arrow_circle_right X Genie for Insurance
Streamline underwriter’s offer generation with AI and capture up to 67% more revenue
arrow_circle_right We’re trusted by
X Genie allows underwriters to turn potential into success
- Process 2x more offers
- Get back to the client 5x faster
- Reduce lost opportunities to 0
All this leads to up to a 67% increase in revenue.
X Genie accelerates the delivery of offers to customers
X Genie handles the ordinary, creating space for your extra touch
Before introducing X Genie:
After introducing X Genie:
arrow_circle_right X Genie & CRM system integration
Unlock the full business value of your CRM with X Genie
Integrating X Genie with your CRM turns existing data into a powerful engine for underwriting efficiency and smarter decision-making. By automatically extracting and syncing data from broker inquiries and existing base, X Genie enables real-time evaluation and scoring of incoming opportunities, so your team can focus on what really matters and accelerate responses.
Automated data extraction
X Genie pulls key data from broker-submitted quotes and standardises it for immediate use.
Real-time CRM integration
Extracted data flows directly into your CRM, enriching broker profiles and ensuring your team works with the most up-to-date information.
Smart inquiry scoring
Using CRM insights such as broker history, conversion rates, and inquiry patterns, X Genie automatically scores each query by potential value.
Actionable prioritisation
X Genie instantly identifies high-value leads and deprioritises low-potential ones, enabling faster responses, better resource allocation, and improved conversion outcomes.
