Perfectis automates repetitive tasks for insurance brokers, freeing them to focus on higher-value activities. Their platform uses AI to streamline workflows, reducing manual effort and increasing revenue-generating opportunities for brokers.
Funding
Funding not disclosed
Founders
Product
Problem
Mortgage brokers spend significant time on repetitive administrative tasks, such as lender matching, renewal processing, and client communication, which reduces their capacity for client interaction and revenue generation. Manually comparing rates and products from various lenders is time-consuming and prone to errors, potentially leading to missed opportunities for optimal client outcomes and commission maximization.
Solution
Perfecti provides an AI-powered automation platform designed to streamline workflows for Canadian mortgage brokers, increasing efficiency and revenue. The platform automates lender matching by analyzing products from all lenders to identify the best deals for clients while maximizing broker commissions. Renewal automation compares client renewals against current lender offerings to secure optimal rates. Automated client engagement features include online portals and AI-powered chatbots that enable clients to upload documents, ask questions, and receive real-time status updates.
Target Audience
The primary target audience is Canadian mortgage brokers seeking to automate administrative tasks, improve efficiency, and increase revenue-generating opportunities.
Features
- AI-powered lender matching engine that analyzes products from all lenders
- Automated renewal processing that compares client renewals against lender offerings
- Online portals for clients to upload documents and track status
- AI-powered chatbots for 24/7 client support and instant answers
- Real-time rate quotes