14 Day Trial

FAQ

Frequently Asked Questions

1. What is included in a free trial?

Our trial is for 3 days, and includes 5 credits. A credit is one use of our core AI modules: Discover (for client needs analysis) or Propose (for generating a Statement of Advice). This is enough to run real-life client scenarios through the entire BrokerBuddy workflow, from initial fact-finding to the final recommendation. During your trial, you get full, unrestricted access to all features—no credit card required. It’s the perfect way to experience the time savings and efficiency gains firsthand.

2. What exactly is BrokerBuddy?

BrokerBuddy is an AI platform for insurance brokers designed from the ground up to support your workflow. Think of it as an intelligent co-pilot. It's a powerful piece of insurance broker automation software that uses advanced AI to help you with the most time-consuming parts of your job—like client discovery, policy research, and quote comparison—so you can streamline your broking process and focus on providing exceptional client advice.

3. How does AI actually help an insurance broker in their day-to-day work?

The benefits of using AI in insurance broking are tangible. Instead of spending hours on manual tasks, our AI can:
- Automate Research: Instantly analyse complex Product Disclosure Statements (PDS) and policy wordings to find key details.
- Enhance Discovery: Guide you through a structured and comprehensive client needs analysis, ensuring no detail is missed.
- Accelerate Advice: Generate a detailed, compliant draft for your Statement of Advice (SoA) in minutes, not hours.
- Boost Productivity: By handling the repetitive work, our insurance broker productivity tools free you up to manage more clients and build stronger relationships.

4. What do you mean by 'Generative AI' for insurance?

Generative AI is a type of artificial intelligence that can create new content, such as text, summaries, and recommendations. BrokerBuddy uses a specialised form of generative AI for insurance, trained specifically on policy information and standards. It helps draft client information, summarise key policy differences, and form the narrative for your recommendations, acting as an incredibly fast and accurate assistant.

5. How does BrokerBuddy streamline my end-to-end broking process?

BrokerBuddy connects the dots between the most fragmented parts of your job. The platform creates a seamless flow from initial client fact-finding to the final recommendation. Data entered during discovery is automatically used to compare policies and populate your SoA, eliminating the need for manual re-entry and reducing the risk of human error. This integrated approach is how we help you automate insurance broker tasks effectively.

6. With platforms like this, what is the future of insurance broking? Will AI make my role obsolete?

Absolutely not. The future of insurance broking is about partnership with technology. BrokerBuddy is designed to augment your expertise, not replace it. We believe AI will handle the repetitive, data-heavy tasks, freeing you to do what a machine can't: build trust, understand nuanced client situations, and provide expert, empathetic advice. The broker becomes a high-value strategist, powered by intelligent tools.

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