Features built for insurance agents
Olivia is an AI assistant for insurance agents. Every feature below is designed for the daily work of insurance sales — prospecting, proposal building, client records, and client communication.
Olivia supports AIA, Manulife, Prudential, FWD, Sun Life, HSBC, China Life, and BOC products in Hong Kong. Olivia is used by agents across Hong Kong, Singapore, Taiwan, and Malaysia.
Research Digest — daily market briefing for insurance agents
Research Digest is Olivia's daily market briefing for insurance agents. Every morning at 08:00 HKT, Olivia delivers a shareable HTML briefing plus a private sales playbook covering six topics you choose.
Prospect Finder — AI prospect finder for insurance agents
Prospect Finder is Olivia's lead-generation engine for insurance agents. Olivia scans public forums — LIHKG, Baby Kingdom, Reddit HK, HK Discuss — plus news for people discussing VHIS, critical illness, medical coverage, and life events, and returns scored leads with ready-to-paste reply scripts.
Smart Records — AI client CRM for insurance agents
Smart Records is Olivia's AI client CRM for insurance agents. Describe a client in natural language and Olivia auto-logs the structured data into your Google Sheets — names, phone, birthday, marital status, children, preferences, follow-ups, expenses, and policy renewals.
Intel Vault — Hong Kong insurance product database
Intel Vault is Olivia's Hong Kong insurance product database. Olivia indexes products from the eight major HK insurers — AIA, Manulife, Prudential, FWD, Sun Life, HSBC, China Life, and BOC — across critical illness (CI), VHIS, medical, life, savings, and retirement categories.
Client Connect — Telegram bot for insurance clients
Client Connect is Olivia's client-facing Telegram bot for insurance agents. Agents define the bot's persona and explicit can-do / cannot-do boundaries. The bot answers client Q&A, shares briefing links, and books appointments — without revealing agent notes or private client data.
Image Generation — editorial images for insurance briefings
Image Generation produces editorial-style images for Olivia's briefings and your own client communication. Output sizes are 1280×720 (banner), 1024×1024 (square), and 720×1280 (vertical for mobile).