0%
higher lead-to-policy conversion
No lead left behind with better prioritization to close.
KAITUM AI for insurance
More time with customers.More closes in the existing base.
0%
more service-to-sales opportunities
Claims and service interactions are converted into revenue.
0%
higher advisor productivity
Automated follow-ups and stronger meeting preparation per advisor.
KAITUM AI for insurance
The personal assistant for every insurance employee.
Turn data into sales opportunities. No lead left behind.
Kaitum AI connects customer data, claims signals, and sales processes into clear next-best actions for advisors and service centers. This enables more closes, less administration, and systematic use of the existing base. Kaitum AI handles meeting preparation and follow-up and prepares hyper-personalized offers based on current data and customer life situation. The platform combines life events, behavior, and history into a dynamic customer profile, prioritizes the next best step, and reduces information overload for teams and customers alike.
Claims-to-salesEvent-based sellingFollow-on coverageMeeting preparationActivate inactive portfoliosMore revenue per customer
Live decision feed
Advisor dashboard
Personalized customer journey
Active today
18
01
Meier
High priorityClaim completed
→Cross-selling potential: liability upgrade
02
Mueller
High priorityOffer with no response for 4 days
→Follow-up recommended
03
Schneider
High priorityNew company founded
→Reachable on WhatsApp from 5 PM
Why now
Why sales potential in insurance remains unused today
Many insurers have extensive customer data from policies, claims, and offers. The challenge is not access, but activation at the right moment.
In daily operations, clear prioritization is often missing: which customers matter today, and where is concrete advisory demand?
At the same time, preparation, follow-up, and documentation consume substantial time, follow-ups are unsystematic, and service contacts are rarely used as sales opportunities.
Result: existing-customer potential remains unused and revenue is generated more by chance than by plan.
KAITUM AI changes exactly that.
The platform detects relevant customer signals, prioritizes automatically, and translates them into concrete next steps for planned sales performance instead of randomness.
01
Portfolio
Inactive portfolios remain unused
Customers have needs, but no one identifies them in time. Kaitum detects signals and turns them into operational action.
02
Efficiency
Too much manual work in daily operations
Advisors spend a large share of time on preparation, follow-up, and documentation. Kaitum automates these processes and creates more time for real advisory work.
03
Follow-up
Follow-ups are unsystematic
Offers are not followed up and opportunities are lost. Kaitum automatically prioritizes when each customer should be contacted again.
04
Collaboration
Service and sales work in silos
Claims, inquiries, and interactions are not used as sales opportunities. Kaitum connects both and turns each contact into high closing probability.
→ KAITUM AI SOLVES ALL FOUR CHALLENGES AT THE SAME TIME
Which sales case currently has the highest priority?
Select your most important case. We prioritize the next operational steps with direct sales impact.
KAITUM AI for insurance
How KAITUM AI operates in insurance sales
KAITUM AI automatically creates comprehensive customer profiles for private and commercial customers. It links policy data, claims history, life events, and behavioral patterns to form a clear customer picture. Advisors can approach customers more precisely, prepare meetings better, and significantly increase relevance in advisory conversations.
Daily operations
How Kaitum transforms daily work
• Automatic follow-up on offers
• Structured preparation of customer meetings
• Automated follow-up and documentation
• Intelligent prioritization of customer inquiries
• Support in claim intake and claim handling
• Central steering of all customer contacts across locations
Proactivity
Kaitum AI ensures teams do the right thing at the right moment. The system detects relevant customer signals, builds a 360-degree customer profile, and proactively shows which customer should be approached now, including recommendation, channel, and timing. This creates real prioritization in daily sales operations.
For example
From practice: Kaitum structures core tasks across sales and service and turns them into concrete customer interactions.
- •Follow-up of claims and derivation of new advisory triggers
- •Automatic follow-up on offers at the right time
- •Structured preparation of customer meetings based on all available data
- •Automatic post-processing and documentation of conversations
- •Support in claim intake and handling
- •Prioritization and structuring of incoming customer inquiries
This reduces manual office work, creates more time for advisory work, and ensures customers are approached systematically and proactively exactly when closing probability is highest.
Operational impact
•More appointments from existing customers
•Higher close rate
•Less time spent on administration
•Faster response times
•Higher policy density
•Better controllability in sales
Measurable sales impact.
More operational impact per advisor, service center, and location.
KPI cockpit
Application-to-policy rate
higher
Existing-customer close rate
increasing
Claims-to-sales rate
measurable
Life-event hit rate
more precise
Offer follow-up
faster
Productivity per advisor
higher
