The Vertical AI Workflow Engine for Legacy Brokerages.
Stop burning 30% of your staff's capacity on manual PDF parsing. Automate policy checking and renewals without replacing your CRM.
The Hidden Cost of Manual Operations.
HK$2M+
Annual payroll bleed per 10-person firm spent purely on manual data entry.
3+ Hours
Wasted daily by your brokers cross-referencing policy wordings instead of advising clients.
Subsidized.
The HKIA is actively funding your competitors’ AI adoption. Regulators aren’t shutting manual brokerages down — they are just letting them get priced out of the market.
One Intelligence Layer. Zero Rip-and-Replace.
Legacy Systems
Legacy CRM
Database
Communication
File Transfer
SFTP
S3 Storage
Automation
Webhooks
HIPAA / PDPO COMPLIANT
SINGLE-TENANT ISOLATED
ZERO DATA RETENTION
Policy Mapper
Policy mapped to CRM
Last week
Renewal Scanner
Renewal gap identified
Yesterday
Document Processor
Extracting policy PDF
Now
Follow-up Engine
Client reminder queued
Next