What applies to your sector
Anti-money laundering
Distributing life insurance or investment-linked products brings you under Portuguese Law No. 83/2017, supervised by the insurance regulator (ASF).
GDPR
Health data from life and health policies is sensitive data, with stricter requirements.
DORA through insurers
Intermediaries that are SMEs are excluded from DORA, but insurers require secure access to their systems.
Training for your team
Training on anti-money laundering, protecting health data and safe AI use, tailored to insurance intermediation.
Automations that save time
Renewals and reminders
Automatic expiry alerts and document requests to clients.
Comparing quotes
AI summaries of terms from several insurers, always with human review.
Claims intake on WhatsApp
Initial information and photos collected and routed to the right process.
Which rules apply to your business?
Ten questions, 30 seconds, with your sector already selected. Instant result with priority actions.
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Shall we talk?
Tell me what you need: training, compliance, an automation or a website. I will reply with a clear proposal.
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