Policy Assistant AI-Powered
Your intelligent companion for navigating complex insurance policies. Get instant answers, detailed analysis, and expert recommendations powered by advanced RAG technology.
Expert Knowledge at Your Fingertips
Policy Document Search
Search through thousands of policy documents instantly with natural language queries
Terms & Conditions Analysis
Get clear explanations of complex insurance terms and conditions
Coverage Comparison
Compare coverage options across different policies and providers
Expert Recommendations
Receive AI-powered recommendations based on client needs and circumstances
Risk Assessment
Analyze risk factors and their impact on policy recommendations
Suitability Analysis
Determine product suitability based on client profiles and requirements
Simple. Intelligent. Instant.
Ask Anything
Type your insurance question in natural language. No need for specific keywords or technical jargon - just ask as you would a colleague.
AI Processing
Our advanced AI understands context, accesses comprehensive insurance databases, and formulates accurate, relevant responses.
Expert Answers
Receive detailed, accurate answers with references to specific policy terms, regulations, and best practices.
Real-World Use Cases
Client with Pre-existing Condition
"Can my client with Type 2 diabetes get life insurance?"
AI Response
Policy Assistant provides specific underwriting guidelines for diabetes across different providers, premium loading expectations, and application strategies.
Business Impact
15 minutes of research reduced to 30 seconds
Complex Policy Comparison
"What's the difference between Aviva and Legal & General critical illness cover?"
AI Response
Detailed side-by-side comparison including conditions covered, partial payments, children's cover, and exclusions.
Business Impact
Instant expert-level analysis
Claims Query
"Will a heart attack claim be paid if the client had chest pains before the policy started?"
AI Response
Comprehensive guidance on pre-existing condition exclusions, disclosure requirements, and provider-specific policies.
Business Impact
Confident client advice backed by expertise
Advanced AI Features
Contextual Understanding
Remembers previous questions in the conversation for more relevant responses
Multi-Provider Knowledge
Comprehensive understanding of products from all major UK insurers
Real-Time Updates
Always current with latest policy changes and market developments
Secure & Compliant
Enterprise-grade security with full data protection compliance
Sample Conversation
You: "What's the maximum non-medical limit for Royal London life cover?"
Assistant: "Royal London offers the following non-medical limits for life cover:
- • Ages 18-40: Up to £1,250,000
- • Ages 41-50: Up to £750,000
- • Ages 51-55: Up to £500,000
These limits may vary based on occupation and existing cover."
You: "How does this compare to Legal & General?"
Assistant: "Legal & General's non-medical limits are slightly lower..."
Ready to Transform Your Policy Advisory Process?
Join thousands of insurance professionals using Protectix Policy Assistant