Life, P&C and health contracts; IDD/DDA suitability; premiums, beneficiaries, claims.
Insurance specialist / broker
IDD / DDA, contracts, beneficiaries, claims — one tool for the broker's practice
For insurance brokers regulated under the Insurance Distribution Directive (IDD / DDA 2016/97). Run suitability questionnaires, manage life / P&C / health contracts, track beneficiaries, and follow claims from filing to settlement.
On your dashboard, you'll see:
Active contracts
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Annual premiums
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Open claims
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Expiring < 30d
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Tools surfaced for you
Typical workflows
IDD suitability in 8 minutes
10-question DDA questionnaire scores the client 0–100 and suggests a profile (protection / prudent / balanced / growth) with recommended wrappers.
Track upcoming renewals automatically
Contracts expiring within 30 days surface on the dashboard. Never miss a renewal window again.
Open and follow a claim end-to-end
From filing through under_review / approved / paid / denied / closed. Track claim amount vs paid amount, attach notes and description, link to the parent contract and named beneficiaries.
Conversational AI adapts
The ROB chatbot and the Oracle receive context tied to your profession. Examples of questions they handle directly:
Vocabulary adapts to your practice
Dashboard
Dashboard
Clients
Policyholders
Meetings
Underwriting meetings
Get started as Insurance specialist / broker
Free during public beta · No card required · No commitment