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Brokers · agencies · independent wealth advisors

emi spots the coverage gaps.
The advice stays yours.

Compare two insurance policies, condense forty pages of general terms, prepare a client review meeting or draft a claim acknowledgment: emi handles the heavy reading and first drafts. The recommendation remains yours.

Try the policy comparator Confidentiality & audit trail

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Policy comparator

Two policy quotes. One side-by-side gap summary.

Upload both quotes and their general terms: emi lines up coverage limits, highlights every difference and lists the questions to clarify with your client. It never chooses on your behalf. Fictional example below.

I compared both quotes. 5 coverage terms differ; the contents sum insured is identical.

Criterion	Policy A	Policy B	Key takeaway
Annual premium	418 €	396 € (434 € with theft add-on)	B is cheaper without the add-on, costlier with it
Deductible	200 €	500 €	300 € difference per claim
Personal liability	5 M€	10 M€	Coverage limit doubled under B
Simple theft away from home	Included	Optional add-on	Depends on the client’s lifestyle
Glass breakage	Optional add-on	Included	Relevant given March’s glass claim
Policy term	3 years, then annual	1 year, auto-renewal	Longer lock-in period with A
Contents sum insured	90,000 €	90,000 €	Identical

Clarify with the client

Do they regularly carry valuables (e-bike, laptop) away from home? Do they have large glazed windows or a ceramic cooktop? Are they comfortable locking in a three-year term?

What this summary is not

emi highlights factual differences — it recommends neither quote. Selecting the policy and advising the client remain strictly yours.

Fictional insurers, policy names and figures shown for illustration purposes.

Day-to-day workflows

Six requests your team could run starting Monday

01Compare two policies

“Compare these two commercial liability quotes for Rochat Joinery and list every coverage difference.”

Gap matrix

02Prepare a client meeting

“Prepare Thursday’s review with the Favres from our past meeting notes and recent email threads.”

Briefing sheet

03Condense general terms

“Summarize all exclusions in these general terms in plain English, citing each article number.”

Cited summary

04Draft a KYC follow-up

“Draft a polite follow-up email requesting the remaining onboarding documents to open the account.”

Ready-to-review email

05Respond to a standard claim

“A client reported water damage. Draft the acknowledgment, list of required photos/invoices and next steps using our template.”

Standard claim reply

06Update internal compliance docs

“Align our internal client-onboarding SOP with the updated directive and highlight what changed.”

Updated SOP

The right model for every document

Forty pages of general terms? Switch to Deep Thinking.

For a quick email chaser, Fast mode is plenty. When comparing intricate exclusion clauses across policies, select a deeper reasoning model. You stay in control, and your administrator governs approved models.

AutomaticFastStandardDeep Thinking

Explore AI Models

Confidentiality, traceability, compliance

A client’s financial position is the most sensitive information you hold.

I

Strict confidentiality

Data hosted with an ISO 27001 certified Swiss provider and never used to train any model. Highly sensitive files can be stored with AI read access turned off.

II

Portfolio-level isolation

One folder per client or advisor book in the Knowledge Base, with Manage, Contribute, Read or None permissions assigned per advisor.

III

Traceable answers

Every answer cites the documents consulted, conversation logs stay auditable, and every user accepts your firm’s AI charter.

emi is designed to support your confidentiality and record-keeping duties. Exact regulatory requirements depend on your license and jurisdiction.

Privacy → Swiss Hosting → GDPR →

Division of responsibilities

Read, compare, summarizeemi

Write a first draftemi

Advise the clientYou

Recommend a productYou

Sign off & carry responsibilityYou

Signed: the advisor

What emi never does

A preparation assistant — not a licensed financial advisor

No investment advice or personalized financial product recommendations.

No coverage determinations: emi never decides whether a claim is covered.

No replacement for core systems — brokerage CRM, underwriting or portfolio software.

Never treated as infallible: emi cites sources so every output goes through your review.

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Compare two of your own quotes, live

Bring two anonymized policy proposals: we’ll run emi’s comparison in 30 minutes and walk through what stays in your hands.

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