Your personal AI assistant, the wefox Broker Co-Pilot is the insurance broker software to support you throughout the entire broker lifecycle.
Your personal AI assistant boosts productivity in everyday workflows and customer loyalty with trusted and compliant services. The full-service business management suite for brokers, Broker Co-Pilot rolls all of your traditional broker tools into one.
Increase productivity and reduce time spent on administrative tasks and operational costs through automatic customer communication using the Broker Co-Pilot CRM tool functionality.
Offer better, tailored solutions based on individual needs and preferences - Broker Co-Pilot uses custom risk-coverage gap analysis to make 360° product-related recommendations.
A top priority of any broker tool, all data is secure and protected by the most comprehensive compliance and security controls and fulfills all GDPR requirements.
Want a business management software that helps you to work smarter? Unleash limitless customer engagement with easy-to-use AI features, seamlessly available throughout the broker portal.
Auto-generated and personalized customer relationship management in just a click. Helps you write birthday messages, propose a consultation or a policy to your customer. With our free text functionality, you can create any prompt to facilitate future communication.
Our AI technology discovers customers’ personalized needs by profiling customer data (location, age, gender, address) and makes product recommendations based on this data.
Set criteria to better manage and engage customers with your portfolio and extract specific customer information (e.g. find customers with high likelihood to buy, policy needs) with one click.
Receive quick and accurate insurance coverage analysis in minutes, eliminating the need for manual document review. Help customers understand the coverage within their policies.
Use the AI co-pilot as an additional team member to ask anything you want - the business management software is ready to respond to any request (e.g. “Give me the risk profile of Anna Harrison”)
Get more by doing less - deliver exceptional customer experiences and stay ahead of the competition thanks to your AI-powered business management tool Broker Co-Pilot.
Get relevant insights to interact with your clients more.
Reach more customers and provide the same excellent service in less time.
Increase your portfolio size with data-driven identification of cross-selling opportunities.