Client
National Insurance Brokerage Platform
Sector
Retail Insurance, Legal & Compliance
Offering
AI-Driven Policy Comparison & Quote Automation
/ Insurance /
/ Regulation /
/ B2C/
/ B2C/
Driving personalised coverage, sales efficiency, and customer confidence
Context
In the retail-insurance market a broker must navigate hundreds of pages of policy wording from multiple carriers while guiding prospects through complex coverage choices.
Manual comparison is slow and error-prone, often forcing brokers to rely on generic pitches instead of tailored advice. Clients risk buying unsuitable cover, overlooking exclusions, or missing discounts, all of which erode trust and revenue.
Challenge & Solutions
➤ Brokers are expected to deliver precise answers across highly variable insurance policies.
➤ Policy documents are complex, unstructured, and differ by provider.
➤ Manual comparison slows down response times and weakens customer trust.
➤ There’s a need for real-time, clause-level clarity to support confident decision-making.
Brokers are increasingly required to respond to highly specific client inquiries—such as “Which home insurance policy including earthquake coverage offers the lowest excess?”—with speed and precision. However, each provider structures benefits, exclusions, and deductibles differently, making manual comparisons inefficient and error-prone.
GAIA addresses this challenge through an AI-powered assistant trained on the full corpus of Home Policy Information Documents (IPIDs) across multiple insurers.
It enables real-time, clause-level comparisons to identify key differentiators such as coverage for disaster events, pet protection, family liability, square-metre thresholds, and excess limits. The assistant engages with prospects using a structured, sales-oriented dialogue, guides discovery, and autonomously generates compliant quotes and follow-up scheduling.
This solution empowers brokers to deliver fast, accurate, and fully contextualized responses—enhancing both operational efficiency and customer trust while keeping confidential data secure.
GAIA empowers brokers with real-time, clause-level intelligence transforming fragmented policy documents into confident, data-backed recommendations.
Impact
Key Outcomes
➤ Brokers face pressure to deliver fast, accurate recommendations across increasingly complex policies.
➤ Manual comparisons hinder productivity and expose teams to compliance risks.
➤ There’s growing demand for tools that enhance both client experience and sales performance.
GAIA transforms policy data into an intelligent, persuasive assistant elevating brokers from information gatherers to strategic advisors while ensuring clients secure the home protection that truly fits their needs.
Faster Conversions: Instant, policy specific answers turn exploratory questions into booked meetings.
Higher Accuracy: Clause level reasoning reduces mis-selling risk and improves compliance with IDD (Insurance Distribution Directive).
Revenue Growth: Personalised recommendations and upsell prompts drive increases in average premium per customer.
Broker Productivity: Routine comparisons automated; brokers reallocate time to high value advisory work.
Stronger Customer Trust: Transparent side-by-side comparisons foster confidence, boosting retention and referral rates.
increase
in conversion rates from quote to policy
one-third
reduction
in time spent on policy comparison and explanation
Are you ready to transform your business with AI? Contact us today for a free consultation and discover how we can help you take the next step towards innovation. Our team is here to answer your questions, provide insights, and help you envision a future where AI drives your success.
UK – London
Italy – Brescia