An assistant inside the client file. EGEAN AI does the typing.
Open a client and tell EGEAN AI what you need. It runs the fact-find while you talk, keeps the file up to date, and drafts the follow-up for your review. $19.99 per advisor per month, added to EGEAN CRM.
Real screens from EGEAN. The clients are made up.
The fact-find, by conversation. You keep talking to the client.
EGEAN AI asks the eligibility questions in the right order and saves each answer to the client file as you go. No form to fill in afterwards.
- Questions in the right order
- Answers saved to the client file
Gaps spotted on the file.
While you work, EGEAN AI points out what is missing from the household, like a spouse with no health and dental coverage, so the next conversation is ready.
Ask in plain words. It updates the file.
Follow-up emails and Reason-Why or LIRD letters are drafted the same way, ready for your review.
- Notes
- Tell it what the client said. The note is written up and saved to the file.
- Tasks
- Ask for a follow-up and it lands on your list, with the date you gave it.
- Meetings
- Book the review by asking. The meeting goes on your calendar and the client’s timeline.
- Policies and calls
- Ask what is on file: policies in force, recent calls and what was discussed.
An assistant, not an autopilot. You stay the advisor.
- It works on the file you have open
- EGEAN AI helps with one client at a time, inside that client’s file.
- It does not quote or recommend
- Quotes come from EGEAN Quoter and recommendations come from you. EGEAN AI never picks a product.
- Every draft waits for you
- Emails and letters are drafts until you review them. Nothing is sent on its own.
EGEAN AI questions.
EGEAN AI is $19.99 per advisor per month at its launch price, added to EGEAN CRM. Taxes extra, no contracts.
No. It runs the fact-find, keeps the file up to date and drafts documents for your review. Product choice and advice stay with the licensed advisor.
No. EGEAN AI drafts follow-up emails and Reason-Why or LIRD letters, and every draft waits for the advisor to review it.
Yes. EGEAN’s servers and databases are in Toronto, and documents and backups are kept in Canada. Our Privacy Policy lists the few service providers that process limited information elsewhere.