How Does It Work?
By enabling the upgrade, an extra checkbox will be added to your form, asking your client for permission to process their data using AI services, in-line with our Privacy Policy.
If the client agrees, their sensitive, identifiable data such as name, email, address is removed before processing by our AI service.
AI feedback and advice related to client disclosures will then be added to the adviser’s submission screen (not the PDF download), for adviser use as part of their fact-finding process.
Why Upgrade?
Our custom AI solution is trained to offer guidance on possible terms or loadings from UK underwriters. It has been refined further in specific areas such as BMI, smoking, heart health, diabetes and more.
- It’s a free upgrade
- Perfect for new advisers
- Can help experienced advisers to triage complex disclosures
Please complete the form below to upgrade your account to enable AI processing of client submissions.