QUOTE CLEANLY THE FIRST TIME
Real multi-carrier rules guide rate class and product fit in real time.
WHAT YOU'LL SEE IN THIS DEMO
A detailed client case spoken to EasyLife AI using a highly accurate hands-free voice input
A follow-up question asked after the first rate-class assessment on the client profile
A mid-quote change to the client profile, then a quick reassessment
Rate quotes that reflect the most recent assessment of the client profile (not generic estimates)
WHO IT'S FOR
Financial advisors in banks and credit unions who want to offer Life to high-value clients but have little or no experience selling Life
Agency and BGA teams selling Term Life, looking to standardize multi-carrier underwriting rules across producers and reduce NIGOs and rework
Phone sales teams that want faster, cleaner first-pass submissions in seconds, not hours
WHAT IT IS
An advisor-facing AI chatbot that applies real multi-carrier underwriting rules during the quote to guide rate class and product fit. You can speak or type the case, refine details, re-assess, and return accurate rate quotes tied to the latest client profile.
WHY TEAMS USE IT
Quote cleanly the first time. Carrier rules drive guidance so agents avoid guesswork that leads to rework.
Fewer NIGO and OTA issues. NIGO = Not In Good Order. OTA = Other Than Applied. Problems surface during quoting, not after submission.
Faster placement. Clear next steps keep cases moving.
HOW TEAMS USE IT
Financial advisors (banks/CUs): Run discovery without exposing client identity during exploration. Discuss assessment rationale with clients, decide whether to proceed, then capture identity only when ready.
Brokers and agencies: Pre-qualify cases before submitting. Reduce back-and-forth with underwriting by aligning to carrier rules during the quote.
BGAs: Give producers a consistent pre-underwriting workflow. Fewer NIGOs, better placement velocity, faster handoffs when escalation is needed.
Call centers / phone sales: Standardize the conversation, handle changes quickly, re-assess, and keep quotes synced to the latest profile.
NEXT STEPS
Request temporary demo access to run your own cases
Prefer a walkthrough? Schedule here: https://calendly.com/sudhama-averisana/45-minute-meeting
EasyLife AI is what advisors see.
AI orchestration is how we get it working in the real world.
Averisana’s EasyLife AI and Predictive Intelligence suite of products are already powering quoting and targeting across 60M+ Life & Health leads and over $15M in incremental LTV.
Whether you’re aligning agents with real-time product guidance or focusing your funnel on high-fit leads, we integrate fast — and start delivering lift immediately.
Built in Life & Health. Now applying the same method in healthcare, telco, and beyond.
Ready to tackle your AI challenges?
Explore how our AI Orchestration model turns real-world problems into live solutions — without slides or sales pitches.
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