Layerup is an AI-powered assistant for insurance brokers that helps them automate tasks, analyze data, and gain insights to improve their productivity and efficiency.
Key Features of Layerup
- Auto-generate personalized client proposals: Layerup AI can automatically generate personalized client proposals based on a broker’s existing data and knowledge. This can save brokers a significant amount of time and effort.
- Handle COI requests: It can automatically handle COI (certificate of insurance) requests, which can free up brokers’ time to focus on other tasks.
- Renewals: It can help brokers stay on top of renewals by automatically identifying and tracking upcoming renewals. This can help brokers avoid losing business to competitors.
- Automate calls: It can automate inbound and outbound calls, which can free up brokers’ time to focus on other tasks. This can also help brokers improve their customer service.
- Automatically enter data from documents to system of records: Itcan automatically extract data from documents and enter it into a broker’s system of record. This can save brokers a significant amount of time and effort.
Benefits
- Increased productivity: Layerup AI can help brokers automate tasks and processes, which can free up their time to focus on more strategic work.
- Improved efficiency: It can help brokers streamline their workflows, which can lead to increased efficiency and productivity.
- Enhanced decision-making: It can help brokers gain insights from their data, which can inform their decision-making.
- Reduced costs: It can help brokers reduce costs by automating tasks and processes, and by reducing the need for manual data entry.
- Improved customer service: Layerup AI can help brokers improve their customer service by automating calls and providing quick and accurate responses to customer inquiries.
Use Cases
- Generating client proposals: Layerup AI can be used to generate personalized client proposals for a variety of insurance products, including homeowners, auto, and life insurance.
- Handling COI requests: It can be used to handle COI requests for both new and existing clients.
- Managing renewals: It can be used to track upcoming renewals and send reminders to brokers and clients.
- Automating calls: It can be used to automate inbound calls, such as customer service inquiries and claims reporting. it can also be used to automate outbound calls, such as sales calls and renewal reminders.
- Extracting data from documents: Layerup AI can be used to extract data from a variety of documents, including insurance applications, claims forms, and COIs.
Overall, Layerup AI is a powerful tool that can help insurance brokers improve their productivity, efficiency, and customer service.
