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AI extracts name, DOB, address, beneficiaries and more from the call transcript.
AI Assistant
More commission and less admin work
Your AI assistant to complete applications faster
Extract data from Spanish call transcripts, review with your expert eye, and generate PDFs ready for signature. No guessing, no hallucination, full audit trail.
Commission
↑ More
Admin work
↓ Less
AI powering your productivity
Why use the AI Assistant
Spanish first
Designed for Spanish-speaking clients. Number words, dates and regional vocabulary handled correctly.
No hallucinations
Only extracts what the client explicitly said. Never guesses. Honest confidence on every field.
Full audit trail
Every extraction, confirmation and edit is logged. Compliance assured.
Real-time
Real-time guidance and suggestions
We make real-time suggestions for agents that decreases the time-to-application submission based on your Agency preferences.
- Real-time underwriting qualification guidance
- Estimated rate-class in seconds
- Possible disqualification alerts
- Which carrier is most likely to approve
Live example
Client: 45 / Male / Non smoker / Mild diabetes
Recommended carriers:
National Life— Preferred
Mutual of Omaha— Standard+
Foresters— Likely decline
Why Agents Love Us
- Prevents submitting bad applications
- Prevents declines
- Helps choose the right carrier instantly
This can increase placement rates by 20–40%.
The value you create
Typical life insurance agent metrics:
| Metric | Typical |
|---|---|
| Leads per week | 20–60 |
| Conversations | 8–20 |
| Applications submitted | 4–10 |
| Commission per policy | $400–$1,500 |
If your tool saves 20 minutes per application, agents can often submit 30–60% more applications.
Example:
Without tool
5 apps/week
$800 commission
$4,000
With tool
8 apps/week
$800 commission
$6,400
That is $2,400 additional revenue per week.
Call transcript → AI extracts data → You review and confirm → PDF → E-signature → Carrier submission
Access Assistant