Astra Order
Bring your information
Start with client notes, meeting records, proposals or policies.
Insurance AI assistant
Your work, understood.
Your clients, too.
An AI assistant built for insurance professionals.
Organize the details. See the next step.
Advisor workspace
Illustrative example
Ready for your next meeting.
Client information, key questions and next steps, together.
Meeting preparation
Family needs
Education and retirement
Existing coverage
Policy details to verify
Meeting focus
Agree on long-term service goals
To confirm
Review existing coverage
Discuss budget and priorities
Schedule the next conversation
Understand clients
Better conversations
start with understanding.
Bring together meeting notes, family circumstances and existing coverage. See what you know and what you need to ask before every meeting.
Client profiles
Meeting briefs
Key questions
L
Client briefing
Family protection · Example
- Known facts
- Education and family protection needs
- To verify
- Existing policies, budget and coverage goals
- Next step
- Confirm the details. Prepare the discussion.
Known facts and unverified needs are shown separately.
Review policies
Complex terms.
A clearer picture.
Find the coverage, costs and risks in lengthy proposals. Keep each summary and comparison linked to the original wording for easy verification.
Policy summaries
Product comparisons
Policy wording
Policy summaries
A clearer understanding.
Coverage
What is covered
Costs
Premiums and payment schedule
Limitations
Exclusions and key considerations
Illustrative summary · Linked to original policy wording
Support service
Every conversation
has a next step.
Prepare replies, capture meeting notes and record service tasks. Support long-term relationships, from the first meeting to every policy anniversary.
Conversation preparation
Meeting notes
Service checklists
Service, in order.
Before
Prepare a thoughtful conversation
Organize your questions. Understand what matters to your client.
After
Keep track of every commitment
Turn meeting notes into clear follow-up actions.
Ongoing
Stay connected over time
Prepare for policy anniversaries, payments and service needs.
Move your work
forward, naturally.
Find the essentials
Our AI assistant organizes facts, source material and open questions.
You decide
Verify the key details. Keep conversations and service moving.
Professional judgment
stays with you.
Grounded in sources.
Key conclusions link back to the original material for review.
Clear boundaries.
Distinguish known facts, unconfirmed information and suggested actions.
Reviewed by you.
Our AI assistant helps you organize and prepare. Advisors confirm the essentials.
The interface is a concept illustration. Our AI assistant helps organize information and prepare service. It does not replace professional judgment or an insurer’s final decision.
Behind a good tool
is industry understanding.
Meet the team behind our insurance AI capabilities.
Meet our team