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If you’re a broker or an insurer, you’ve probably noticed — clients want fast answers, tailored options, and less fluff. But delivering that kind of experience isn’t easy. Especially when you’re working with outdated tools, scattered data, and growing sales pressure.
Visionet’s broker-focused accelerator, Broker Assist, is specifically designed to address that need. It doesn’t replace the broker. It makes them better, smarter, faster and more client ready.
This read will walk you through what it does, how it works, and why it matters.
What is Broker Assist?
It’s an AI-powered recommendation engine for brokers.
Instead of spending hours guessing what to pitch next or scanning through product brochures, Broker Assist does the work for you. It reads client data, spots patterns, and suggests the most relevant insurance product, instantly.
It’s designed to help brokers
So, instead of saying, “Let me get back to you,” brokers get to say, “Here’s what might work best, and here’s why.”
How does it personalize product recommendations?
The AI looks at
And builds a profile for each client, matching it with the right products.
Let’s say your client is a young homeowner with kids. Broker Assist might suggest an umbrella liability policy or a family-focused life rider, because it’s seen similar clients benefit from it.
With pattern recognition backed by data, it makes your recommendations feel sharp, natural, and on point.
What’s persona analysis, and why does it matter?
It’s how the AI thinks like a human broker but with more context.
Persona analysis builds a deeper understanding of each client. It goes beyond age or job title and dives into life stage, behavior tendencies, preferences and risk appetite.
This helps AI nudge you towards products that actually fit the person. For example, it might suggest professional liability coverage for a risk-conscious small business owner, while for an older client nearing retirement, it might recommend long-term care or annuities.
It’s like walking into a meeting already knowing what they need. And it builds trust fast.
How does this help both brokers and insurers?
| For brokers | For insurers |
|---|---|
| Less time researching | Better broker performance |
| More time selling | More cross-sell revenue |
| Smarter product pitches | Stronger client retention |
| Higher conversions | A smoother broker-insurer relationship |
| Stronger client loyalty |
Does it actually work?
Yes. And there’s data to back it.
A global P&C insurer implemented our AI recommendation engine and saw a 25% increase in cross-sell opportunities. That means their brokers sold more, and sold better, by using AI suggestions that made sense to clients.
What can users expect?
Here’s what most brokers and insurers notice right away:
- Higher conversion rates - Clients are more likely to say yes when the product fits
- Smarter cross-sells - The AI suggests valuable add-ons a broker might overlook
- Happier clients, better retention - When coverage feels personal, clients stick around
- Less busywork, more productivity - Time saved = more energy for what matters
Final thoughts
In a market where attention spans are short and expectations are sky-high, having something like Broker Assist in your toolkit could help you show up sharper, for your clients, and your business.
You don’t need to flip your entire workflow to explore this.
If you’re curious how AI can support smarter selling, it might be worth checking out what Visionet offers. Maybe through a demo, maybe just a chat. Get in touch with us to start the conversation.