AI-native operating layer for insurance

Power your brokerage.
Automate the rest.

Finist is an AI-native operating layer that automates the administrative friction of insurance distribution — quoting, onboarding, and customer support — so brokerages can focus entirely on advising clients.

Book a demo See the platform
Finist
InsureBuddy
Online · on web & WhatsApp
What does my hospital plan cover for day surgeries?
Hi James — your Discovery Classic plan covers day surgery at R4,200 per event, with no pre-authorisation needed. ↳ Pulled from James's policy · sent via WhatsApp
Great. Can you send my latest statement too?
Done — I've emailed your March statement and updated your record. Anything else I can help with?
15+ brokerages live across South Africa
Backed by E-squared (Allan Gray) & Lombard Insurance
Pan-Africa expansion underway
Works across Outlook WhatsApp Website chat Client portal
The platform

See InsureBuddy in action

Watch the AI agent work a real broker scenario end to end — no edits, no hand-holding.

app.finist.ai
Client query handling
Animated product preview — ready to swap for a recorded product walkthrough.
How it works

Three workflows. One operating system.

InsureBuddy automates the repetitive work that slows brokerages down — so your team focuses on advice, not admin.

01

Multi-provider aggregation

Medical aid, gap cover, pet, travel and life — compare plans across insurers in real time from a single interface.

02

Compliant digital onboarding

Collect client details, validate documents, and complete onboarding compliantly across email, website, and WhatsApp.

03

AI-powered client support

Identify clients, retrieve their exact policy details, and send accurate responses 24/7 — automatically, across any channel.

The difference

Real scenarios. Real time saved.

Three situations every broker recognises — and how InsureBuddy changes them.

Before
Task
With InsureBuddy
2 hrs

Stop what you're doing. Open the CRM. Find the policy. Draft a reply. Double-check. Send. Repeat 15 more times today.

Queries
45 sec

A client messages on WhatsApp. InsureBuddy identifies them, retrieves their cover, and replies — while you're with another client.

2 days

Call the prospect. Gather details. Manually compare 4 insurers. Build a PDF in Word. Email it. Chase. Start over for the next one.

Quotes
3 min

A prospect submits a form. InsureBuddy compares all providers, generates a branded comparison PDF, and sends it. CRM updated.

Next day

Client messages at 9pm. The query sits unread. They call a competitor in the morning. You lose the renewal without knowing why.

After hours
24/7

Client messages at 9pm. InsureBuddy replies in seconds — accurate and on-brand. The renewal is secured. You slept through it.

Built for brokers

Everything your brokerage runs on

An AI agent that plugs into the tools and channels you already use.

Autonomous AI agent

InsureBuddy reads, reasons, and acts — identifying clients and resolving requests without a broker in the loop.

Policy-grounded answers

Every reply is pulled from the client's actual policy document — not a generic, risky guess.

Compliant by design

Document validation and audit trails keep onboarding and advice within regulatory requirements.

Every channel, one brain

WhatsApp, email, website chat, and the client portal all feed the same agent and CRM.

Live broker dashboard

See every automated query, quote, and onboarding in real time — with the hours InsureBuddy gave back.

Live in minutes, not months

Connect your channels and data, and your brokerage is automating client work within minutes.

15+
Paying brokerages
across South Africa
24/7
Automated client
query handling
4
Channels supported
out of the box
Minutes
Average time
to go live
Trusted by
Wilkinson Insurance Brokers
Yisongo Brokers
HFM — Your Broker For Life
Success Brokers
+ more
Backed by
E-squared — an Allan Gray initiative
Lombard Insurance
Pricing

Simple pricing that scales with you

Start automating in minutes. No setup fees, no lock-in — just the time your brokers get back.

Starter

For solo brokers and small teams getting started with automation.

R999/mo

Billed monthly · per brokerage

Get started
  • InsureBuddy AI agent
  • WhatsApp & website chat
  • Automated client query handling
  • Up to 500 conversations / mo
Most popular
Growth

For growing brokerages running quotes and onboarding at scale.

R2,499/mo

Billed monthly · per brokerage

Book a demo
  • Everything in Starter
  • Multi-provider quote automation
  • Compliant digital onboarding
  • Email & client portal channels
  • Live broker dashboard & CRM sync
  • Unlimited conversations
Enterprise

For large brokerages and networks with custom needs.

Custom

Tailored to your operation

Talk to sales
  • Everything in Growth
  • Custom integrations & data sources
  • Dedicated success manager
  • SLA & priority support
  • Onboarding & training

All plans include a guided onboarding. Not sure which fits? Ask InsureBuddy or book a demo.

Get started

Give your brokers their time back.

See how InsureBuddy handles your real client workflows. Book a 30-minute demo, or ask the agent anything right now.

Book a demo