Product
One assistant in front. Sixteen specialists behind it.
Most AI tools give you a chatbot and wish you luck. EGEPilot gives you EGE AI, an orchestration layer that understands insurance work and delegates it to specialized agents. You never manage the agents. You just talk.
The orchestration model
When you tell EGE AI about a client, it decides what the moment needs: an interview question, a carrier rule lookup, a draft client file, an underwriting check. Each of those is a different specialist agent, and EGE AI coordinates them in the background of a single conversation.
The agents cooperate through shared conversation context, shared memory, and shared business records: client files, objectives, and workflows. That is why nothing gets asked twice and nothing gets lost between steps.
- You interact with EGE AI only. Agents never interrupt you.
- Every carrier fact is cited to its source document.
- Every consequential action is written to an audit log.
- Client identity is kept out of AI processing in anonymous mode.
The agent network
Sixteen agents, each with one job. They roll out progressively: today EGE AI centres on interviews, carrier knowledge, and client files, and the rest of the network is arriving in stages.
Understand the client
Interview Agent
Runs the client interview the way doc-perfect advisors do: eligibility facts first, one question at a time, nothing asked twice.
CRM Search Agent
Finds the right client record and history before anything gets duplicated or misfiled.
Knowledge Agent
Answers carrier and product questions from a verified, source-cited knowledge base. No guessing from model memory.
Place the business
Quote Agent
Prepares quoting inputs from the interview so quotes start from clean, complete facts.
Product Recommendation Agent
Surfaces products a client is actually eligible for, only after the gating facts are confirmed.
Underwriting Agent
Checks health and lifestyle facts against carrier underwriting patterns before you submit, not after the decline.
Compliance Agent
Keeps recommendations and records inside Canadian regulatory lines as the work happens.
Document Agent
Assembles and manages the paperwork attached to each case.
Run the practice
Workflow Agent
Moves multi-step processes forward and keeps every case at its correct next step.
Follow-up Agent
Makes sure the promise you made on Tuesday actually happens on Thursday.
Calendar Agent
Handles scheduling around client meetings and deadlines.
Email Agent
Drafts and manages client correspondence in your voice.
Marketing Agent
Helps with outreach and campaigns that fit an advisory practice.
Get better every month
Insight Agent
Watches client files for gaps, opportunities, and risks worth your attention.
Analytics Agent
Shows what is working across your book and your team.
Training Agent
Turns real cases into coaching, calibrated to each advisor’s skill level.