EGEPilot
The AI operating system for your practice.
Every lead from your website lands here automatically. EGE AI assists with needs analysis, follow-ups, and reminders — the advisor always makes the call.
Book My DemoHow we describe this: EGE AI assists — it drafts, reminds, and surfaces what needs attention. It does not make decisions, submit applications, or act on a client's behalf without the advisor. Nothing here is a "fully autonomous AI."
What EGEPilot does
EGE AI conversational core
Advisors talk to EGE AI in plain language to get work done — pull up a client file, draft a follow-up, or ask what needs attention today. It orchestrates the work; the advisor stays in control.
Pipeline & client files
Every lead and client lives in a structured pipeline, from first quote request through to an active policy — with quote history, communications, and documents attached to a single file.
Automated follow-ups & reminders
EGEPilot tracks what needs a follow-up and sends email notifications so nothing falls through — renewal dates, unanswered quotes, and outstanding documents included.
Needs analysis
EGE AI drafts a starting needs analysis from information a client already provided, so the advisor is reviewing and refining instead of starting from a blank page.
Compliance & audit trail
Consent capture, communication history, and file changes are logged automatically, giving advisors and agencies a clear audit trail aligned with provincial regulatory expectations.
Team features for agencies
Agencies can see pipeline and performance across the team, assign and reassign leads, and keep every advisor working out of the same system of record.
One closed loop — from first click to closed file.
No hand-off, no re-keying, no lead left in an inbox.