Never miss a review, a renewal or a document.
Advice businesses run on relationships and paperwork: reviews that must happen, renewals that must not lapse, documents that must be on file. AI agents remind clients, collect documents, answer practical questions and book reviews, while every piece of advice stays with your qualified people.
Who this is for: Financial advisers, insurance and medical aid brokers, wealth managers and financial services practices.
Where time and money leak.
Renewals and reviews
Clients who are not contacted before a renewal or annual review may move.
FICA and document chasing
Onboarding stalls waiting for documents.
Practical questions
How do I claim? Where is my policy schedule? When is my debit order?
Claims status
Clients phone for updates on claims in progress.
Record-keeping
Every interaction needs to be recorded.
The AI agents that fit, and what each one does here.
Add the ones you want to your plan as you read; they are collected on the pricing page for you.
AI Website Assistant
Answers practical questions and books reviews. Gives no financial advice and recommends no product.
AI Booking Agent
Clients book reviews and consultations online.
Reactivation Agent
Annual review and renewal reminders to clients, on time, every time.
AI Follow-up Agent
Document collection reminders until the file is complete.
WhatsApp Assistant
Claims-status questions answered from your system, with exceptions passed to your team.
Daily Owner Briefing
Daily summary: reviews due, renewals this month, documents outstanding.
Step by step, for each agent.
AI Website Assistant
- Starts withA visitor asks a question on your website, at any hour
- The agentThe assistant answers from your approved information, in English or Afrikaans
- The agentWhen the visitor is ready, it offers the form, a booked call or WhatsApp
- You getThe lead is saved and emailed to you within seconds
- A personAnything complex, sensitive or upset goes to a person, with the conversation attached
You stay in control: You approve what it knows. It says it is an AI, says when it is not sure, and never invents prices or promises.
AI Booking Agent
- Starts withA customer asks to book, on your site or in the chat
- The agentIt shows only the times you are open, in the customer's time zone
- You getConfirmation and calendar invite go out at once; you are notified
- The agentReminders go out before the appointment; changes and cancellations update your diary
- A personYou set the hours, limits and blocked days; your team sees every booking
You stay in control: Your hours, your limits, your blocked dates. One upcoming booking per person, and no double bookings.
Reactivation Agent
- Starts withA customer's next service, check-up or renewal comes due
- The agentA reminder with a booking link goes out, only with consent
- You getBookings land in your diary; replies reach your team
- A personYour team handles questions; opt-outs are honoured at once
You stay in control: Consent first. Every message carries an opt-out.
AI Follow-up Agent
- Starts withA new enquiry, booking or quote arrives
- The agentIt creates or updates the lead, deal and follow-up task in your CRM
- The agentFollow-up emails go out on schedule, only with consent, each with an opt-out
- You getReplies and bookings move the deal on; opt-outs are permanent
- A personYour team sees every lead, note and task, and steps in at any point
You stay in control: You approve the email wording. Anyone who opts out is never emailed again.
WhatsApp Assistant
- Starts withA customer messages your WhatsApp business number
- The agentIt answers, books or checks status using the same brain as your website
- You getBookings, leads and payment links go into your systems
- A personYour team can take over the chat at any time, with the history attached
You stay in control: Runs on a verified business number with approved message templates. Only messages people who opted in.
Daily Owner Briefing
- Starts withEach night it gathers yesterday's activity from your systems
- The agentIt writes a short summary: leads, bookings, calls, payments, problems
- You getOne message reaches you at the time you choose
- A personItems needing your decision are listed first, with one-tap links
You stay in control: Only you choose who receives it. It reports; it does not act on its own.
How each benefit pays.
No invented statistics. These are the mechanisms; the calculator below puts your own numbers to them.
Customers kept
- Every client contacted before renewal and review
Time saved
- Documents chased automatically
- Practical questions answered without a call
Compliance support
- Every message and reminder is logged
What are missed reviews and document chasing costing you?
Change the example values to your own. Nothing you type here is sent anywhere unless you choose to book a call about it.
Example values, to replace with yours.
What this is costing you, a month
- Annual income at risk each monthR0
- Time spent chasing documentsR0
How this is worked out
Reviews and renewals not contacted in a month x the share you would keep x annual fee or commission. Document-chasing hours a week x hourly cost x 4.33 weeks.
Your figures and chosen agents are added to the booking notes for you to edit before you send anything.
What a day looks like with AI agents in place.
Clients with renewals next month get a reminder to book their review.
A new client is reminded which FICA documents are still needed, with a secure upload link.
A client asks on WhatsApp how to submit a claim. The assistant sends your claims process and hands over for anything specific.
An illustration of how the agents work together, not a client story.
Built for the rules your industry works under.
- The AI never gives financial advice or recommends a product. Advice is given only by authorised representatives under the FAIS Act.
- Account numbers, ID numbers and policy details are never collected in a chat.
- Marketing follows the FSCA's rules and needs consent; reminders about existing policies are service messages.
- Call recording, if used, is announced at the start of every call.
- In the UK, EU and US the same care applies under their own laws (UK GDPR and PECR, the EU GDPR, and US rules such as CAN-SPAM). We confirm the rules for your country before any build.
Our recommendation for financial services.
Start on Growth, then add what you need.
Suggested add-ons: Reactivation Agent, WhatsApp Assistant, Daily Owner Briefing. You can start small and add agents one at a time.
Try it before you call
Every review booked, every renewal contacted, every file complete.
Book a 30-minute call and we will show you what we would build first for your financial services business.