Mortgage and insurance advisors
An AI agent that does the repetitive work in everycase file.
For Mazor Beit HaYoatzim, a mortgage consulting organisation, we are building AI agents that sit on top of the existing processes and do the repetitive work. The project is in progress.
What we do for mortgage and insurance advisors
- 01
AI agents on manual processes
The agent sits on the process that already works for you and does the repetitive parts. How the office works does not change.
- 02
Document reading
The agent reads payslips, bank statements and policies, enters them into the file, and flags what an advisor needs to check.
- 03
A first answer to leads
Whoever leaves their details gets an answer right away, and the meeting goes into the advisor's calendar.
- 04
Case tracking
Which document is missing, who has to sign and what has expired, with reminders to client and advisor.
- 05
Financial data security
Permissions and encryption, with every action logged. Client data stays with you.
Client story
A project we delivered in this field
In progressAI agents that do the repetitive work, while the process stays the organisation's.
Mazor Beit HaYoatzim is a mortgage consulting organisation. The core is case files: client documents, checks, calculations and correspondence with banks, and much of it was manual.
We are building AI processes and AI agents that sit on top of the existing processes. The process stays the organisation's, and the agent does the repetitive parts. The project is in progress.
Technologies we work with
- OpenAI
- Python
- Node.js
- Next.js
- WhatsApp API
Why Palmidos
A team building AI agents for a mortgage consultancy right now
Mortgage advisors and insurance agents spend much of the day on documents and case files. That part can move to an agent.
AI on the process you already have
The way the office works stays, and the repetitive work moves to the agent.
A team of Unit 8200 alumni
Senior engineers, Unit 8200 alumni.
A small team that owns everything
Planning, design, development and maintenance by the same team. The intellectual property is 100% yours.
A direct line to OpenAI, and hands-on experience building products on their technology.
Companies we work with
Frequently asked questions
What we get asked about Mortgage and insurance advisors
Mazor is a mortgage consulting organisation. We build complex AI processes and AI agents that sit on top of their existing manual processes and simplify cumbersome manual work. The process stays the organisation's; the agent does the parts that repeat in every case.
No. The agent works on the existing process, and the advisors keep working as usual.
The data stays in your environment. During scoping we define which data the agent sees, who in the office sees what, and every action is logged. When language models are involved, your documents stay out of training.
Document reading, first response to leads and case tracking also work for insurance agencies, insurers and pension funds. The forms differ and the process is similar.
Together we map the manual process that takes the office the most time, build one agent on it, and test it against real cases before extending.
Tell us what you need
One of our engineers will get back to you within 24 hours.