For independent insurance brokers and small brokerage firms across life, non-life, health and corporate insurance. We focus on speeding up policy comparison, client risk profiling and claim documentation — without compromising client data or FINMA expectations.
These are the day-to-day bottlenecks we have seen across firms in your industry — the workshop is built around solving them.
Comparing dozens of policies side-by-side for each prospect is slow and error-prone.
Risk questionnaires, KYC and IDD documentation pile up for every new mandate.
Drafting claim narratives and chasing documents from the insured slows down settlement.
Carriers update T&Cs constantly and you must brief clients before they ask.
Five focused modules over four hours, on-site at your office. Every module includes a working example built on your real workflows and data.
A pragmatic mapping of high-value AI use cases across the broker workflow.
Build an agent that ingests carrier PDFs and produces a clean comparison matrix.
AI-assisted intake forms, summarisation and IDD-ready needs analysis output.
Prompt patterns to draft claim narratives and chase missing documents diplomatically.
A monitoring agent that flags regulatory updates and carrier T&C changes weekly.
You leave the workshop with assets your team can use the very next day — not just slides.
A reusable carrier comparison template tied to a working AI prompt.
Forms and prompts that produce IDD-ready client documentation in minutes.
A pack of claim letters and follow-up templates across the most common lines.
A documented weekly workflow to keep your team ahead of carrier and FINMA changes.
On-site in Switzerland. Travel within Switzerland is included. Custom multi-day formats available on request.
Most clients book at least one follow-up service after the workshop. We package and price these transparently.
CHF 280/hour or CHF 1,800 for an 8-hour pack — remote 1:1 sessions to refine prompts and review your outputs.
From CHF 6,500 — one-week sprint to connect your documents, knowledge base or CRM to a private AI assistant.
From CHF 9,800 — a fully custom AI agent for one of your core workflows, deployed locally or in your private cloud.
Tell us a bit about your team and we will send a tailored half-day agenda within 48 hours.