In Cover to Cover | Issue 28, we explored the transformative impact of generative AI on the insurance industry. Two years later, innovative tools like PolicyCheck are emerging to enhance insurance broker efficiency. Developed by Simon Archer and Andrew Horne, PolicyCheck helps brokers analyze customer profiles to find optimal insurance policies, streamlining customer interactions and improving outcomes.
Brokers can input customer needs into PolicyCheck, which generates tailored insurance recommendations and compliance checks. This AI-driven tool compares client requirements with various insurance policies, producing a color-coded summary for easy decision-making. Additionally, it tracks customer interactions and provides automated reporting features.
PolicyCheck aims to consolidate workflows, enabling brokers to focus on sales and business development rather than administrative tasks. With plans to include a wide range of insurance products, PolicyCheck promises to be a valuable resource for brokers in New Zealand and Australia. For more information, visit policycheck.co.nz.
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