AI per Aziende is an Italian studio that builds custom AI tools for independent insurance agents and brokers. An assistant on your website and WhatsApp collects quote details and claim documents, and renewal reminders go out only after you approve them; product recommendations stay with the licensed agent. You can try it out after a free intro call.
A message comes in asking how much home insurance costs. No address, no property type, no prior claims. It takes three rounds of back-and-forth to get what you need, and by then they've tried an online comparison site.
Policies renew on different dates across the year. When nobody reaches out in time, clients drift to another carrier or lapse, and your book shrinks quietly.
After a fender-bender the client sends two blurry photos, forgets the other driver's insurer and mails the accident report a week later. Every incomplete file means more calls and slower settlements.
The assistant asks for exactly the details your lines of business need, one question at a time, and hands you a complete summary. It doesn't quote prices, recommend carriers or judge coverage: that's the agent's call.
From the renewal list you share with us, the tool drafts messages each week for clients renewing in the next thirty days. You review them in one batch, remove anyone you've already spoken to, and send.
When a client reports a claim, the assistant asks for photos, the other party's details, any police or accident report and witness contacts, and tells them what's still missing. You get an organized file to check and submit.
Office hours, how to pay a premium, where to find an ID card or certificate: the assistant answers with information you approve. Anything about a specific client's coverage goes to a person.
Three steps, and the first one is a no-strings conversation.
Around thirty minutes online. You show us how quote requests, renewals and claims move through your office today, and we point out where AI can take over data entry and where your judgment has to stay.
We build a first version around the questions your lines need, your hours and your message templates, and test it on sample cases before you decide anything.
Your staff use it day to day and we adjust it based on what they see. No message, reminder or document reaches a client without approval from someone at your agency.
Our assistant collects, sorts and reminds. Recommending a policy is the agent's responsibility, so the tool is built never to do it.
Management systems, WhatsApp and Telegram assistants and data-processing tools are projects clients have hired us for. Three industry platforms we built ourselves are already live.
Client data is used only to run your agency's tool and is never used to train models. The code and instructions are yours to keep if you ever stop working with us.
Mostly for the work around advice rather than the advice itself: collecting quote details, drafting renewal reminders, gathering claim documents and answering routine service questions. That frees agents to spend more time on coverage conversations. AI per Aziende builds these tools to fit each agency, and every message to a client goes out only after someone at the agency approves it.
Ours won't, by design. Recommending coverage is a duty of the licensed agent, and the rules depend on your country: in Italy, for example, IVASS Regulation 40/2018 requires distributors to offer contracts consistent with the client's demands and needs. The assistant collects information, answers practical questions like payment options and office hours, and passes anything about coverage or choosing between products to a licensed person with a summary.
Not out of the box, and we tell you that before starting. We have no ready-made connection to agency management systems or carrier quoting portals. By default the tool works alongside them: complete intake summaries to enter, renewal lists you provide, claim files organized per case. If an integration really matters, we discuss on the intro call whether it's realistic and worth the cost.
Keep a single renewal list and contact clients well before the date instead of relying on memory. With the tool we build, every week you find reminders drafted for clients renewing in the coming month. You review them, remove anyone you've already spoken to and approve sending. Clients who reply are booked for a call or a review meeting.
Before anything is built, we write down with you which details the assistant may request, such as a vehicle plate or a property address, and which it must never ask for. Your book of business stays inside your agency's tool and is not fed into training any model. Should you switch providers one day, the code and instructions go with you.
Price mostly follows two things: how many lines of business the tool covers and how many people at the agency use it. A solo agent collecting auto quote requests over WhatsApp needs far less than a broker with three account managers, multi-line renewals and claims files. After the free call you receive a written quote before anything is built; if we don't think it pays off, we'll tell you.
A free thirty-minute call: walk us through how quotes, renewals and claims run in your office. We'll show you what AI can prepare and what should stay with you as the agent.
Thank you. We'll write to you to set up the call: we reply within 4 hours on working days (Italian time).
Your details are still in the form. Try again in a moment, or email us directly: Email info@aiperaziende.com