Prepare submission files
Combine client forms, risk information and loss history. Spot gaps using your checklist. Prepare the file for submission to an insurer or underwriting review.
Insurance
Less chasing files.
More time for your clients.
AI for insurers and brokers. Prepare quotes, policies and claim files. Give your team more time for risk assessment and clients.
Connected to your systems. Configured for your work. Approved by your team.
Bring information together.
Keep work moving.
Bring emails, attachments, policy versions and team updates together. See what needs to happen next.
Feza prepares information and routes work to the right person. Your policy, claims, CRM and accounting systems remain the source of record.
From quotes to claims.
Six workflows.
We build each workflow around your insurance lines, sources and approval rules.
Compare quotes and policies
Compare premiums, coverage, limits, deductibles and exclusions. See differences between quotes and policy versions in one summary, with source clauses.
Track renewals and endorsements
See renewal dates, client changes and outstanding replies. Prepare information requests, renewal summaries and policy change requests, then send them to the right person.
Prepare claim files
Bring the notification, policy and evidence together. Flag gaps, conflicts and pending tasks. Give the claims specialist a timeline and file summary.
Prepare answers with sources
Draft client and agency replies from policies, product information and approved procedures. Show sources. Send unclear questions or those needing expert judgment to a specialist. Track unanswered requests.
Check premiums and commissions
Compare policy, collection and commission schedules using your rules. See unmatched records and amount differences with sources. Prepare reconciliation and clarification requests for review.
AI prepares. Authorized teams decide. The insurer decides on risk acceptance, pricing, coverage, claims and payments. The broker’s own specialists approve coverage analysis, quote comparisons and client recommendations.
A starting point that fits.
Insurance brokers
Bring client documents, quote summaries and follow-up drafts into one workflow. Simplify quote collection and comparison, renewals and claims follow-up. Focus on the options you present to clients.
Insurance companies
Bring claim intake, missing-document follow-up and file summaries into one workflow. Keep underwriting preparation, claim files and agency requests organized.
Control and security
Clear sources.
Your team in control.
See the source of each result
Check answers and comparisons against policy versions and source clauses. Flag gaps and conflicting information for review.
Set access limits
Set access by client and file. Use sensitive information, including health data, only for permitted purposes and tasks. Leave out unnecessary data.
Approve important actions
Send policy changes, payments and sensitive replies for approval. Record who prepared the work, who reviewed it and what happened.
Know where data is processed
Feza is designed to keep persistent workspace data in the European Union. Processing locations, retention and external model access follow your organisation’s policy and are recorded.
Feza supports your GDPR processes with data minimisation, role-based access, human approval and auditable records. Lawful processing and compliance decisions remain your organisation’s responsibility.
Start small.
Grow with proven results.
We build the workflows, train your team and track use and quality.
Choose the first task
Start with renewals or claim preparation in one insurance line. Measure preparation time, missing documents and rework.
Build the workflow
Set sources, owners, access and approvals. Fill the gaps in your existing systems.
Prepare your team
Test historical files for source accuracy and missed issues. Train people for their roles and start with human review.
Measure the results
Measure effort including review and corrections. Track external waiting time separately. Expand validated workflows to other teams.
FAQ
No. Your policy, client and claims platforms remain the systems of record. Feza supports preparation, comparison and follow-up around them.
Start with one measurable workflow in a single line of business, such as quote comparison, renewal preparation or claim-file collection.
No. Policy changes, payments, sensitive customer responses and final decisions remain subject to review and approval by the people your organisation authorises.
Access is limited by client, file, role and purpose. Unnecessary data is excluded, while sources, actions and approvals are recorded for review.
No. Feza supports your GDPR programme with data minimisation, role-based access, human approval and auditable records. Your organisation remains responsible for lawful processing and compliance decisions.