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Client risk questionnaire assistantGet a free sample

For Commercial brokers onboarding small businesses

Helps clients answer accurately without inventing or inferring exposures.

For commercial brokers onboarding small businesses, turn approved questionnaires and client-provided business records into client-confirmed questionnaire and supporting evidence.

Start a pilotHow it works

The problem

Clients misunderstand questions and leave questionnaires incomplete.

What you get

Client-confirmed questionnaire and supporting evidence.

Approved questionnaires and client-provided business records in, reviewed results out. People check what the AI drafts before anything reaches you.

Features

Everything the job needs, nothing it doesn't.

01Explain question terminology
02Collect declared facts
03Suggest supporting records
04Detect inconsistencies
05Flag unanswered items
06Preserve client confirmation

How it works

From your files to approved results.

Client intake portal and staff exception queue.

  1. Choose the request type
  2. Collect declared facts and required documents
  3. Extract relevant fields
  4. Show missing or inconsistent information
  5. Let the submitter correct it
  6. Route the complete package to an authorized reviewer. Start with approved questionnaires and client-provided business records and finish with client-confirmed questionnaire and supporting evidence

Free sample

An assisted questionnaire walkthrough.

Test USD 500-2,000 setup plus USD 150-750 monthly for one form family and a capped submission volume. Quote specialist review and unusual document formats separately. Prices are experimental.

Start a pilot

This is a concept demo. The button goes to Nexibeo, where you can co-create this product.