Brokers Alliance opens agency book data to AI assistants with MyAdvisorData
Partner agencies can ask their own AI assistant where a case stands, with every answer carrying the date the record was read.
Brokers Alliance, a family-owned US life and annuity marketing organisation founded in 1982, has opened MyAdvisorData, a read-only service that lets partner agencies query their book of business through their own AI assistant, the company said on 24 October.
An agency principal connects the assistant the firm already uses and asks in plain English where a case stands, which requirements are open or which producers sit on the hierarchy. Answers come from Brokers Alliance's records and carry the date the record was read.
Each principal sees one hierarchy. Case status is visible but commission levels are not, and commission figures appear only for the principal's own producers on a view Brokers Alliance has switched on. Every request is logged and access can be revoked in one switch.
The service went live with its first partner agency in October and carries no charge for agencies that contract through Brokers Alliance.
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Sources
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