Panora provides an AI‑assisted platform that streamlines every step of a broker’s workflow—from client need definition to advisory—while keeping full human control over decisions. The solution secures data on GDPR‑compliant European servers, offers end‑to‑end encryption, and aligns with regulatory requirements such as DDA, helping brokerages increase case throughput without compromising confidentiality.
Funding
$5M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
11VFOFounders
Product
Problem
Insurance and financial brokers often manage complex client dossiers using fragmented tools, leading to inefficient workflows, limited visibility, and heightened risk of data breaches or regulatory non‑compliance.
Solution
Panora offers a cloud‑based platform that streamlines every stage of a broker’s workflow—from capturing client needs to delivering advisory recommendations. The system integrates AI assistance that suggests next steps and automates routine tasks while keeping final decisions under the broker’s control. All data is stored on certified European servers and encrypted end‑to‑end, ensuring compliance with GDPR, DDA and other regulatory requirements. By centralising documents, communications and analytics, Panora provides brokers with a clear, high‑level view of each case, helping them convert more appointments into signed contracts without increasing headcount.
Target Audience
Panora is designed for insurance and financial brokerage firms that handle complex client dossiers and need secure, compliant, and efficient workflow automation.
Features
- AI‑driven task recommendations that require broker validation, preserving professional judgment
- Secure, GDPR‑compliant data storage on European‑certified servers with end‑to‑end encryption
- Full audit trails for every operation, supporting regulatory compliance (DDA, GDPR)
- Isolation of client data from model training to guarantee confidentiality
- Integrated workflow engine that links client intake, document management, and advisory output
- Real‑time performance dashboards that highlight conversion metrics and bottlenecks