Alteric Intelligence.
It reads everything that reaches your firm, works the case to the point a broker has to decide, and answers anything you ask of the book. Here it is doing all three, step by step.
Watch it connect, read, and stop for a person.
Where Alteric sits, in eight moves.
approves
- Reply to the client
- Request to the insurer
- File note and audit entry
- Record written back
Handler’s 1-Click Intelligence.
Knowledge is power. Alteric gives handlers the sector’s leading platform to unlock it at the click of a button, and that unlocks growth for the handler and for the firm. Every policy, every thread, every call and every document, answered in one question.
Hi John, I’m across your book and your live work. Ask what to action, who’s outstanding, or about any client by name or reference.
Illustrative. Sample book, scripted answers.
Ask Alteric anything about your book.
What would you ask? Here are the ones handlers ask first.
- Priority
What needs me today, before anything else?
- Renewals
Which of my renewals will be hard to place, and why?
- Cover
Is this vehicle already on cover, or do I need to add it?
- Chasing
Who has not come back to me, and how long has it been?
- History
What did we tell this client the last time they asked?
- Submission
What is still missing before I can go to the insurer?
- Pricing
What did this risk cost last year, and what has changed?
- Claims
Where is this claim, and who is waiting on whom?
No system to open. No thread to scroll. No colleague to interrupt.
Director’s 1-Click Intelligence.
Knowledge is power. Alteric gives directors the sector’s leading platform to unlock it at the click of a button, and that unlocks growth across every office and every handler in the firm. Every live case, every target, every gap, and the income already sitting in your book, answered in one question.
Morning Sarah, I’m across all four offices and 1,284 live cases. Ask about any handler, client or office.
Illustrative. Sample firm, scripted answers.
Ask Alteric anything. Get it back in one click.
What would you ask? Here are the ones directors ask first.
- Income
What is every office tracking against target, right now?
- Growth
Which cross-sell is closest to closing on clients we already hold?
- Risk
Which renewals in the next 60 days are at risk, and why?
- Retention
What did we lose last quarter, and who took it?
- People
Which handlers are carrying more than they should be?
- Exposure
Which clients are underinsured today, and by how much?
- Pipeline
What is new business worth, weighted by likelihood to close?
- Compliance
Which policies renew this month with no note on file?
No report to run. No branch to chase. No spreadsheet to rebuild.
Run it on one of your own cases.
Bring a renewal, a mid-term adjustment or a new business submission. Ideally a messy one. We will put it through the same five stages and you can judge the output yourself.