Solutions / Independent brokers
You built a practice. It came with four unpaid jobs.
Advisor, assistant, researcher, and record-keeper. Most independent brokers do all four, and the last three eat the evenings. EGE AI exists to take them back.
The pains we built against
- Carrier rules scattered across PDFs, portals, and memory. One wrong stability period and the application comes back declined.
- Client details captured on sticky notes and re-asked on the next call.
- Follow-ups that depend entirely on your own discipline at 9 pm.
- Compliance documentation done retroactively, if at all.
What changes with EGEPilot
- Ask any carrier question in plain language and get a source-cited answer. If the knowledge base cannot verify it, EGE AI tells you that instead of improvising.
- The client interview builds the file as you go. Facts are captured once and reused everywhere.
- Eligibility problems surface during the conversation, before you pick a product, not after the decline letter.
- Every action lands in an audit trail automatically. Your records are exam-ready by default.
A Tuesday with EGE AI
9:05 am
A referral calls: 62, visiting Canada, managed heart condition. You ask EGE AI which carriers can work. It checks all of them and answers with sources.
9:15 am
You start the interview in chat. EGE AI asks the gating questions first and drafts the client file while you talk.
9:30 am
File saved, objective recorded, follow-up scheduled. You are back to prospecting instead of typing up notes.