Finist connects your brokerage portals and tools into a single workspace. From quote generation through to onboarding, routine steps are automated and standardised, reducing rework and freeing brokers to focus on client conversations.
Transforming Broker Workflows with AI
Simplifying Policy Analysis, Client Onboarding & Client Support
Finist is a SaaS platform that helps insurance brokers efficiently aggregate, compare, and manage financial services products. Bulit-in agents work alongside brokers, assisting with policy analysis, quote generation, and client onboarding.
Finist has transformed the way I work as an insurance broker. The platform’s AI agents provide instant insights, allowing me to compare multiple products quickly. I can now focus on what truly matters – building relationships with my clients. Our onboarding process has become seamless, making my workflow more efficient. I can confidently recommend Finist to my peers who are looking to enhance their productivity and client satisfaction.
Using Finist has significantly improved my ability to provide tailored recommendations for my clients. The platform’s AI-driven analysis helps me understand the nuances of various financial services products in minutes. This efficiency not only saves me time but also enhances the quality of my client interactions. I've seen a noticeable increase in client trust and satisfaction since I started using this tool. Finist.AI is a game-changer for brokers who want to stay ahead in a competitive market.
Finist simplifies the complex world of insurance for me. The intuitive interface and powerful AI support allow me to easily aggregate and manage different products. I no longer feel overwhelmed; instead, I can provide clear and concise information to my clients. The platform has not only boosted my confidence but also strengthened my client relationships. I wholeheartedly recommend Finist.AI to any broker wanting to elevate their practice.
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