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Connecting Sales for Insurance and Financial Services
Power your sales with digital solutions that connect data, processes and experiences across the entire sales cycle. Your clients get the experience they want. You get the efficiency you need.
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No Code AI platform for automation
Simplifai studio, a user friendly AI platform that can be easily used by business for end to end automation, with basic knowledge about process workflow.
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70% of business leaders are using AI technologies to improve customer experience
Our AI solutions have helped businesses add more than 60% capacity to the customer service department. This allowed them to give quick and accurate resolutions to customer queries and provide them with an elevated experience.
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A Why Choose Us?

Financial Institutions

Deliver modern processes and experiences with sales automation software designed for your business whether you are ........

Powerful Client Experiences

Our solutions provide customizable, point-of-sale illustrations and create automated, cohesive digital sales journeys.

Multiple Lines of Business

Our sales automation solutions support life, annuities, long-term care, disability, critical illness and more.

We offer AI-solutions in the form of Digital Employees

SwadeshPlan is an InsurTech company that offers a “smart” solution that helps companies create digital saving plans that can be added to employee benefit plans. SwadeshPlan is on a mission to transform Social Security System in Asia as we know it by offering an interactive investment by both employer and employee.

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Our Solutions

Digital Employee

A Digital Employee is an AI-driven software designed to understand and interpret human communication. It is a standardized solution

Insurance

Being the oldest form of business, the insurance industry is built upon complex processes and siloed operations.

Financial Services

We live in a digital age; hence, no institution of the global economy is immune from the advent of the digital-first approach...

Public Sector

Many municipalities and public agencies have well-developed systems for managing emails, documents....

Customer Testimonial

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Nordic Head of Claims at Söderberg & Partners

Our Digital Employee was welcomed in the customer-service department because it performs a lot of repetitive, tedious tasks that few will miss. At Claims Link, it was met with standing applause and cake.
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CIO at Eika Insurance

I must admit that I’m positively surprised by the results. It was delivered as promised (and more) in a very short amount of time. The goal was to achieve a 70% automation grade, and we achieved way more

Global reach through localized partner network

We are a global company with a localized partner channel to shape up the modern workforce in regions where we are not physically present. You can get easy access to our products and solutions through one of our valuable local partners physically present in your region. Currently we have partners in the Nordics, Europe, and APAC.  Our aim is to expand our reach through our different partner programs helping businesses gain AI expertise, drive growth, enable innovation, and extract value.
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Few of our clients

Awards and Recognition

National Start-Up Award, 2021(Fintech- Insurance category)

IFSCA Hackathon 2021 InsurTech winner

Top 21 APAC Winner, 2019