Alpi provides an AI‑powered back‑office platform for insurance brokers that automates data entry, CRM updates, and policy analysis. Its voice‑to‑offer engine creates ready‑to‑send quotes from spoken meetings, while Portfolio Sentinel and a digital mentor continuously optimize portfolios and coach sales teams, freeing brokers to focus on client interaction.
Funding
Funding not disclosed
Founders
Product
Problem
Insurance brokers spend a large portion of their workweek on manual data entry, CRM updates, and portfolio analysis, which reduces the time available for client interaction and revenue-generating activities.
Solution
Alpi offers an AI‑driven back‑office platform that automates administrative tasks for insurance brokers. The system captures client conversations and populates CRM records, client files, and archives without manual input. Its voice‑to‑offer feature transforms spoken meeting content into a ready‑to‑send insurance quote with a single click, enabling brokers to deliver proposals instantly. Portfolio Sentinel continuously scans broker portfolios and highlights optimization opportunities, allowing brokers to proactively advise clients. Additionally, a digital mentor analyzes conversation data to identify individual strengths and suggest targeted coaching, helping teams improve commercial performance.
Target Audience
Primary customers are independent insurance brokers and small to mid‑size brokerage firms that manage client relationships, policy portfolios, and sales teams.
Features
- Automatic extraction of client conversation data to update CRM, client files, and document archives
- Voice‑to‑offer engine that generates a complete insurance quote from spoken meeting input in one click
- Portfolio Sentinel that scans existing policies and recommends optimization actions
- Digital mentor that provides personalized performance insights and coaching suggestions based on conversation analysis
- Integration-ready architecture that connects with common broker tools and insurance platforms