AI agent for insurance distribution & compliance
One purpose-built agent to find accounts in the insurance sector, build relationships, and grow revenue
Get more done faster—with actionable intelligence.
Insurance is broken.
Fragmented data sources and inefficient targeting waste time and kill productivity.
- ✕Spending hours researching prospects with generic data
- ✕Low response rates due to impersonal outreach
- ✕Missing hidden connections that could open doors
Let's fix it with AI
With smart AI-powered insights, everything just clicks.
- ✓Find the perfect clients with targeting
- ✓Uncover hidden paths to key decision makers
- ✓Generate personalized outreach that gets responses
10x your insurance revenue with smarter tools
Precept's exceptional flexibility handles all aspects of insurance sales—from finding accounts to closing deals.
Company Intelligence
Find the perfect insurance companies and accounts with AI-driven insights on risk appetites and coverage needs.
Decision Maker Insights
Uncover key priorities and challenges of chief underwriters, risk officers, and other insurance professionals.
AI Powered Outreach
Generate personalized messages and pitches based on clients' specific insurance goals and pain points.
How Precept works
Our AI-powered platform accelerates every step of the insurance sales process
Find the right client accounts
Identify the perfect clients to target. Our AI-powered enrichment uses multiple data sources to build insurance-specific target lists of:
- ✓Carriers & underwriters based on risk appetite
- ✓Brokers & TPAs by product coverage match
- ✓Commercial clients filtered by geography and 40+ criteria
Build insurance-specific contact lists
Discover and connect with the right decision-makers. Our platform helps you find:
- ✓Chief underwriters and risk officers
- ✓Claims executives and commercial buyers
- ✓Enriched with key priorities and in-year strategic goals
Use relationship intelligence
Maximize your network with AI-powered relationship mapping. Our platform helps you:
- ✓Identify hidden connections to target stakeholders
- ✓Assess relationship strength for optimal introductions
- ✓Leverage your extended professional network
Generate personalized outreach
Close deals faster with AI-generated content tailored to each prospect's specific needs:
- ✓Insight-driven messages addressing their exact pain points
- ✓Personalized proposals based on competitive analysis
- ✓Customized follow-ups to build long-lasting relationships