Advise the clients. Let AI chase the paperwork.
Renewal reminders, appointments, client records and follow-ups handled, so advice time stays advice time.
Where the hours actually go.
Renewals and review dates hide everywhere
Every client has policy anniversaries, review windows and life events worth a call, all tracked in memory and luck.
Roadshow leads go cold fast
Name cards collected at mall booths need follow-up within days. Most die in a drawer.
Client records are scattered
Policies, dependants, beneficiaries and notes across insurer portals, paper files and WhatsApp threads.
Compliance documentation is heavy
Under the FAA, every recommendation needs a documented fact-find and rationale, filed properly, every time.
Your toolkit inside kiap.ai
Live today inside the super app, or being built on the same API. Everything AI drafts, you approve.
Client policy records
Every client's policies, renewals, dependants and notes in one searchable place, not five insurer portals and a drawer.
Renewal and review reminders
Policy anniversaries, review windows and birthday check-ins flagged and sent on schedule.
Appointment booking
Clients book review sessions inside your availability, with reminders that cut no-shows.
Meeting prep summaries
Before each review: the client's policies, last conversations and gaps drafted into a one-pager.
Roadshow lead capture
Booth sign-ups become tagged leads with follow-up sequences, not name cards in a drawer.
Fact-find documentation
In the worksStructures your fact-find notes into compliant records for each recommendation, ready for your review and sign-off.
A day with AI doing the busywork.
Today's review clients have prep summaries drafted: policies held, gaps spotted, last topics discussed.
A roadshow lead from Saturday gets its third scheduled touchpoint and books a coffee chat.
Client review done. Fact-find notes structured into the record while details are fresh.
Renewal reminders for next month's anniversaries queue themselves. No policy lapses on your watch.
Questions insurance agents actually ask.
Will AI replace insurance agents?
No. Advice is licensed and personal: needs analysis, suitability and the trust clients place in you stay human under MAS rules. AI handles records, reminders and scheduling; recommendations stay yours.
Does it give product recommendations?
No, and it should not. It organises your client records and paperwork. Every recommendation comes from you as the licensed representative.
Is the documentation FAA-friendly?
The platform keeps the trail the FAA expects: fact-finds, review notes and follow-ups, organised per client. Suitability judgement stays with you.
Does it replace my insurer portals?
No. It sits alongside them as your client record and follow-up layer, so your view of the client is not split across five systems.
Is it worth it for a new agent?
New agents live and die by follow-up. A systematic pipeline and reminder layer is what turns roadshow name cards into an actual book.
Keep the craft. Drop the admin.
See your toolkit running inside kiap.ai. One call, a real walkthrough, no pressure.