For insurance advisers

Alpi: The AI assistant for insurance advisors

You advise your customers. Alpi takes care of all your administrative needs.

Reclaim one working day a week: Automate your back office and free yourself from manual data entry.

Demonstration video
Awards & distinctions

More time for your customers

Less time spent on admin

Find out how Alpi is transforming your daily life as a broker.

Zero seizure

No administration or data entry required

Your tools fill themselves. Alpi captures your customer exchanges to feed your CRM, customer files and your archives without any double data entry.

 

Voice-to-Offer

Generate your offers just by registering

From meeting to quotation in one click. Turn your words into a concrete quote. Imagine your insurance quote ready at the end of your appointment.

 

Automatic optimisation

Automatically suggest attractive offers to your customers

Identify every opportunity. Alpi analyses your portfolio and automatically suggests optimisations. All you have to do is tell your client.

Digital mentor

Take your team to the top

Highlight each person's strengths. Use conversation analysis to identify personalised avenues for growth and offer targeted coaching to turn each meeting into a commercial success.

 

Compliance

Sleep soundly

Automate your legal obligations effortlessly (Art. 45). Alpi detects customer decisions and secures each file to eliminate any risk of future litigation.

 

Local data

Sovereignty & confidentiality

All your data remains in Switzerland and is processed locally by our AIs. We do not use ChatGPT and foreign models.

 
They trust us
ZZ insurance brokerage
Forte Broker
INVEST&IMMO
Tyr solutions

Ready to automate your back office?

Join the innovative brokers who have chosen Alpi to focus on the essentials: their customers.

Frequently asked questions

All you need to know about Alpi

Where is the data hosted?
The data is hosted on Google Cloud servers in Zurich.
How does Alpi help with regulations and compliance?
Alpi ensures that Art. 45 LSA is sent automatically during the client/broker interaction, appointment reports are generated automatically listing all the client's decisions and management mandates are completed and signed automatically to ensure that all regulatory points are met.
Does Alpi comply with the new Swiss DPA?
Alpi ensures that Art. 45 LSA is sent automatically during the client/broker interaction, appointment reports are generated automatically listing all the client's decisions and management mandates are completed and signed automatically to ensure that all regulatory points are met.
What is the average time saved by a broker?
By automating back-office tasks and eliminating double entry, Alpi enables brokers to save around a day's work each week. The processing of an appointment is reduced from several tens of minutes to just a few seconds.
Can Alpi's AI be integrated into my existing tools (CRM, Excel, portals, etc.)?
Absolutely. We've already integrated several CRM solutions, and more are on the way. If your CRM is not yet directly supported, we offer alternative solutions to make data entry easier.
How does Alpi's AI work?
Alpi acts as an artificial intelligence layer that extracts data from your conversations to feed your CRM, Excel files and cloud archives. It can also facilitate the preparation of offers on insurance company portals.
 
Can AI replace broker advice?
No. At Alpi, AI is an assistant: it analyses exchanges to suggest optimisations, but each document and decision remains subject to review and approval by the advisor. This ensures that human intuition and expertise remain at the heart of the customer relationship.
 
How does Alpi detect opportunities in my portfolio?
Thanks to the «Portfolio Sentinel» function, Alpi analyses due dates and premium increases to automatically suggest optimisations to your customers.
Demonstration video