Artificial Intelligence comes to ebroker: SELL PRO and XIRIN

By Iván Buceta, Director of Data & AI at ebroker

In an environment where competitiveness and efficiency are key, the integration of Data Analytics tools – Business Intelligence (BI) and Artificial Intelligence (AI) is making a difference in How insurance brokers process and leverage your dataThis technological combination not only optimizes the analysis of information, but also opens new business opportunities and facilitates the strategic decision making based on data.

Historically, BI has been a key tool for data collection and visualization, allowing companies to analyze past trends and make informed decisions. However, with the incorporation of AI, data analytics has evolved toward a more predictive and prescriptive approach.

Thanks to the development of advanced Artificial Intelligence models, it is now possible Anticipate customer needs, detect behavioral patterns, and personalize the commercial offer based on their interests and specific characteristics, in such a way that value is generated for the broker.

Advantages and applications of data and AI for insurance brokers

Related to the above, one of the main benefits of integrating AI with BI in a brokerage is the automation of complex analytical processes. Machine learning algorithms can analyze large volumes of data in real time, providing insights accurate and timely. This not only streamlines decision-making but also minimizes human error, allowing brokers to focus on defining value-added strategies for their clients.

At ebroker we have put this theory into practice with the development of intelligent tools such as SELL PRO and XIRIN

En ebroker We have put this theory into practice with the development of intelligent tools such as SELL PRO and XIRIN, which represent a revolution in the way insurance brokers They interact with their information system to obtain complex answers that add value to their government and also generate strategies to boost sales.

XIRIN: AI to transform information into knowledge at ebroker

XIRIN is the ebroker AI assistant Designed to assist the broker in the governance of his company, transforming the information he has in ebroker into knowledgeThe runner asks and XIRIN answers, providing value through a user experience that provides business and professional capacity through intelligent responses based on the information it obtains of clients, policies, receipts, guarantees and other data specific to the broker's portfolio contained in ebroker. Thanks to this capability, brokers earn agility and efficiency in your daily life, optimizing decision-making and improving customer service.

SELL PRO: Business intelligence to boost sales

SELL PRO is an advanced solution that combines Data Analytics and Artificial Intelligence to optimize customer loyalty Automatically. Thanks to its smart sales model, it analyzes the customer portfolio and, based on demographic and socioeconomic variables, autonomously identifies those with the greatest potential for product purchase.

In this way, SELL PRO currently identifies customer niches with a high probability of contracting health insurance (and will soon do so for Life and Death products), with a probability of over 75%. These clients are classified using tags integrated into ebroker's ERP, allowing for specific searches and the design of customized campaigns through the CRM module.

SELL PRO currently identifies customer niches with a high probability of purchasing health insurance.

In addition, as part of the functionality, and through BI PRO, we offer an advanced dashboard that It allows you to view the detected opportunities in a segmented manner, as well as the probability of hiring. and campaign monitoring, facilitating strategic decision-making and maximizing commercial efficiency.

Data Attention: Quality, Safety and Good Practices

Finally, it must be taken into account that for Artificial Intelligence to work effectively, It is essential to have high-quality dataErroneous or incomplete data can lead to inaccurate conclusions and poor decisions. In this sense, to maximize the use of tools like SELL PRO and XIRIN, it is essential that brokerages adopt solid data management practices and ensure the integrity of the information that feeds AI models.

In addition to data quality, Security and privacy are key elements in our AI-based information management model.At ebroker we use OpenAI services, that They guarantee absolute privacy and confidentiality regarding the information presented in the service. This means that Insurance broker data is protected under the highest security standards, ensuring that the information used for strategic decision-making remains secure and free from unauthorized access.

The insurance sector is undergoing a transformation driven by digitalization and access to increasingly advanced technologies. In this context, artificial intelligence (AI) and data analytics have ceased to be optional elements and have become fundamental pillars of the competitiveness of mediationBrokers' ability to integrate these tools into their daily operations will make the difference in leading the industry's future.

Published in Segurosnews in March 2025.