Free yourself from the writing constraints of your Reason Why Letters.
Insurloop: the unmatched ally for Insurance Advisors in Canada.
Stay compliant and simplify the creation of your Reason Why Letters with our advanced generative AI model. Say goodbye to time-wasting and the hassle of finding the right words! Insurloop analyzes the specifics of each transaction and generates customized content instantly.
Our priority is the security and confidentiality of our application and customer data in the cloud, exclusively hosted in Canada. In accordance with the AWS Well-Architected framework, our robust approach incorporates a multi-layer security strategy and anonymization of your customers' personal information.
Import your clients from your CRM in CSV file format, directly into the platform.
Easily identify your clients' insurance and investment needs, as well as the reasons for the recommended product purchase, which will be automatically included in the Reason Why Letter.
Capture the details of your sales, then let your Reason Why Letter be automatically written using information powered by generative AI.
Insurloop makes available on its platform products from over 20 Canadian insurers, including insurance, riders, segregated funds, guaranteed investments, and annuities. This will undoubtedly simplify the drafting of your Reason Why Letter.
At the final step, you can securely send the Reason Why Letter to your client with a proof of delivery directly from the platform.
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FAQs are a compilation of common questions and answers to help you quickly find the information you need.
Yes! In that case, you'll need to register the 3 advisors with Team Plan, and your assistant will have unrestricted access to all the clients in your firm.
No, we are collaborating with various CRMs to build gateways with Insurloop, which will be available later. However, Insurloop offers the client import function directly into the platform, using a CSV file.
Yes, the protection of personal information is a priority for Insurloop. We employ a multi-layered security strategy and anonymization of your clients' personal information. Furthermore, all data is exclusively hosted on servers located in Canada.
Yes! We will be happy to assist you based on your availability.