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Quote Smarter. Close Faster. Place Cleaner.
Instant, accurate quoting decision support that drives clean policy placement.
Find the Perfect Policy in Seconds
Picture this: Your client, a 40-year-old non-smoker, needs a $500,000 term life policy, and you have minutes, not hours, to match them to the right policy.
Unmatched Accuracy & Speed
The AVERISANA AI Agent instantly applies underwriting rules, rate class logic, and carrier APIs to identify optimal quotes—no guesswork, no digging.
How the AI Agent Helps
Instant Precision
Scan across carriers—all medical impairment lists, Rx rules, and product configurations—so you always quote the right product fit, every time.
10X Faster Sales Decisions
Cut quote-to-application submission time dramatically, with fewer follow-up calls, back-and-forths, or escalations.
Confidence in Submission
Inline validation ensures applications align perfectly with client profiles—reducing OTAs and NIGO rework.
Benefits Grabbed by Your Clients
Broader access
Compare multiple carriers instantly, including complex cases
Tailored recommendations
Rate class and product match that adapts to each client’s unique profile
Smarter Client Calls
Upfront prompts help agents capture a complete client profile — so every quote is accurate, and every app is clean
Who Benefits?
Independent Agents:
Close deals faster with confidence.Brokers & Platforms:
Power multi-carrier quoting across your producer network.Carriers:
Reduce processing time, decrease OTA rates, improve satisfaction.
Why It Works
Built on real underwriting logic: No more guess-and-check—every quote reflects carrier rules, rate class, and product fit.
Tech-forward, human-approved: Agents stay in control, with system-enforced guardrails and smart prompts.
Scalable integration: Plugs into existing systems—no dev work, no third-party exposure.
Ready to See It Live?
This isn’t a concept. It’s a working system powering real-time quoting—built on the same platform that delivers our AI‑Consulting 2.0 solutions.
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