Independent agents & brokers
AI assistant for independent insurance agents
Olivia helps independent insurance agents and brokers compete with larger agencies. Solo agents use Olivia to automate prospecting, build proposals in 20 minutes, and stay on top of every client renewal.
Common pains
- You spend hours scrolling forums looking for prospects.
- Proposals take a whole afternoon to compare and format.
- Renewals, birthdays, and follow-ups live in your head — until one slips.
How Olivia helps
- Prospect Finder scans LIHKG, Baby Kingdom, and HK Discuss in the background while you sleep.
- Intel Vault indexes AIA, Manulife, Prudential, FWD, Sun Life, HSBC, China Life, and BOC products so proposals take 20 minutes.
- Smart Records logs every client into Google Sheets. The heartbeat reminds you of every renewal and birthday.