation to kickstart a powerful and comprehensive research process, saving you from the time-consuming task of starting from a blank page.

2

Our AI Builds the Complete Picture

Once you provide the initial detail, the Discover agent gets to work. It automatically scours the web, analyzing public registries, industry databases, and other sources to construct a detailed profile of your client's business. In minutes, it synthesizes information about their operations, size, locations, and potential exposures, delivering a level of insight that would typically take hours of manual research to compile.

3

Go to Market with Confidence

Discover translates its research into a strategic, actionable output. It recommends relevant risk and coverage categories and, most importantly, generates a comprehensive Q&A document. This structured questionnaire contains the precise, detailed information required by insurers, eliminating guesswork and providing you with the perfect, market-ready brief to confidently request quotes.

FAQ

Frequently Asked Questions

1. Is the client profiling software for insurance secure?
2. How does the Discover AI tool streamline the client fact-find?
3. How does the risk analysis tool help reduce E&O risk?
4. Does Discover integrate with a BMS?
5. Was this platform designed with insurance professionals?
6. How does the Q&A work as a client needs analysis tool?
About Us

Built for Connection. Driven by Innovation.

We're on a mission to transform the way teams and customers communicate—faster, and more human.

4.9/5
Based on 24K global reviews

1

1

2

3

4

5

6

7

8

9

0

1

2

3

4

5

6

7

8

0

0

1

2

3

4

5

6

7

8

0

M

+

Active Users

9

1

2

3

4

5

6

7

8

9

0

1

2

3

4

5

6

7

8

8

%

Customer Satisfaction

9

1

2

3

4

5

6

7

8

9

0

1

2

3

4

5

6

7

8

9

.

0

1

2

3

4

5

6

7

8

9

%

Uptime Guarantee

5

1

2

3

4

5

6

7

8

9

M

+

Messages Sent Daily
Benefits

The Advantages of Smarter Messaging

Higher Productivity

Keep everyone in sync with channels, mentions, and smart notifications.

Faster Collaboration

Streamline communication and reduce email clutter with real-time messaging.

Better Customer Support

Deliver quicker, more personalized support with chat integrations and AI tools.

Scalable Platform

Whether you're a startup or enterprise, our platform grows with your team.

Enterprise-Grade Security

End-to-end encryption and full compliance keep your data safe and protected.

Quick Setup

No steep learning curves—get started in minutes with an intuitive interface.

Benefits

Built to Support the Way Modern Teams Communicate

AI Chat Optimization
Boost response speed & quality with intelligent AI suggestions.
AI Chat Optimization
Boost response speed & quality with intelligent AI suggestions.
Offline Messaging Sync
Keep chatting—messages auto-sync when you're back online.
Offline Messaging Sync
Keep chatting—messages auto-sync when you're back online.
Real Time Chat
Team Collaboration
AI Chat Support
Secure Messaging
Cross Platform
Smart Notifications
Easy Integration
Benefits

The Future of Business Chat Starts Here

Data Driven Messaging Insights

Understand Every Message with Powerful Analytics

Unlock trends, monitor performance, and optimize your conversations with real-time insights.

Detailed Team Performance Reports
Live Chat Metrics at a Glance
Step 01

Sign Up in Seconds

Create your account and set up your workspace in just a few clicks—no complex setup required.

Step 02

Invite Your Team

Easily invite your team members and get everyone connected in one place, instantly.

Step 03

Start Chatting Instantly

Jump into real-time conversations, share files, and organize discussions with channels.

Step 04

Track & Optimize

Use built-in analytics to monitor chat activity, improve workflows, and boost collaboration.

Working Process

How Chat FZ Works?

Discover how Chat FZ streamlines communication—from sign-up to smarter conversations—in just a few simple steps.

Testimonial

What Peoples Are Saying About Us

Recommend
Easy to use
I love it
Alex Anderson
Michigan, US

“Onboarding Time Cut in Half”

Sleek design, smart features, and the analytics are incredibly helpful. Highly recommended.

Curtly Ambrose
Michigan, US

“Team Performance Increases 10X”

Chat FZ made our team communication faster, easier, and way more organized.

Phillipe Cotller
Michigan, US

“Productivity Up Stress Down”

We've tried many tools, but Chat FZ is the one our whole team actually enjoys using.

Blog

Insights, Inspiration, and Innovation

Easily invite your team members and get everyone connected in one place, instantly.

Arlene McCoy
Editor
5 days ago
Chat Insights
May 10, 2025
Navigating the Stock Market: A Beginner's Guide
Arlene McCoy
Editor
5 days ago
Chat Insights
May 10, 2025
Top Integrations to Supercharge Your Chat FZ
Dianne Russell
Editor
5 days ago
Chat Insights
May 10, 2025
7 Features Every Great Chat App Should Have
Dianne Russell
Editor
5 days ago
Chat Insights
May 10, 2025
Maximize Team Productivity with Smart Messaging
FAQ

Frequently Asked Questions

1. What is included in a free trial?
2. What exactly is BrokerBuddy?
3. How does AI actually help an insurance broker in their day-to-day work?
4. What do you mean by 'Generative AI' for insurance?
5. How does BrokerBuddy streamline my end-to-end broking process?
6. With platforms like this, what is the future of insurance broking? Will AI make my role obsolete?

Become more productive, today.